Vanguard Growth & Global

Vanguard model portfolios take a strategic approach to investing. They offer consistently broad diversification, including exposure in balanced portfolios to more than 19,000 stocks and bonds worldwide. The approach starts with broad asset-class exposure to U.S. and international equities and U.S. and international investment-grade bonds in a strategic, index-centric framework.

Who is it for

Cost-conscious investors looking exclusively for Vanguard ETFs

Holdings

Based on an allocation of 70% stocks, 30% bonds

U.S. Large Cap Equities - Growth Stocks

VUG
20.9%

U.S. Large Cap Equities - Value Stocks

VTV
15.9%

U.S. Mortgage-backed Securities

VMBS
4.4%

International Developed Markets Equities

VEA
20.9%

U.S. Large Cap Small Cap Equities

VB
5.2%

U.S. Bonds - Short-Term Bonds Duration

BSV
7.8%

U.S. Bonds - Medium-Term Bonds Duration

BIV
4.3%

U.S. Bonds - Medium-Term Bonds Duration

BIV
4.3%

Int'l Developed Market Bonds

BNDX
9%

International Emerging Markets Equities

VWO
7%

Allocations as of Mar. 31, 2022.

This portfolio strategy has 11 different allocation options. The 70% stock, 30% bond portfolio has been selected to display holdings for an allocation. Different allocations will have different weights of each asset class. No recommendation of an allocation is being made by Blue Reef Capital

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.