Broad Impact
| Holdings | Based on an allocation of 70% stocks, 30% bonds |
|---|---|
| Int'l Developed Market Stocks | 30.10% |
| Int'l Emerging Market Stocks | 6.30% |
| U.S. Total Stock Market | 27.80% |
| U.S. Shareholder Engagement Stocks | 3.40% |
| U.S. Small Cap Stocks | 2.40% |
| Int'l Developed Market Bonds | 10.30% |
| U.S. High Quality Bonds | 10.40% |
| Int'l Emerging Market Bonds | 4.20% |
| U.S. Short-Term Treasuries | 0% |
| U.S. Corporate Bonds | 5.20% |
| U.S. Inflation-Protected Bonds | 0% |
Additional Resources
Socially Responsible Investing Portfolios DisclosureAllocations as of June 30, 2023.
As the bond exposure increases relative to stocks within this portfolio, the exposure to SRI focused ETFs will decline. 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.