Visualiser / Core

Select Portfolio

Most Bold (90/10)

Additional description for most bold portfolio.

Visualiser:

Core: Most Bold (90/10)

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 US Traded Climate Solutions ETF CCSO 16.30 Carbon Collective put together this collection of stocks to track all of the companies building solutions to climate change
Healthcare iShares Global Healthcare ETF IXJ 10.11 IXJ passively track the largest healthcare companies around the globe
Telecommunications iShares Global Comm Services ETF IXP 7.94 IXP passively track the largest communications companies around the globe
Consumer Discretionary Fidelity MSCI Discretionary Sector ETF FDIS 6.92 Fidelity put together this collection of stocks to track an index of publicly traded consumer discretionary (non-staples) companies on US exchanges.
Green Bond Carbon Collective Short Duration Green Bond ETF CCSB 5.85 Carbon Collective and Artesian manages this collection of short-duration corporate green bonds to develop clean infrastructure with a goal of providing market-rate returns.
Financials iShares MSCI Europe Financials ETF EUFN 5.46 iShares manages this fund
Consumer Staples Carbon Collective: Consumer Staples CC: CoSt 5.46 Carbon Collective adjusted this collection of stocks to track the USA IMI MSCI consumer staples index with the meat and tobacco companies removed.
Financials State Street S&P Regional Banking ETF KRE 2.73 State Street put together this collection of stocks to track an index of regional banks traded on US exchanges.
Financials State Street S&P Insurance ETF KIE 2.73 State Street put together this collection of stocks to track an index of insurance companies traded on US exchanges.
Financials State Street S&P Regional Banking ETF KCE 2.73 State Street put together this collection of stocks to track an index of capital market companies traded 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 (like EV manufacturers) in China.
TIPS Blackrock 0-5 Years TIPS Bond ETF STIP 1.35 Schwab put together this collection of Treasury Inflation Protected Securities (TIPS). Their principal price adjusts to track inflation.
Cash Cash 1.00
Non-US Gov Bonds SPDR Int'l Treasury ETF BWX 0.90 BWX passively track a collection of governmental bonds from non-US countries
US Long Term Treasury Bond SPDR® Portfolio Long Term Treasury ETF SPTL 0.45 Schwab put together this collection of long term US treasury bonds to track the US long term treasury bond index.
US Mid Term Treasury Bond Schwab Mid Term Treasury Index SCHR 0.45 Schwab put together this collection of intermediate term US treasury bonds to track the US intermediate term treasury bond index.

Select Portfolio

Bold (80/20)

Additional description for bold portfolio.

Visualiser:

Core: Bold (80/20)

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 US Traded Climate Solutions ETF CCSO 14.49 Carbon Collective put together this collection of stocks to track all of the companies building solutions to climate change.
Green Bond Carbon Collective Short Duration Green Bond ETF CCSB 12.35 Carbon Collective and Artesian manages this collection of short-duration corporate green bonds to develop clean infrastructure with a goal of providing market-rate returns.
Healthcare iShares Global Healthcare ETF IXJ 8.98 IXJ passively track the largest healthcare companies around the globe
Telecommunications iShares Global Comm Services ETF IXP 7.06 IXP passively track the largest communications companies around the globe
Consumer Discretionary Fidelity MSCI Discretionary Sector ETF FDIS 6.15 Fidelity put together this collection of stocks to track an index of publicly traded consumer discretionary (non-staples) companies on US exchanges.
Financials iShares MSCI Europe Financials ETF EUFN 4.86 iShares manages this fund
Consumer Staples Carbon Collective: Consumer Staples CC: CoSt 4.85 Carbon Collective adjusted this collection of stocks to track the USA IMI MSCI consumer staples index with the meat and tobacco companies removed.
TIPS Blackrock 0-5 Years TIPS Bond ETF STIP 2.85 Schwab put together this collection of Treasury Inflation Protected Securities (TIPS). Their principal price adjusts to track inflation.
Financials State Street S&P Regional Banking ETF KRE 2.43 State Street put together this collection of stocks to track an index of regional banks traded on US exchanges.
Financials State Street S&P Insurance ETF KIE 2.43 State Street put together this collection of stocks to track an index of insurance companies traded on US exchanges.
Financials State Street S&P Regional Banking ETF KCE 2.43 State Street put together this collection of stocks to track an index of capital market companies traded 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.
Non-US Gov Bonds SPDR Int'l Treasury ETF BWX 1.90 BWX passively track a collection of governmental bonds from non-US countries
Cash Cash 1.00
US Long Term Treasury Bond SPDR® Portfolio Long Term Treasury ETF SPTL 0.95 Schwab put together this collection of long term US treasury bonds to track the US long term treasury bond index.
US Mid Term Treasury Bond Schwab Mid Term Treasury Index SCHR 0.95 Schwab put together this collection of intermediate term US treasury bonds to track the US intermediate term treasury bond index.

Select Portfolio

Moderately Bold (70/30)

Additional description for moderately bold portfolio.

Visualiser:

Core: Moderately Bold (70/30)

Detailed Breakdown: As of May 15, 2025.

Sector Company Ticker % Allocated Description
Technology iShares Global Tech ETF IXN 19.32 IXN passively track the largest tech companies around the globe
Green Bond Carbon Collective Short Duration Green Bond ETF CCSB 18.85 Carbon Collective and Artesian manages this collection of short-duration corporate green bonds to develop clean infrastructure with a goal of providing market-rate returns.
Climate Solutions Carbon Collective US Traded Climate Solutions ETF CCSO 12.68 Carbon Collective put together this collection of stocks to track all of the companies building solutions to climate change.
Healthcare iShares Global Healthcare ETF IXJ 7.86 IXJ passively track the largest healthcare companies around the globe
Telecommunications iShares Global Comm Services ETF IXP 6.18 IXP passively track the largest communications companies around the globe
Consumer Discretionary Fidelity MSCI Discretionary Sector ETF FDIS 5.38 Fidelity put together this collection of stocks to track an index of publicly traded consumer discretionary (non-staples) companies on US exchanges.
TIPS Blackrock 0-5 Years TIPS Bond ETF STIP 4.35 Schwab put together this collection of Treasury Inflation Protected Securities (TIPS). Their principal price adjusts to track inflation.
Financials iShares MSCI Europe Financials ETF EUFN 4.25 iShares manages this fund
Consumer Staples Carbon Collective: Consumer Staples CC: CoSt 4.25 Carbon Collective adjusted this collection of stocks to track the USA IMI MSCI consumer staples index with the meat and tobacco companies removed.
Non-US Gov Bonds SPDR Int'l Treasury ETF BWX 1.90 BWX passively track a collection of governmental bonds from non-US countries
Financials State Street S&P Regional Banking ETF KRE 2.12 State Street put together this collection of stocks to track an index of regional banks traded on US exchanges.
Financials State Street S&P Insurance ETF KIE 2.12 State Street put together this collection of stocks to track an index of insurance companies traded on US exchanges.
Financials State Street S&P Regional Banking ETF KCE 2.12 State Street put together this collection of stocks to track an index of capital market companies traded 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.
US Long Term Treasury Bond SPDR® Portfolio Long Term Treasury ETF SPTL 1.45 Schwab put together this collection of long term US treasury bonds to track the US long term treasury bond index.
US Mid Term Treasury Bond Schwab Mid Term Treasury Index SCHR 1.45 Schwab put together this collection of intermediate term US treasury bonds to track the US intermediate term treasury bond index.
Cash Cash 1.00

Select Portfolio

Moderately Cautious (60/40)

Additional description for moderately cautious portfolio.

Visualiser:

Core: Moderately Cautious (60/40)

Detailed Breakdown: As of May 15, 2025.

Sector Company Ticker % Allocated Description
Green Bond Carbon Collective Short Duration Green Bond ETF CCSB 25.35 Carbon Collective and Artesian manages this collection of short-duration corporate green bonds to develop clean infrastructure with a goal of providing market-rate returns.
Technology iShares Global Tech ETF IXN 16.56 IXN passively track the largest tech companies around the globe
Climate Solutions Carbon Collective US Traded Climate Solutions ETF CCSO 10.87 Carbon Collective put together this collection of stocks to track all of the companies building solutions to climate change.
Healthcare iShares Global Healthcare ETF IXJ 6.74 IXJ passively track the largest healthcare companies around the globe
TIPS Blackrock 0-5 Years TIPS Bond ETF STIP 5.85 Schwab put together this collection of Treasury Inflation Protected Securities (TIPS). Their principal price adjusts to track inflation.
Telecommunications iShares Global Comm Services ETF IXP 5.29 IXP passively track the largest communications companies around the globe
Consumer Discretionary Fidelity MSCI Discretionary Sector ETF FDIS 4.61 Fidelity put together this collection of stocks to track an index of publicly traded consumer discretionary (non-staples) companies on US exchanges.
Non-US Gov Bonds SPDR Int'l Treasury ETF BWX 3.90 BWX passively track a collection of governmental bonds from non-US countries
Financials iShares MSCI Europe Financials ETF EUFN 3.64 iShares manages this fund
Consumer Staples Carbon Collective: Consumer Staples CC: CoSt 3.64 Carbon Collective adjusted this collection of stocks to track the USA IMI MSCI consumer staples index with the meat and tobacco companies removed.
US Long Term Treasury Bond SPDR® Portfolio Long Term Treasury ETF SPTL 1.95 Schwab put together this collection of long term US treasury bonds to track the US long term treasury bond index.
US Mid Term Treasury Bond Schwab Mid Term Treasury Index SCHR 1.95 Schwab put together this collection of intermediate term US treasury bonds to track the US intermediate term treasury bond index.
Financials State Street S&P Regional Banking ETF KRE 1.82 State Street put together this collection of stocks to track an index of regional banks traded on US exchanges.
Financials State Street S&P Insurance ETF KIE 1.82 State Street put together this collection of stocks to track an index of insurance companies traded on US exchanges.
Financials State Street S&P Regional Banking ETF KCE 1.82 State Street put together this collection of stocks to track an index of capital market companies traded 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.
Cash Cash 1.00

Select Portfolio

Cautious (50/50)

Additional description for cautious portfolio.

Visualiser:

Core: Cautious (50/50)

Detailed Breakdown: As of May 15, 2025.

Sector Company Ticker % Allocated Description
Green Bond Carbon Collective Short Duration Green Bond ETF CCSB 31.85 Carbon Collective and Artesian manages this collection of short-duration corporate green bonds to develop clean infrastructure with a goal of providing market-rate returns.
Technology iShares Global Tech ETF IXN 13.80 IXN passively track the largest tech companies around the globe
Climate Solutions Carbon Collective US Traded Climate Solutions ETF CCSO 9.06 Carbon Collective put together this collection of stocks to track all of the companies building solutions to climate change.
TIPS Blackrock 0-5 Years TIPS Bond ETF STIP 7.35 Schwab put together this collection of Treasury Inflation Protected Securities (TIPS). Their principal price adjusts to track inflation.
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 4.90 BWX passively track a collection of governmental bonds from non-US countries
Telecommunications iShares Global Comm Services ETF IXP 4.41 IXP passively track the largest communications companies around the globe
Consumer Discretionary Fidelity MSCI Discretionary Sector ETF FDIS 3.84 Fidelity put together this collection of stocks to track an index of publicly traded consumer discretionary (non-staples) companies on US exchanges.
Financials iShares MSCI Europe Financials ETF EUFN 3.03 iShares manages this fund
Consumer Staples Carbon Collective: Consumer Staples CC: CoSt 3.03 Carbon Collective adjusted this collection of stocks to track the USA IMI MSCI consumer staples index with the meat and tobacco companies removed.
US Long Term Treasury Bond SPDR® Portfolio Long Term Treasury ETF SPTL 2.45 Schwab put together this collection of long term US treasury bonds to track the US long term treasury bond index.
US Mid Term Treasury Bond Schwab Mid Term Treasury Index SCHR 2.45 Schwab put together this collection of intermediate term US treasury bonds to track the US intermediate term treasury bond index.
Financials State Street S&P Regional Banking ETF KRE 1.52 State Street put together this collection of stocks to track an index of regional banks traded on US exchanges.
Financials State Street S&P Insurance ETF KIE 1.52 State Street put together this collection of stocks to track an index of insurance companies traded on US exchanges.
Financials State Street S&P Regional Banking ETF KCE 1.52 State Street put together this collection of stocks to track an index of capital market companies traded 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.
Cash Cash 1.00

Select Portfolio

Most Cautious (40/60)

Additional description for most cautious portfolio.

Visualiser:

Core: Most Cautious (40/60)

Detailed Breakdown: As of May 15, 2025.