Visualiser / Yield

Portfolio Selection

Most bold (90/10)

Visualiser:

Detailed Breakdown:

As of May 15, 2025.

Sector Company Ticker % Allocated Description
Green Bond Carbon Collective Short Duration Green Bond ETF CCSB 80.00% CCSB is a collection of short duration green bonds that is actively managed by Artesian in partnership with Carbon Collective.
US Gov Bonds WisdomTree Floating Rate Treasury Fund USFR 19.00% USFR holds a collection of floating rate treasury bonds that reset their coupons to whatever that weeks treasury auction went for 13 week bonds, thereby mimicking a 90-day US treasury ladder.
Cash Cash Cash 1.00%

More green (60/40)

Visualiser:

Detailed Breakdown:

As of May 15, 2025.

Sector Company Ticker % Allocated Description
Green Bond Carbon Collective Short Duration Green Bond ETF CCSB 60.00% CCSB is a collection of short duration green bonds that is actively managed by Artesian in partnership with Carbon Collective.
US Gov Bonds WisdomTree Floating Rate Treasury Fund USFR 39.00% USFR holds a collection of floating rate treasury bonds that reset their coupons to whatever that weeks treasury auction went for 13 week bonds, thereby mimicking a 90-day US treasury ladder.
Cash Cash Cash 1.00%

More treasuries (40/60)

Visualiser:

Detailed Breakdown:

As of May 15, 2025.

Sector Company Ticker % Allocated Description
US Gov Bonds WisdomTree Floating Rate Treasury Fund USFR 59.00% USFR holds a collection of floating rate treasury bonds that reset their coupons to whatever that weeks treasury auction went for 13 week bonds, thereby mimicking a 90-day US treasury ladder.
Green Bond Carbon Collective Short Duration Green Bond ETF CCSB 40.00% CCSB is a collection of short duration green bonds that is actively managed by Artesian in partnership with Carbon Collective.
Cash Cash Cash 1.00%

Mostly treasuries (20/80)

Visualiser:

Detailed Breakdown:

As of May 15, 2025.

Sector Company Ticker % Allocated Description
US Gov Bonds WisdomTree Floating Rate Treasury Fund USFR 79.00% USFR holds a collection of floating rate treasury bonds that reset their coupons to whatever that weeks treasury auction went for 13 week bonds, thereby mimicking a 90-day US treasury ladder.
Green Bond Carbon Collective Short Duration Green Bond ETF CCSB 20.00% CCSB is a collection of short duration green bonds that is actively managed by Artesian in partnership with Carbon Collective.
Cash Cash Cash 1.00%