Visualiser / ClimateSmart TDF (2045-2065)

ClimateSmart TDF 2045

Additional description for ClimateSmart TDF 2045 portfolio.

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ClimateSmart TDF 2045 Detailed breakdown:

As of May 15, 2025.

Sector Company Ticker % Allocated Description
Technology iShares Global Tech ETF IXN 23.46% IXN passively track the largest tech companies around the globe
Climate Solutions Carbon Collective Climate Sol US Eq ETF CCSO 15.40% CCSO holds US listed companies that generate >50% of their revenue from climate solutions.
Green Bonds Carbon Collective Short Duration Green Bond ETF CCSB 9.75% CCSB is a collection of short duration green bonds managed by Artesian in partnership with Carbon Collective.
Healthcare iShares Global Healthcare ETF IXJ 9.55% IXJ passively track the largest healthcare companies around the globe
Communications iShares Global Comm Services ETF IXP 7.50% IXP passively track the largest communications companies around the globe
Consumer Discretionary Fidelity MSCI Consumer Discret ETF FDIS 6.53% FDIS passively tracks a collection of consumer discretionary companies listed on US exchanges.
Consumer Staples iShares Global Consumer Staples ETF KXI 5.16% KXI passively tracks a collection of the largest consumer staples companies around the globe.
Financials iShares MSCI Europe Financials ETF EUFN 5.16% iShares manages this fund
Financials SPDR® S&P Regional Banking ETF KRE 2.58% KRE passively tracks an index of regional banks listed on US exchanges
Financials SPDR® S&P Insurance ETF KIE 2.58% KIE passively tracks an index of insurance companies listed on US exchanges
Financials SPDR® S&P Capital Markets ETF KCE 2.58% KCE passively tracks an index of capital markets companies listed on US exchanges
Real Estate Vert Global Sustainable Real Estate ETF VGSR 2.35% VGSR invests in global REITs, but excludes those with higher levels of climate-related risks.
US Gov Bonds iShares 0-5 Year TIPS Bond ETF STIP 2.25% STIP passively track a collection of inflation-protected US Treasury bonds
Consumer Discretionary Global X MSCI China Consumer Discretionary ETF CHIQ 2.18% CHIQ tracks an index of consumer discretionary companies in China.
Non-US Gov Bonds SPDR Int'l Treasury ETF BWX 1.50% BWX passively track a collection of governmental bonds from non-US countries
US Gov Bonds SPDR® Portfolio Long Term Treasury ETF SPTL 0.75% 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 0.75% SCHR passively track a collection of US Treasury bonds with 5-10 years until maturity

ClimateSmart TDF 2050

Additional description for ClimateSmart TDF 2050 portfolio.

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ClimateSmart TDF 2050 Detailed breakdown:

As of May 15, 2025.

Sector Company Ticker % Allocated Description
Technology iShares Global Tech ETF IXN 24.84% IXN passively track the largest tech companies around the globe
Climate Solutions Carbon Collective Climate Sol US Eq ETF CCSO 16.30% CCSO holds US listed companies that generate >50% of their revenue from climate solutions.
Healthcare iShares Global Healthcare ETF IXJ 10.11% IXJ passively track the largest healthcare companies around the globe
Communications iShares Global Comm Services ETF IXP 7.94% IXP passively track the largest communications companies around the globe
Consumer Discretionary Fidelity MSCI Consumer Discret ETF FDIS 6.92% FDIS passively tracks a collection of consumer discretionary companies listed on US exchanges.
Green Bonds Carbon Collective Short Duration Green Bond ETF CCSB 6.50% CCSB is a collection of short duration green bonds managed by Artesian in partnership with Carbon Collective.
Consumer Staples iShares Global Consumer Staples ETF KXI 5.46% KXI passively tracks a collection of the largest consumer staples companies around the globe.
Financials iShares MSCI Europe Financials ETF EUFN 5.46% iShares manages this fund
Financials SPDR® S&P Regional Banking ETF KRE 2.73% KRE passively tracks an index of regional banks listed on US exchanges
Financials SPDR® S&P Insurance ETF KIE 2.73% KIE passively tracks an index of insurance companies listed on US exchanges
Financials SPDR® S&P Capital Markets ETF KCE 2.73% KCE passively tracks an index of capital markets companies listed on US exchanges
Real Estate Vert Global Sustainable Real Estate ETF VGSR 2.48% 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 2.31% CHIQ tracks an index of consumer discretionary companies in China.
US Gov Bonds iShares 0-5 Year TIPS Bond ETF STIP 1.50% STIP passively track a collection of inflation-protected US Treasury bonds
Non-US Gov Bonds SPDR Int'l Treasury ETF BWX 1.00% BWX passively track a collection of governmental bonds from non-US countries
US Gov Bonds SPDR® Portfolio Long Term Treasury ETF SPTL 0.50% 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 0.50% SCHR passively track a collection of US Treasury bonds with 5-10 years until maturity

ClimateSmart TDF 2055

Additional description for ClimateSmart TDF 2055 portfolio.

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ClimateSmart TDF 2055 Detailed breakdown:

As of May 15, 2025.

ClimateSmart TDF 2060

Additional description for ClimateSmart TDF 2060 portfolio.

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ClimateSmart TDF 2060 Detailed breakdown:

As of May 15, 2025.

ClimateSmart TDF 2065

Additional description for ClimateSmart TDF 2065 portfolio.

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ClimateSmart TDF 2065 Detailed breakdown:

As of May 15, 2025.