Stocks & Bonds
Who it's forBroad Impact
The Broad Impact portfolio seeks to provide greater exposure to all of the different dimensions of social responsibility, such as lower carbon emissions, ethical labor management, or greater board diversity. It maintains a diversified, relatively low-cost approach to help customers investing for the long-term save towards their goals while expressing their values.
Based on an allocation of 70% stocks, 30% bondsHoldings
Investors looking to make an impact
ESGD
Int'l Developed Market Stocks
30.10%
ESGE
Int'l Emerging Market Stocks
6.30%
ESGU
U.S. Total Stock Market
27.80%
VOTE
U.S. Shareholder Engagement Stocks
3.40%
ESML
U.S. Small Cap Stocks
2.40%
BNDX
Int'l Developed Market Bonds
10.30%
EAGG
U.S. High Quality Bonds
10.40%
EMB
Int'l Emerging Market Bonds
4.20%
GBIL
U.S. Short-Term Treasuries
0%
SUSC
U.S. Corporate Bonds
5.20%
Allocations as of Today
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. Moonwhale 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.
Be invested
Investing with Moonwhale Ventures is a straightforward process that allows you to unlock the potential of our investment solutions. Follow these steps to begin your investment journey
