The Broad Impact portfolio seeks to provide greater exposure to all of the different dimensions of social responsibility, such as lower carbon emissions, ethical labor management, or greater board diversity. It maintains a diversified, low-cost approach to help customers investing for the long-term achieve their performance goals while expressing their values.
Impact & Socially Responsible Investing
Who is it for
Investors looking to make and impact
Holdings
Based on an allocation of 70% stocks, 30% bonds
U.S. Total Stock Market
ESGU30.2%
Int'l Developed Market Stocks
ESGD30.1%
Int'l Emerging Market Stocks
ESGE6.3%
U.S. Shareholder Engagement Stocks
VOTE3.4%
Int'l Developed Market Bonds
BNDX10.3%
U.S. High Quality Bonds
EAGG10.4%
Int'l Emerging Market Bonds
EMB4.2%
U.S. Short-Term Treasuries
GBILU.S. Corporate Bonds
SUSC5.2%
U.S. Inflation-Protected Bonds
VTIP3.8
Allocations as of Mar. 31, 2022.
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. Blue Reef Capital 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.
Invested with benefits
Tax savings
Automated and optimized tax strategies help you earn more money over time.
Lower costs
Keep more money in your portfolio with low-cost exchange-traded funds (ETFs).
Adjusts automatically
Your investments are rebalanced as the market moves, with any dividends getting immediately reinvested.