Visualiser / ClimateSmart TDF
ClimateSmart TDF 2020/Income
Additional description for ClimateSmart TDF 2020 portfolio.
Visualiser:
- 39% Green Bonds
- 32.8% Low-Carbon Sector Stocks
- 21% Government Bonds
- 7.2% Climate Solution Stocks
Detailed breakdown:
As of May 15, 2025.
| Sector | Company | Ticker | %, Allocated | Description |
|---|---|---|---|---|
| Green Bonds | Carbon Collective Short Duration Green Bond ETF | CCSB | 39.00% | CCSB is a collection of short duration green bonds that is actively managed by Artesian in partnership with Carbon Collective |
| Technology | iShares Global Tech ETF | IXN | 11.04% | IXN passively track the largest tech companies around the globe |
| US Gov Bonds | iShares 0-5 Year TIPS Bond ETF | STIP | 9.00% | STIP passively track a collection of inflation-protected US Treasury bonds |
| Climate Solutions | Carbon Collective Climate Sol US Eq ETF | CCSO | 7.24% | CCSO holds US listed companies that generate >50% of their revenue from climate solutions. |
| Non-US Gov Bonds | SPDR Int'l Treasury ETF | BWX | 6.00% | BWX passively track a collection of governmental bonds from non-US countries |
| Healthcare | iShares Global Healthcare ETF | IXJ | 4.49% | IXJ passively track the largest healthcare companies around the globe |
| Communications | iShares Global Comm Services ETF | IXP | 3.53% | IXP passively track the largest communications companies around the globe |
| Consumer Discretionary | Fidelity MSCI Consumer Discret ETF | FDIS | 3.08% | FDIS passively tracks a collection of consumer discretionary companies listed on US exchanges. |
| US Gov Bonds | SPDR® Portfolio Long Term Treasury ETF | SPTL | 3.00% | SPTL passively track a collection of US Treasury bonds with 10-30 years until maturity |
| US Gov Bonds | Schwab Intermediate-Term US Trs ETF™ | SCHR | 3.00% | SCHR passively track a collection of US Treasury bonds with 5-10 years until maturity |
| Consumer Staples | iShares Global Consumer Staples ETF | KXI | 2.43% | KXI passively tracks a collection of the largest consumer staples companies around the globe. |
| Financials | iShares MSCI Europe Financials ETF | EUFN | 2.43% | iShares manages this fund |
| Financials | SPDR® S&P Regional Banking ETF | KRE | 1.21% | KRE passively tracks an index of regional banks listed on US exchanges |
| Financials | SPDR® S&P Insurance ETF | KIE | 1.21% | KIE passively tracks an index of insurance companies listed on US exchanges |
| Financials | SPDR® S&P Capital Markets ETF | KCE | 1.21% | KCE passively tracks an index of capital markets companies listed on US exchanges |
| Real Estate | Vert Global Sustainable Real Estate ETF | VGSR | 1.10% | VGSR invests in global REITs, but excludes those with higher levels of climate-related risks. |
| Consumer Discretionary | Global X MSCI China Consumer Discretionary ETF | CHIQ | 1.03% | CHIQ tracks an index of consumer discretionary companies (like EV manufacturers) in China. |
ClimateSmart TDF 2025
Additional description for ClimateSmart TDF 2025 portfolio.
Visualiser:
- 40.9% Low-Carbon Sector Stocks
- 32.5% Green Bonds
- 17.5% Government Bonds
- 9.1% Climate Solution Stocks
Detailed breakdown:
As of May 15, 2025.
| Sector | Company | Ticker | %, Allocated | Description |
|---|---|---|---|---|
| Green Bonds | Carbon Collective Short Duration Green Bond ETF | CCSB | 32.50% | CCSB is a collection of short duration green bonds that is actively managed by Artesian in partnership with Carbon Collective |
| Technology | iShares Global Tech ETF | IXN | 13.80% | IXN passively track the largest tech companies around the globe |
| Climate Solutions | Carbon Collective Climate Sol US Eq ETF | CCSO | 9.06% | CCSO holds US listed companies that generate >50% of their revenue from climate solutions. |
| US Gov Bonds | iShares 0-5 Year TIPS Bond ETF | STIP | 7.50% | STIP passively track a collection of inflation-protected US Treasury bonds |
| Healthcare | iShares Global Healthcare ETF | IXJ | 5.61% | IXJ passively track the largest healthcare companies around the globe |
| Non-US Gov Bonds | SPDR Int'l Treasury ETF | BWX | 5.00% | BWX passively track a collection of governmental bonds from non-US countries |
| Communications | iShares Global Comm Services ETF | IXP | 4.41% | IXP passively track the largest communications companies around the globe |
| Consumer Discretionary | Fidelity MSCI Consumer Discret ETF | FDIS | 3.84% | FDIS passively tracks a collection of consumer discretionary companies listed on US exchanges. |
| Consumer Staples | iShares Global Consumer Staples ETF | KXI | 3.03% | KXI passively tracks a collection of the largest consumer staples companies around the globe. |
| Financials | iShares MSCI Europe Financials ETF | EUFN | 3.03% | iShares manages this fund |
| US Gov Bonds | SPDR® Portfolio Long Term Treasury ETF | SPTL | 2.50% | SPTL passively track a collection of US Treasury bonds with 10-30 years until maturity |
| US Gov Bonds | Schwab Intermediate-Term US Trs ETF™ | SCHR | 2.50% | SCHR passively track a collection of US Treasury bonds with 5-10 years until maturity |
| Financials | SPDR® S&P Regional Banking ETF | KRE | 1.52% | KRE passively tracks an index of regional banks listed on US exchanges |
| Financials | SPDR® S&P Insurance ETF | KIE | 1.52% | KIE passively tracks an index of insurance companies listed on US exchanges |
| Financials | SPDR® S&P Capital Markets ETF | KCE | 1.52% | KCE passively tracks an index of capital markets companies listed on US exchanges |
| Real Estate | Vert Global Sustainable Real Estate ETF | VGSR | 1.38% | VGSR invests in global REITs, but excludes those with higher levels of climate-related risks. |
| Consumer Discretionary | Global X MSCI China Consumer Discretionary ETF | CHIQ | 1.28% | CHIQ tracks an index of consumer discretionary companies (like EV manufacturers) in China. |
ClimateSmart TDF 2030
Additional description for ClimateSmart TDF 2030 portfolio.
Visualiser:
- 49.1% Low-Carbon Sector Stocks
- 26% Green Bonds
- 14% Government Bonds
- 10.9% Climate Solution Stocks
Detailed breakdown:
As of May 15, 2025.
| Sector | Company | Ticker | %, Allocated | Description |
|---|---|---|---|---|
| Green Bonds | Carbon Collective Short Duration Green Bond ETF | CCSB | 26.00% | CCSB is a collection of short duration green bonds that is actively managed by Artesian in partnership with Carbon Collective |
| Technology | iShares Global Tech ETF | IXN | 16.56% | IXN passively track the largest tech companies around the globe |
| Climate Solutions | Carbon Collective Climate Sol US Eq ETF | CCSO | 10.87% | CCSO holds US listed companies that generate >50% of their revenue from climate solutions. |
| Healthcare | iShares Global Healthcare ETF | IXJ | 6.74% | IXJ passively track the largest healthcare companies around the globe |
| US Gov Bonds | iShares 0-5 Year TIPS Bond ETF | STIP | 6.00% | STIP passively track a collection of inflation-protected US Treasury bonds |
| Communications | iShares Global Comm Services ETF | IXP | 5.29% | IXP passively track the largest communications companies around the globe |
| Consumer Discretionary | Fidelity MSCI Consumer Discret ETF | FDIS | 4.61% | FDIS passively tracks a collection of consumer discretionary companies listed on US exchanges. |
| Non-US Gov Bonds | SPDR Int'l Treasury ETF | BWX | 4.00% | BWX passively track a collection of governmental bonds from non-US countries |
| Consumer Staples | iShares Global Consumer Staples ETF | KXI | 3.64% | KXI passively tracks a collection of the largest consumer staples companies around the globe. |
| Financials | iShares MSCI Europe Financials ETF | EUFN | 3.64% | iShares manages this fund |
| US Gov Bonds | SPDR® Portfolio Long Term Treasury ETF | SPTL | 2.00% | SPTL passively track a collection of US Treasury bonds with 10-30 years until maturity |
| US Gov Bonds | Schwab Intermediate-Term US Trs ETF™ | SCHR | 2.00% | SCHR passively track a collection of US Treasury bonds with 5-10 years until maturity |
| Financials | SPDR® S&P Regional Banking ETF | KRE | 1.82% | KRE passively tracks an index of regional banks listed on US exchanges |
| Financials | SPDR® S&P Insurance ETF | KIE | 1.82% | KIE passively tracks an index of insurance companies listed on US exchanges |
| Financials | SPDR® S&P Capital Markets ETF | KCE | 1.82% | KCE passively tracks an index of capital markets companies listed on US exchanges |
| Real Estate | Vert Global Sustainable Real Estate ETF | VGSR | 1.65% | VGSR invests in global REITs, but excludes those with higher levels of climate-related risks. |
| Consumer Discretionary | Global X MSCI China Consumer Discretionary ETF | CHIQ | 1.54% | CHIQ tracks an index of consumer discretionary companies (like EV manufacturers) in China. |
ClimateSmart TDF 2035
Additional description for ClimateSmart TDF 2035 portfolio.
Visualiser:
- 57.3% Low-Carbon Sector Stocks
- 19.5% Green Bonds
- 12.7% Climate Solution Stocks
- 10.5% Government Bonds
Detailed breakdown:
As of May 15, 2025.
| Sector | Company | Ticker | %, Allocated | Description |
|---|---|---|---|---|
| Green Bonds | Carbon Collective Short Duration Green Bond ETF | CCSB | 19.50% | CCSB is a collection of short duration green bonds that is actively managed by Artesian in partnership with Carbon Collective |
| Technology | iShares Global Tech ETF | IXN | 19.32% | IXN passively track the largest tech companies around the globe |
| Climate Solutions | Carbon Collective Climate Sol US Eq ETF | CCSO | 12.68% | CCSO holds US listed companies that generate >50% of their revenue from climate solutions. |
| Healthcare | iShares Global Healthcare ETF | IXJ | 7.86% | IXJ passively track the largest healthcare companies around the globe |
| Communications | iShares Global Comm Services ETF | IXP | 6.18% | IXP passively track the largest communications companies around the globe |
| Consumer Discretionary | Fidelity MSCI Consumer Discret ETF | FDIS | 5.38% | FDIS passively tracks a collection of consumer discretionary companies listed on US exchanges. |
| US Gov Bonds | iShares 0-5 Year TIPS Bond ETF | STIP | 4.50% | STIP passively track a collection of inflation-protected US Treasury bonds |
| Consumer Staples | iShares Global Consumer Staples ETF | KXI | 4.25% | KXI passively tracks a collection of the largest consumer staples companies around the globe. |
| Financials | iShares MSCI Europe Financials ETF | EUFN | 4.25% | iShares manages this fund |
| Non-US Gov Bonds | SPDR Int'l Treasury ETF | BWX | 3.00% | BWX passively track a collection of governmental bonds from non-US countries |
| Financials | SPDR® S&P Regional Banking ETF | KRE | 2.12% | KRE passively tracks an index of regional banks listed on US exchanges |
| Financials | SPDR® S&P Insurance ETF | KIE | 2.12% | KIE passively tracks an index of insurance companies listed on US exchanges |
| Financials | SPDR® S&P Capital Markets ETF | KCE | 2.12% | KCE passively tracks an index of capital markets companies listed on US exchanges |
| Real Estate | Vert Global Sustainable Real Estate ETF | VGSR | 1.93% | VGSR invests in global REITs, but excludes those with higher levels of climate-related risks. |
| Consumer Discretionary | Global X MSCI China Consumer Discretionary ETF | CHIQ | 1.79% | CHIQ tracks an index of consumer discretionary companies (like EV manufacturers) in China. |
ClimateSmart TDF 2040
Additional description for ClimateSmart TDF 2040 portfolio.
Visualiser:
- 65.5% Low-Carbon Sector Stocks
- 14.5% Climate Solution Stocks
- 13% Green Bonds
- 7% Government Bonds
Detailed breakdown:
As of May 15, 2025.
| Sector | Company | Ticker | %, Allocated | Description |
|---|---|---|---|---|
| Technology | iShares Global Tech ETF | IXN | 22.08% | IXN passively track the largest tech companies around the globe |
| Climate Solutions | Carbon Collective Climate Sol US Eq ETF | CCSO | 14.49% | CCSO holds US listed companies that generate >50% of their revenue from climate solutions. |
| Green Bonds | Carbon Collective Short Duration Green Bond ETF | CCSB | 13.00% | CCSB is a collection of short duration green bonds that is actively managed by Artesian in partnership with Carbon Collective |
| Healthcare | iShares Global Healthcare ETF | IXJ | 8.98% | IXJ passively track the largest healthcare companies around the globe |
| Communications | iShares Global Comm Services ETF | IXP | 7.06% | IXP passively track the largest communications companies around the globe |
| Consumer Discretionary | Fidelity MSCI Consumer Discret ETF | FDIS | 6.15% | FDIS passively tracks a collection of consumer discretionary companies listed on US exchanges. |
| Financials | iShares MSCI Europe Financials ETF | EUFN | 4.86% | iShares manages this fund |
| Consumer Staples | iShares Global Consumer Staples ETF | KXI | 4.85% | KXI passively tracks a collection of the largest consumer staples companies around the globe. |
| US Gov Bonds | iShares 0-5 Year TIPS Bond ETF | STIP | 3.00% | STIP passively track a collection of inflation-protected US Treasury bonds |
| Financials | SPDR® S&P Regional Banking ETF | KRE | 2.43% | KRE passively tracks an index of regional banks listed on US exchanges |
| Financials | SPDR® S&P Insurance ETF | KIE | 2.43% | KIE passively tracks an index of insurance companies listed on US exchanges |
| Financials | SPDR® S&P Capital Markets ETF | KCE | 2.43% | KCE passively tracks an index of capital markets companies listed on US exchanges |
| Real Estate | Vert Global Sustainable Real Estate ETF | VGSR | 2.21% | VGSR invests in global REITs, but excludes those with higher levels of climate-related risks. |
| Consumer Discretionary | Global X MSCI China Consumer Discretionary ETF | CHIQ | 2.05% | CHIQ tracks an index of consumer discretionary companies (like EV manufacturers) in China. |