Stocks & Bonds
Who it's forSocial Impact
The Social Impact portfolio provides more exposure to companies with a demonstrated focus on supporting social equity and minority empowerment. It maintains a diversified, relatively low-cost approach to help customers investing for the long-term save towards their goals while expressing their socially-conscious values.
Based on an allocation of 70% stocks, 30% bondsHoldings
Socially-conscious investors
GBIL
U.S. Short-Term Treasuries
0%
JPST
U.S. Short-Term High Quality Bonds
0%
ESGU
U.S. Total Stock Market
25.20%
ESGD
Int'l Developed Market Stocks
19.30%
ESGE
Int'l Emerging Market Stocks
11.60%
NACP
U.S. Minority Empowerment Stocks
3.90%
SHE
U.S. Gender Equality Stocks
3.90%
VOTE
U.S. Shareholder Engagement Stocks
3.90%
ESML
U.S. Small Cap Stocks
2.20%
STIP
U.S. Inflation-Protected Bonds
3.80%
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
