Impact & Socially Responsible Investing

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.

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

ESGU
30.2%

Int'l Developed Market Stocks

ESGD
30.1%

Int'l Emerging Market Stocks

ESGE
6.3%

U.S. Shareholder Engagement Stocks

VOTE
3.4%

Int'l Developed Market Bonds

BNDX
10.3%

U.S. High Quality Bonds

EAGG
10.4%

Int'l Emerging Market Bonds

EMB
4.2%

U.S. Short-Term Treasuries

GBIL

U.S. Corporate Bonds

SUSC
5.2%

U.S. Inflation-Protected Bonds

VTIP
3.8

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.