A U.S. tilted core portfolio made up of diversified holdings to provide exposure to a wide array of asset classes.
A balanced investment strategy with an emphasis on current income and capital appreciation. It will likely involve an equal percentage of fixed income investments and cash-like investments in comparison to equities. The strategy is based on an investment time horizon of at least five (5) years and does not attempt to consider active management of short-term fluctuations.
|Asset Class||Weight (%)|
|1. Vanguard ESG US Stock ETF||15.79%|
|2. iShares 7-10 Year Treasury Bond ETF||13.06%|
|3. iShares Interest Rate Hedged Corporate Bond ETF||10.62%|
|4. Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF||9.91%|
|5. iShares iBoxx $ Investment Grade Corporate Bond ETF||9.67%|
|6. Avantis US Equity ETF||8.88%|
|7. JPMorgan Ultra-Short Income ETF||6.82%|
|8. Vanguard ESG International Stock ETF||5.17%|
|9. WisdomTree US High Yield Corporate Bond Fund||3.78%|
|10. iShares JP Morgan EM Corporate Bond ETF||2.56%|