Goldman Sachs Smart Beta
| Holdings | Based on an allocation of 70% stocks, 30% bonds |
|---|---|
| Int'l Emerging Market Stocks | 5% |
| Int'l Developed Market Stocks | 19% |
| U.S. Stocks - Large Cap | 40.50% |
| U.S. Growth Stocks - Small Cap | 5.50% |
| U.S. Short-Term Treasuries | 3% |
| U.S. High Quality Bonds | 18% |
| International Emerging Market Bonds | 2% |
| U.S. Investment-Grade Corporate Bonds | 4% |
| U.S. Inflation- Protected Bonds | 2% |
| U.S. Long-Term Treasuries | 1% |
Allocations as of June 30, 2023.
This portfolio strategy has 101 different allocation options, from 0% bonds to 100% stocks. The 70% stock, 30% bond portfolio has been selected to display holdings. Different allocations will have different weights of each asset class. AlphaX Trade may recommend a different allocation based on various goal inputs tailored to each client, including the time horizon for your goal with the longest period starting at 90% stocks. The holdings shown reflect the portfolio model for tax-deferred accounts, like IRAs or 401(k)s. Expect differences in taxable accounts.