Poster
Clock

3 min walkthrough of how we build our portfolios

Portfolio Visualizer

Portfolio type:

Climate Index & the low-carbon economy

Climate Index & the low-carbon economy

Climate Index & the low-carbon economy

Climate Index & the low-carbon economy

Climate Index & the low-carbon economy

Climate Index & the low-carbon economy

Just the climate index & green bonds

Just the climate index & green bonds

Just the climate index & green bonds

Just the climate index & green bonds

Just the climate index & green bonds

Just the climate index & green bonds

Very conservative portfolio built for capital protection

Select portfolio:

  • Most bold (90/10)
  • Bold (80/20)
  • Moderately Bold (70/30)
  • Moderately Cautious (60/40)
  • Cautious (50/50)
  • Most Cautious (40/60)
  • Most bold (90/10)
  • Bold (80/20)
  • Moderately Bold (70/30)
  • Moderately Cautious (60/40)
  • Cautious (50/50)
  • Most Cautious (40/60)
  • Safety Net (15/85)
90% stocks
8% bonds
2% cash
0% fossil fuels

21% Climate Index

69% Low-Carbon Economy ETFs

4.8% US Treasury Bonds

3.2% Green Bonds

2% Cash

80% stocks
18% bonds
2% cash
0% fossil fuels

18.6% Climate Index

61.4% Low-Carbon Economy ETFs

10.8% US Treasury Bonds

7.2% Green Bonds

2% Cash

70% stocks
28% bonds
2% cash
0% fossil fuels

16.3% Climate Index

53.7% Low-Carbon Economy ETFs

16.8% US Treasury Bonds

11.2% Green Bonds

2% Cash

60% stocks
38% bonds
2% cash
0% fossil fuels

14% Climate Index

46% Low-Carbon Economy ETFs

22.8% US Treasury Bonds

15.2% Green Bonds

2% Cash

50% stocks
48% bonds
2% cash
0% fossil fuels

11.7% Climate Index

38.4% Low-Carbon Economy ETFs

28.8% US Treasury Bonds

19.2% Green Bonds

2% Cash

40% stocks
58% bonds
2% cash
0% fossil fuels

9.3% Climate Index

30.7% Low-Carbon Economy ETFs

34.8% US Treasury Bonds

23.2% Green Bonds

2% Cash

90% stocks
8% bonds
2% cash
0% fossil fuels

90% Climate Index

0% Low-Carbon Economy ETFs

0% US Treasury Bonds

8% Green Bonds

2% Cash

80% stocks
18% bonds
2% cash
0% fossil fuels

80% Climate Index

0% Low-Carbon Economy ETFs

0% US Treasury Bonds

18% Green Bonds

2% Cash

70% stocks
28% bonds
2% cash
0% fossil fuels

70% Climate Index

0% Low-Carbon Economy ETFs

0% US Treasury Bonds

28% Green Bonds

2% Cash

60% stocks
38% bonds
2% cash
0% fossil fuels

60% Climate Index

0% Low-Carbon Economy ETFs

0% US Treasury Bonds

38% Green Bonds

2% Cash

50% stocks
48% bonds
2% cash
0% fossil fuels

50% Climate Index

0% Low-Carbon Economy ETFs

0% US Treasury Bonds

48% Green Bonds

2% Cash

40% stocks
58% bonds
2% cash
0% fossil fuels

40% Climate Index

0% Low-Carbon Economy ETFs

0% US Treasury Bonds

58% Green Bonds

2% Cash

15% stocks
83% bonds
2% cash
0% fossil fuels

3.5% Climate Index

11.5% Low-Carbon Economy ETFs

70.6% US Treasury Bonds

12.5% Green Bonds

2% Cash

Stats
Date

Nov 6, 2016 - Nov 5, 2021

BENCHMARK

Annual Return

21.11%

18.20%

Risk (STD)

14.30%

13.90%

Beta

0.91

0.90

Alpha

2.62%

0.24%

Current Yield

1.05%

-

Interobang

Disclosures

This data compares the selected Carbon Collective portfolio to the comparable blended US benchmark. For example, a 90% stock, 10% bond CC portfolio is compared to the 90/10 US stock/bond benchmark. Carbon Collective’s results include fees (0.25% annually) and assume reinvested dividends. The benchmark reflects a blend of the S&P 500 and Barcalys Aggregate US bonds Index. Performance of all Carbon Collective portfolios from 01/01/2015 - 10/18/20 are backtested, rebalancing on the first day of each year as if our climate-forward strategy had been launched in 2015. See the full details of how we simulate historical performance. Performance of Carbon Collective portfolios after 10/18/20 are simulated performance net of Carbon Collective’s fees and expenses of any underlying ETF included in the portfolios.

Simulated performance, nor past performance are a guarantee of future returns. Investments involve risks and there is always the potential of losing money when you invest in securities.

Stats
Date

Nov 6, 2016 - Nov 5, 2021

BENCHMARK

Annual Return

19.28%

16.55%

Risk (STD)

12.60%

12.40%

Beta

0.80

0.80

Alpha

2.98%

0.48%

Current Yield

1.05%

-

Interobang

Disclosures

This data compares the selected Carbon Collective portfolio to the comparable blended US benchmark. For example, a 90% stock, 10% bond CC portfolio is compared to the 90/10 US stock/bond benchmark. Carbon Collective’s results include fees (0.25% annually) and assume reinvested dividends. The benchmark reflects a blend of the S&P 500 and Barcalys Aggregate US bonds Index. Performance of all Carbon Collective portfolios from 01/01/2015 - 10/18/20 are backtested, rebalancing on the first day of each year as if our climate-forward strategy had been launched in 2015. See the full details of how we simulate historical performance. Performance of Carbon Collective portfolios after 10/18/20 are simulated performance net of Carbon Collective’s fees and expenses of any underlying ETF included in the portfolios.

Simulated performance, nor past performance are a guarantee of future returns. Investments involve risks and there is always the potential of losing money when you invest in securities.

Stats
Date

Nov 6, 2016 - Nov 5, 2021

BENCHMARK

Annual Return

17.25%

14.90%

Risk (STD)

11.00%

10.90%

Beta

0.69

0.70

Alpha

3.12%

0.72%

Current Yield

1.07%

-

Interobang

Disclosures

This data compares the selected Carbon Collective portfolio to the comparable blended US benchmark. For example, a 90% stock, 10% bond CC portfolio is compared to the 90/10 US stock/bond benchmark. Carbon Collective’s results include fees (0.25% annually) and assume reinvested dividends. The benchmark reflects a blend of the S&P 500 and Barcalys Aggregate US bonds Index. Performance of all Carbon Collective portfolios from 01/01/2015 - 10/18/20 are backtested, rebalancing on the first day of each year as if our climate-forward strategy had been launched in 2015. See the full details of how we simulate historical performance. Performance of Carbon Collective portfolios after 10/18/20 are simulated performance net of Carbon Collective’s fees and expenses of any underlying ETF included in the portfolios.

Simulated performance, nor past performance are a guarantee of future returns. Investments involve risks and there is always the potential of losing money when you invest in securities.

Stats
Date

Nov 6, 2016 - Nov 5, 2021

BENCHMARK

Annual Return

15.20%

13.23%

Risk (STD)

9.40%

9.40%

Beta

0.59

0.60

Alpha

3.25%

0.96%

Current Yield

1.08%

-

Interobang

Disclosures

This data compares the selected Carbon Collective portfolio to the comparable blended US benchmark. For example, a 90% stock, 10% bond CC portfolio is compared to the 90/10 US stock/bond benchmark. Carbon Collective’s results include fees (0.25% annually) and assume reinvested dividends. The benchmark reflects a blend of the S&P 500 and Barcalys Aggregate US bonds Index. Performance of all Carbon Collective portfolios from 01/01/2015 - 10/18/20 are backtested, rebalancing on the first day of each year as if our climate-forward strategy had been launched in 2015. See the full details of how we simulate historical performance. Performance of Carbon Collective portfolios after 10/18/20 are simulated performance net of Carbon Collective’s fees and expenses of any underlying ETF included in the portfolios.

Simulated performance, nor past performance are a guarantee of future returns. Investments involve risks and there is always the potential of losing money when you invest in securities.

Stats
Date

Nov 6, 2016 - Nov 5, 2021

BENCHMARK

Annual Return

13.15%

11.57%

Risk (STD)

7.90%

7.90%

Beta

0.48

0.51

Alpha

3.37%

1.20%

Current Yield

1.10%

-

Interobang

Disclosures

This data compares the selected Carbon Collective portfolio to the comparable blended US benchmark. For example, a 90% stock, 10% bond CC portfolio is compared to the 90/10 US stock/bond benchmark. Carbon Collective’s results include fees (0.25% annually) and assume reinvested dividends. The benchmark reflects a blend of the S&P 500 and Barcalys Aggregate US bonds Index. Performance of all Carbon Collective portfolios from 01/01/2015 - 10/18/20 are backtested, rebalancing on the first day of each year as if our climate-forward strategy had been launched in 2015. See the full details of how we simulate historical performance. Performance of Carbon Collective portfolios after 10/18/20 are simulated performance net of Carbon Collective’s fees and expenses of any underlying ETF included in the portfolios.

Simulated performance, nor past performance are a guarantee of future returns. Investments involve risks and there is always the potential of losing money when you invest in securities.

Stats
Date

Nov 6, 2016 - Nov 5, 2021

BENCHMARK

Annual Return

11.09%

9.90%

Risk (STD)

6.60%

6.50%

Beta

0.37

0.41

Alpha

3.47%

1.44%

Current Yield

1.11%

-

Interobang

Disclosures

This data compares the selected Carbon Collective portfolio to the comparable blended US benchmark. For example, a 90% stock, 10% bond CC portfolio is compared to the 90/10 US stock/bond benchmark. Carbon Collective’s results include fees (0.25% annually) and assume reinvested dividends. The benchmark reflects a blend of the S&P 500 and Barcalys Aggregate US bonds Index. Performance of all Carbon Collective portfolios from 01/01/2015 - 10/18/20 are backtested, rebalancing on the first day of each year as if our climate-forward strategy had been launched in 2015. See the full details of how we simulate historical performance. Performance of Carbon Collective portfolios after 10/18/20 are simulated performance net of Carbon Collective’s fees and expenses of any underlying ETF included in the portfolios.

Simulated performance, nor past performance are a guarantee of future returns. Investments involve risks and there is always the potential of losing money when you invest in securities.

Stats
Date

Nov 6, 2016 - Nov 5, 2021

BENCHMARK

Annual Return

28.23%

18.20%

Risk (STD)

17.70%

13.90%

Beta

0.96

0.90

Alpha

8.74%

0.24%

Current Yield

0.92%

-

Interobang

Disclosures

This data compares the selected Carbon Collective portfolio to the comparable blended US benchmark. For example, a 90% stock, 10% bond CC portfolio is compared to the 90/10 US stock/bond benchmark. Carbon Collective’s results include fees (0.25% annually) and assume reinvested dividends. The benchmark reflects a blend of the S&P 500 and Barcalys Aggregate US bonds Index. Performance of all Carbon Collective portfolios from 01/01/2015 - 10/18/20 are backtested, rebalancing on the first day of each year as if our climate-forward strategy had been launched in 2015. See the full details of how we simulate historical performance. Performance of Carbon Collective portfolios after 10/18/20 are simulated performance net of Carbon Collective’s fees and expenses of any underlying ETF included in the portfolios.

Simulated performance, nor past performance are a guarantee of future returns. Investments involve risks and there is always the potential of losing money when you invest in securities.

Stats
Date

Nov 6, 2016 - Nov 5, 2021

BENCHMARK

Annual Return

25.38%

16.55%

Risk (STD)

15.90%

12.40%

Beta

0.86

0.80

Alpha

7.99%

0.48%

Current Yield

0.88%

-

Interobang

Disclosures

This data compares the selected Carbon Collective portfolio to the comparable blended US benchmark. For example, a 90% stock, 10% bond CC portfolio is compared to the 90/10 US stock/bond benchmark. Carbon Collective’s results include fees (0.25% annually) and assume reinvested dividends. The benchmark reflects a blend of the S&P 500 and Barcalys Aggregate US bonds Index. Performance of all Carbon Collective portfolios from 01/01/2015 - 10/18/20 are backtested, rebalancing on the first day of each year as if our climate-forward strategy had been launched in 2015. See the full details of how we simulate historical performance. Performance of Carbon Collective portfolios after 10/18/20 are simulated performance net of Carbon Collective’s fees and expenses of any underlying ETF included in the portfolios.

Simulated performance, nor past performance are a guarantee of future returns. Investments involve risks and there is always the potential of losing money when you invest in securities.

Stats
Date

Nov 6, 2016 - Nov 5, 2021

BENCHMARK

Annual Return

22.56%

14.90%

Risk (STD)

14.20%

10.90%

Beta

0.77

0.70

Alpha

7.23%

0.72%

Current Yield

0.84%

-

Interobang

Disclosures

This data compares the selected Carbon Collective portfolio to the comparable blended US benchmark. For example, a 90% stock, 10% bond CC portfolio is compared to the 90/10 US stock/bond benchmark. Carbon Collective’s results include fees (0.25% annually) and assume reinvested dividends. The benchmark reflects a blend of the S&P 500 and Barcalys Aggregate US bonds Index. Performance of all Carbon Collective portfolios from 01/01/2015 - 10/18/20 are backtested, rebalancing on the first day of each year as if our climate-forward strategy had been launched in 2015. See the full details of how we simulate historical performance. Performance of Carbon Collective portfolios after 10/18/20 are simulated performance net of Carbon Collective’s fees and expenses of any underlying ETF included in the portfolios.

Simulated performance, nor past performance are a guarantee of future returns. Investments involve risks and there is always the potential of losing money when you invest in securities.

Stats
Date

Nov 6, 2016 - Nov 5, 2021

BENCHMARK

Annual Return

19.71%

13.23%

Risk (STD)

12.50%

9.40%

Beta

0.67

0.60

Alpha

6.44%

0.96%

Current Yield

0.81%

-

Interobang

Disclosures

This data compares the selected Carbon Collective portfolio to the comparable blended US benchmark. For example, a 90% stock, 10% bond CC portfolio is compared to the 90/10 US stock/bond benchmark. Carbon Collective’s results include fees (0.25% annually) and assume reinvested dividends. The benchmark reflects a blend of the S&P 500 and Barcalys Aggregate US bonds Index. Performance of all Carbon Collective portfolios from 01/01/2015 - 10/18/20 are backtested, rebalancing on the first day of each year as if our climate-forward strategy had been launched in 2015. See the full details of how we simulate historical performance. Performance of Carbon Collective portfolios after 10/18/20 are simulated performance net of Carbon Collective’s fees and expenses of any underlying ETF included in the portfolios.

Simulated performance, nor past performance are a guarantee of future returns. Investments involve risks and there is always the potential of losing money when you invest in securities.

Stats
Date

Nov 6, 2016 - Nov 5, 2021

BENCHMARK

Annual Return

16.90%

11.57%

Risk (STD)

10.90%

7.90%

Beta

0.58

0.51

Alpha

5.62%

1.20%

Current Yield

0.77%

-

Interobang

Disclosures

This data compares the selected Carbon Collective portfolio to the comparable blended US benchmark. For example, a 90% stock, 10% bond CC portfolio is compared to the 90/10 US stock/bond benchmark. Carbon Collective’s results include fees (0.25% annually) and assume reinvested dividends. The benchmark reflects a blend of the S&P 500 and Barcalys Aggregate US bonds Index. Performance of all Carbon Collective portfolios from 01/01/2015 - 10/18/20 are backtested, rebalancing on the first day of each year as if our climate-forward strategy had been launched in 2015. See the full details of how we simulate historical performance. Performance of Carbon Collective portfolios after 10/18/20 are simulated performance net of Carbon Collective’s fees and expenses of any underlying ETF included in the portfolios.

Simulated performance, nor past performance are a guarantee of future returns. Investments involve risks and there is always the potential of losing money when you invest in securities.

Stats
Date

Nov 6, 2016 - Nov 5, 2021

BENCHMARK

Annual Return

13.89%

9.90%

Risk (STD)

9.10%

6.50%

Beta

0.48

0.41

Alpha

4.73%

1.44%

Current Yield

0.72%

-

Interobang

Disclosures

This data compares the selected Carbon Collective portfolio to the comparable blended US benchmark. For example, a 90% stock, 10% bond CC portfolio is compared to the 90/10 US stock/bond benchmark. Carbon Collective’s results include fees (0.25% annually) and assume reinvested dividends. The benchmark reflects a blend of the S&P 500 and Barcalys Aggregate US bonds Index. Performance of all Carbon Collective portfolios from 01/01/2015 - 10/18/20 are backtested, rebalancing on the first day of each year as if our climate-forward strategy had been launched in 2015. See the full details of how we simulate historical performance. Performance of Carbon Collective portfolios after 10/18/20 are simulated performance net of Carbon Collective’s fees and expenses of any underlying ETF included in the portfolios.

Simulated performance, nor past performance are a guarantee of future returns. Investments involve risks and there is always the potential of losing money when you invest in securities.

Stats
Date

Nov 6, 2016 - Nov 5, 2021

BENCHMARK

Annual Return

5.11%

5.82%

Risk (STD)

2.60%

4.00%

Beta

0.14

0.19

Alpha

1.79%

1.64%

Current Yield

0.84%

-

Interobang

Disclosures

This data compares the selected Carbon Collective portfolio to the comparable blended US benchmark. For example, a 90% stock, 10% bond CC portfolio is compared to the 90/10 US stock/bond benchmark. Carbon Collective’s results include fees (0.25% annually) and assume reinvested dividends. The benchmark reflects a blend of the S&P 500 and Barcalys Aggregate US bonds Index. Performance of all Carbon Collective portfolios from 01/01/2015 - 10/18/20 are backtested, rebalancing on the first day of each year as if our climate-forward strategy had been launched in 2015. See the full details of how we simulate historical performance. Performance of Carbon Collective portfolios after 10/18/20 are simulated performance net of Carbon Collective’s fees and expenses of any underlying ETF included in the portfolios.

Simulated performance, nor past performance are a guarantee of future returns. Investments involve risks and there is always the potential of losing money when you invest in securities.

Detailed Breakdown
You see details for Core and Most bold (90/10) portfolios
SECTOR  COMPANY  Ticker  % ALLOCATED  DESCRIPTION 
Telecommunications Fidelity MSCI Telecommunications Sector ETF FCOM 8.58% Fidelity put together this collection of stocks to track an index of telecommunications companies traded on the New York Stock Exchange
Consumer Staples Carbon Collective: Consumer Staples CC: CoSt 5.32% Carbon Collective adjusted this collection of stocks to track the USA IMI MSCI consumer staples index with the meat and tobacco companies removed
Green Bond Blackrock Global Green Bond ETF BGRN 2.26% Blackrock put together this collection of bonds to track an index of the global green bonds that are used to finance renewable infrastructure
US Long Term Treasury Bond Vanguard Long Term Treasury Index VGLT 2.40% Vanguard put together this collection of long term US treasury bonds to track the US long term treasury bond index
Cash Cash CASH 2.00%
Climate Index Carbon Collective: Climate Index CC: Climate 20.96% Carbon Collective put together this collection of stocks to track all of the companies building solutions to climate change
Technology Fidelity MSCI Technology Sector ETF FTEC 19.04% Fidelity put together this collection of stocks to track an index of technology companies traded on the New York Stock Exchange
Healthcare Fidelity MSCI Healthcare Sector ETF FHLC 10.81% Fidelity put together this collection of stocks to track an index of healthcare companies traded on the New York Stock Exchange
Consumer Discretionary Fidelity MSCI Discretionary Sector ETF FDIS 11.09% Fidelity put together this collection of stocks to track an index of consumer discretionary (non-staples) companies traded on the New York Stock Exchange
Financials State Street S&P Regional Banking ETF KRE 5.94% State Street put together this collection of stocks to track an index of regional banks traded on the New York Stock Exchange
Financials State Street S&P Insurance ETF KIE 5.94% State Street put together this collection of stocks to track an index of insurance companies traded on the New York Stock Exchange
VanEck Vector Green Bond ETF GRNB 0.94% VanEck put together this collection of bonds to track an index of the global green bonds that are used to finance renewable infrastructure
Real Estate Schwab XL REIT ETF XLRE 2.31% Schwab put together this collection of REITs to track an index of the largest Real Estate Investment Trusts (REITs) traded on the New York Stock Exchange
US Mid Term Treasury Bond Schwab Mid Term Treasury Index SCHR 1.60% Schwab put together this collection of intermediate term US treasury bonds to track the US intermediate term treasury bond index
US Short Term Treasury Bond Vanguard Short Term Treasury Index VGSH 0.40% Vanguard put together this collection of short term US treasury bonds to track the US short term treasury bond index
TIPS Blackrock 0-5 Years TIPS Bond ETF STIP 0.40% Schwab put together this collection of Treasury Inflation Protected Securities (TIPS). Their principal price adjusts to track inflation
Fidelity MSCI Telecommunications Sector ETF
FCOM
Allocated8.58%
Fidelity put together this collection of stocks to track an index of telecommunications companies traded on the New York Stock Exchange
Carbon Collective: Consumer Staples
CC: CoSt
Allocated5.32%
Carbon Collective adjusted this collection of stocks to track the USA IMI MSCI consumer staples index with the meat and tobacco companies removed
Blackrock Global Green Bond ETF
BGRN
Allocated2.26%
Blackrock put together this collection of bonds to track an index of the global green bonds that are used to finance renewable infrastructure
Vanguard Long Term Treasury Index
VGLT
Allocated2.40%
Vanguard put together this collection of long term US treasury bonds to track the US long term treasury bond index
Cash
CASH
Allocated2.00%
Carbon Collective: Climate Index
CC: Climate
Allocated20.96%
Carbon Collective put together this collection of stocks to track all of the companies building solutions to climate change
Fidelity MSCI Technology Sector ETF
FTEC
Allocated19.04%
Fidelity put together this collection of stocks to track an index of technology companies traded on the New York Stock Exchange
Fidelity MSCI Healthcare Sector ETF
FHLC
Allocated10.81%
Fidelity put together this collection of stocks to track an index of healthcare companies traded on the New York Stock Exchange
Fidelity MSCI Discretionary Sector ETF
FDIS
Allocated11.09%
Fidelity put together this collection of stocks to track an index of consumer discretionary (non-staples) companies traded on the New York Stock Exchange
State Street S&P Regional Banking ETF
KRE
Allocated5.94%
State Street put together this collection of stocks to track an index of regional banks traded on the New York Stock Exchange
State Street S&P Insurance ETF
KIE
Allocated5.94%
State Street put together this collection of stocks to track an index of insurance companies traded on the New York Stock Exchange
Schwab XL REIT ETF
XLRE
Allocated2.31%
Schwab put together this collection of REITs to track an index of the largest Real Estate Investment Trusts (REITs) traded on the New York Stock Exchange
Schwab Mid Term Treasury Index
SCHR
Allocated1.60%
Schwab put together this collection of intermediate term US treasury bonds to track the US intermediate term treasury bond index
Vanguard Short Term Treasury Index
VGSH
Allocated0.40%
Vanguard put together this collection of short term US treasury bonds to track the US short term treasury bond index
Blackrock 0-5 Years TIPS Bond ETF
STIP
Allocated0.40%
Schwab put together this collection of Treasury Inflation Protected Securities (TIPS). Their principal price adjusts to track inflation
Detailed Breakdown
You see details for Core and Bold (80/20) portfolios
SECTOR  COMPANY  Ticker  % ALLOCATED  DESCRIPTION 
Technology Fidelity MSCI Technology Sector ETF FTEC 16.92% Fidelity put together this collection of stocks to track an index of technology companies traded on the New York Stock Exchange
Consumer Discretionary Fidelity MSCI Discretionary Sector ETF FDIS 9.86% Fidelity put together this collection of stocks to track an index of consumer discretionary (non-staples) companies traded on the New York Stock Exchange
Telecommunications Fidelity MSCI Telecommunications Sector ETF FCOM 7.63% Fidelity put together this collection of stocks to track an index of telecommunications companies traded on the New York Stock Exchange
VanEck Vector Green Bond ETF GRNB 2.13% VanEck put together this collection of bonds to track an index of the global green bonds that are used to finance renewable infrastructure
Real Estate Schwab XL REIT ETF XLRE 2.06% Schwab put together this collection of REITs to track an index of the largest Real Estate Investment Trusts (REITs) traded on the New York Stock Exchange
US Mid Term Treasury Bond Schwab Mid Term Treasury Index SCHR 3.60% Schwab put together this collection of intermediate term US treasury bonds to track the US intermediate term treasury bond index
TIPS Blackrock 0-5 Years TIPS Bond ETF STIP 0.90% Schwab put together this collection of Treasury Inflation Protected Securities (TIPS). Their principal price adjusts to track inflation
Climate Index Carbon Collective: Climate Index CC: Climate 18.63% Carbon Collective put together this collection of stocks to track all of the companies building solutions to climate change
Healthcare Fidelity MSCI Healthcare Sector ETF FHLC 9.61% Fidelity put together this collection of stocks to track an index of healthcare companies traded on the New York Stock Exchange
Consumer Staples Carbon Collective: Consumer Staples CC: CoSt 4.73% 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 5.28% State Street put together this collection of stocks to track an index of regional banks traded on the New York Stock Exchange
Financials State Street S&P Insurance ETF KIE 5.28% State Street put together this collection of stocks to track an index of insurance companies traded on the New York Stock Exchange
Green Bond Blackrock Global Green Bond ETF BGRN 5.07% Blackrock put together this collection of bonds to track an index of the global green bonds that are used to finance renewable infrastructure
US Long Term Treasury Bond Vanguard Long Term Treasury Index VGLT 5.40% Vanguard put together this collection of long term US treasury bonds to track the US long term treasury bond index
Cash Cash CASH 2.00%
US Short Term Treasury Bond Vanguard Short Term Treasury Index VGSH 0.90% Vanguard put together this collection of short term US treasury bonds to track the US short term treasury bond index
Fidelity MSCI Technology Sector ETF
FTEC
Allocated16.92%
Fidelity put together this collection of stocks to track an index of technology companies traded on the New York Stock Exchange
Fidelity MSCI Discretionary Sector ETF
FDIS
Allocated9.86%
Fidelity put together this collection of stocks to track an index of consumer discretionary (non-staples) companies traded on the New York Stock Exchange
Fidelity MSCI Telecommunications Sector ETF
FCOM
Allocated7.63%
Fidelity put together this collection of stocks to track an index of telecommunications companies traded on the New York Stock Exchange
Schwab XL REIT ETF
XLRE
Allocated2.06%
Schwab put together this collection of REITs to track an index of the largest Real Estate Investment Trusts (REITs) traded on the New York Stock Exchange
Schwab Mid Term Treasury Index
SCHR
Allocated3.60%
Schwab put together this collection of intermediate term US treasury bonds to track the US intermediate term treasury bond index
Blackrock 0-5 Years TIPS Bond ETF
STIP
Allocated0.90%
Schwab put together this collection of Treasury Inflation Protected Securities (TIPS). Their principal price adjusts to track inflation
Carbon Collective: Climate Index
CC: Climate
Allocated18.63%
Carbon Collective put together this collection of stocks to track all of the companies building solutions to climate change
Fidelity MSCI Healthcare Sector ETF
FHLC
Allocated9.61%
Fidelity put together this collection of stocks to track an index of healthcare companies traded on the New York Stock Exchange
Carbon Collective: Consumer Staples
CC: CoSt
Allocated4.73%
Carbon Collective adjusted this collection of stocks to track the USA IMI MSCI consumer staples index with the meat and tobacco companies removed
State Street S&P Regional Banking ETF
KRE
Allocated5.28%
State Street put together this collection of stocks to track an index of regional banks traded on the New York Stock Exchange
State Street S&P Insurance ETF
KIE
Allocated5.28%
State Street put together this collection of stocks to track an index of insurance companies traded on the New York Stock Exchange
Blackrock Global Green Bond ETF
BGRN
Allocated5.07%
Blackrock put together this collection of bonds to track an index of the global green bonds that are used to finance renewable infrastructure
Vanguard Long Term Treasury Index
VGLT
Allocated5.40%
Vanguard put together this collection of long term US treasury bonds to track the US long term treasury bond index
Cash
CASH
Allocated2.00%
Vanguard Short Term Treasury Index
VGSH
Allocated0.90%
Vanguard put together this collection of short term US treasury bonds to track the US short term treasury bond index
Detailed Breakdown
You see details for Core and Moderately bold (70/30) portfolios
SECTOR  COMPANY  Ticker  % ALLOCATED  DESCRIPTION 
Climate Index Carbon Collective: Climate Index CC: Climate 16.30% Carbon Collective put together this collection of stocks to track all of the companies building solutions to climate change
Consumer Discretionary Fidelity MSCI Discretionary Sector ETF FDIS 8.62% Fidelity put together this collection of stocks to track an index of consumer discretionary (non-staples) companies traded on the New York Stock Exchange
Financials State Street S&P Insurance ETF KIE 4.62% State Street put together this collection of stocks to track an index of insurance companies traded on the New York Stock Exchange
VanEck Vector Green Bond ETF GRNB 3.31% VanEck put together this collection of bonds to track an index of the global green bonds that are used to finance renewable infrastructure
US Long Term Treasury Bond Vanguard Long Term Treasury Index VGLT 8.40% Vanguard put together this collection of long term US treasury bonds to track the US long term treasury bond index
Real Estate Schwab XL REIT ETF XLRE 1.80% Schwab put together this collection of REITs to track an index of the largest Real Estate Investment Trusts (REITs) traded on the New York Stock Exchange
US Short Term Treasury Bond Vanguard Short Term Treasury Index VGSH 1.40% Vanguard put together this collection of short term US treasury bonds to track the US short term treasury bond index
Technology Fidelity MSCI Technology Sector ETF FTEC 14.81% Fidelity put together this collection of stocks to track an index of technology companies traded on the New York Stock Exchange
Healthcare Fidelity MSCI Healthcare Sector ETF FHLC 8.41% Fidelity put together this collection of stocks to track an index of healthcare companies traded on the New York Stock Exchange
Telecommunications Fidelity MSCI Telecommunications Sector ETF FCOM 6.68% Fidelity put together this collection of stocks to track an index of telecommunications companies traded on the New York Stock Exchange
Consumer Staples Carbon Collective: Consumer Staples CC: CoSt 4.14% 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 4.62% State Street put together this collection of stocks to track an index of regional banks traded on the New York Stock Exchange
Green Bond Blackrock Global Green Bond ETF BGRN 7.89% Blackrock put together this collection of bonds to track an index of the global green bonds that are used to finance renewable infrastructure
Cash Cash CASH 2.00%
US Mid Term Treasury Bond Schwab Mid Term Treasury Index SCHR 5.60% Schwab put together this collection of intermediate term US treasury bonds to track the US intermediate term treasury bond index
TIPS Blackrock 0-5 Years TIPS Bond ETF STIP 1.40% Schwab put together this collection of Treasury Inflation Protected Securities (TIPS). Their principal price adjusts to track inflation
Carbon Collective: Climate Index
CC: Climate
Allocated16.30%
Carbon Collective put together this collection of stocks to track all of the companies building solutions to climate change
Fidelity MSCI Discretionary Sector ETF
FDIS
Allocated8.62%
Fidelity put together this collection of stocks to track an index of consumer discretionary (non-staples) companies traded on the New York Stock Exchange
State Street S&P Insurance ETF
KIE
Allocated4.62%
State Street put together this collection of stocks to track an index of insurance companies traded on the New York Stock Exchange
Vanguard Long Term Treasury Index
VGLT
Allocated8.40%
Vanguard put together this collection of long term US treasury bonds to track the US long term treasury bond index
Schwab XL REIT ETF
XLRE
Allocated1.80%
Schwab put together this collection of REITs to track an index of the largest Real Estate Investment Trusts (REITs) traded on the New York Stock Exchange
Vanguard Short Term Treasury Index
VGSH
Allocated1.40%
Vanguard put together this collection of short term US treasury bonds to track the US short term treasury bond index
Fidelity MSCI Technology Sector ETF
FTEC
Allocated14.81%
Fidelity put together this collection of stocks to track an index of technology companies traded on the New York Stock Exchange
Fidelity MSCI Healthcare Sector ETF
FHLC
Allocated8.41%
Fidelity put together this collection of stocks to track an index of healthcare companies traded on the New York Stock Exchange
Fidelity MSCI Telecommunications Sector ETF
FCOM
Allocated6.68%
Fidelity put together this collection of stocks to track an index of telecommunications companies traded on the New York Stock Exchange
Carbon Collective: Consumer Staples
CC: CoSt
Allocated4.14%
Carbon Collective adjusted this collection of stocks to track the USA IMI MSCI consumer staples index with the meat and tobacco companies removed
State Street S&P Regional Banking ETF
KRE
Allocated4.62%
State Street put together this collection of stocks to track an index of regional banks traded on the New York Stock Exchange
Blackrock Global Green Bond ETF
BGRN
Allocated7.89%
Blackrock put together this collection of bonds to track an index of the global green bonds that are used to finance renewable infrastructure
Cash
CASH
Allocated2.00%
Schwab Mid Term Treasury Index
SCHR
Allocated5.60%
Schwab put together this collection of intermediate term US treasury bonds to track the US intermediate term treasury bond index
Blackrock 0-5 Years TIPS Bond ETF
STIP
Allocated1.40%
Schwab put together this collection of Treasury Inflation Protected Securities (TIPS). Their principal price adjusts to track inflation
Detailed Breakdown
You see details for Core and Moderately cautious (60/40) portfolios
SECTOR  COMPANY  Ticker  % ALLOCATED  DESCRIPTION 
Technology Fidelity MSCI Technology Sector ETF FTEC 12.69% Fidelity put together this collection of stocks to track an index of technology companies traded on the New York Stock Exchange
Healthcare Fidelity MSCI Healthcare Sector ETF FHLC 7.21% Fidelity put together this collection of stocks to track an index of healthcare companies traded on the New York Stock Exchange
Telecommunications Fidelity MSCI Telecommunications Sector ETF FCOM 5.72% Fidelity put together this collection of stocks to track an index of telecommunications companies traded on the New York Stock Exchange
Financials State Street S&P Insurance ETF KIE 3.96% State Street put together this collection of stocks to track an index of insurance companies traded on the New York Stock Exchange
Green Bond Blackrock Global Green Bond ETF BGRN 10.71% Blackrock put together this collection of bonds to track an index of the global green bonds that are used to finance renewable infrastructure
VanEck Vector Green Bond ETF GRNB 4.49% VanEck put together this collection of bonds to track an index of the global green bonds that are used to finance renewable infrastructure
Real Estate Schwab XL REIT ETF XLRE 1.54% Schwab put together this collection of REITs to track an index of the largest Real Estate Investment Trusts (REITs) traded on the New York Stock Exchange
Cash Cash CASH 2.00%
TIPS Blackrock 0-5 Years TIPS Bond ETF STIP 1.90% Schwab put together this collection of Treasury Inflation Protected Securities (TIPS). Their principal price adjusts to track inflation
Climate Index Carbon Collective: Climate Index CC: Climate 13.97% Carbon Collective put together this collection of stocks to track all of the companies building solutions to climate change
Consumer Discretionary Fidelity MSCI Discretionary Sector ETF FDIS 7.39% Fidelity put together this collection of stocks to track an index of consumer discretionary (non-staples) companies traded on the New York Stock Exchange
Consumer Staples Carbon Collective: Consumer Staples CC: CoSt 3.55% 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 3.96% State Street put together this collection of stocks to track an index of regional banks traded on the New York Stock Exchange
US Long Term Treasury Bond Vanguard Long Term Treasury Index VGLT 11.40% Vanguard 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 7.60% Schwab put together this collection of intermediate term US treasury bonds to track the US intermediate term treasury bond index
US Short Term Treasury Bond Vanguard Short Term Treasury Index VGSH 1.90% Vanguard put together this collection of short term US treasury bonds to track the US short term treasury bond index
Fidelity MSCI Technology Sector ETF
FTEC
Allocated12.69%
Fidelity put together this collection of stocks to track an index of technology companies traded on the New York Stock Exchange
Fidelity MSCI Healthcare Sector ETF
FHLC
Allocated7.21%
Fidelity put together this collection of stocks to track an index of healthcare companies traded on the New York Stock Exchange
Fidelity MSCI Telecommunications Sector ETF
FCOM
Allocated5.72%
Fidelity put together this collection of stocks to track an index of telecommunications companies traded on the New York Stock Exchange
State Street S&P Insurance ETF
KIE
Allocated3.96%
State Street put together this collection of stocks to track an index of insurance companies traded on the New York Stock Exchange
Blackrock Global Green Bond ETF
BGRN
Allocated10.71%
Blackrock put together this collection of bonds to track an index of the global green bonds that are used to finance renewable infrastructure
Schwab XL REIT ETF
XLRE
Allocated1.54%
Schwab put together this collection of REITs to track an index of the largest Real Estate Investment Trusts (REITs) traded on the New York Stock Exchange
Cash
CASH
Allocated2.00%
Blackrock 0-5 Years TIPS Bond ETF
STIP
Allocated1.90%
Schwab put together this collection of Treasury Inflation Protected Securities (TIPS). Their principal price adjusts to track inflation
Carbon Collective: Climate Index
CC: Climate
Allocated13.97%
Carbon Collective put together this collection of stocks to track all of the companies building solutions to climate change
Fidelity MSCI Discretionary Sector ETF
FDIS
Allocated7.39%
Fidelity put together this collection of stocks to track an index of consumer discretionary (non-staples) companies traded on the New York Stock Exchange
Carbon Collective: Consumer Staples
CC: CoSt
Allocated3.55%
Carbon Collective adjusted this collection of stocks to track the USA IMI MSCI consumer staples index with the meat and tobacco companies removed
State Street S&P Regional Banking ETF
KRE
Allocated3.96%
State Street put together this collection of stocks to track an index of regional banks traded on the New York Stock Exchange
Vanguard Long Term Treasury Index
VGLT
Allocated11.40%
Vanguard put together this collection of long term US treasury bonds to track the US long term treasury bond index
Schwab Mid Term Treasury Index
SCHR
Allocated7.60%
Schwab put together this collection of intermediate term US treasury bonds to track the US intermediate term treasury bond index
Vanguard Short Term Treasury Index
VGSH
Allocated1.90%
Vanguard put together this collection of short term US treasury bonds to track the US short term treasury bond index
Detailed Breakdown
You see details for Core and Cautious (50/50) portfolios
SECTOR  COMPANY  Ticker  % ALLOCATED  DESCRIPTION 
Climate Index Carbon Collective: Climate Index CC: Climate 11.65% Carbon Collective put together this collection of stocks to track all of the companies building solutions to climate change
Healthcare Fidelity MSCI Healthcare Sector ETF FHLC 6.01% Fidelity put together this collection of stocks to track an index of healthcare companies traded on the New York Stock Exchange
Consumer Staples Carbon Collective: Consumer Staples CC: CoSt 2.96% Carbon Collective adjusted this collection of stocks to track the USA IMI MSCI consumer staples index with the meat and tobacco companies removed
Green Bond Blackrock Global Green Bond ETF BGRN 13.53% Blackrock put together this collection of bonds to track an index of the global green bonds that are used to finance renewable infrastructure
Technology Fidelity MSCI Technology Sector ETF FTEC 10.58% Fidelity put together this collection of stocks to track an index of technology companies traded on the New York Stock Exchange
Consumer Discretionary Fidelity MSCI Discretionary Sector ETF FDIS 6.16% Fidelity put together this collection of stocks to track an index of consumer discretionary (non-staples) companies traded on the New York Stock Exchange
Telecommunications Fidelity MSCI Telecommunications Sector ETF FCOM 4.77% Fidelity put together this collection of stocks to track an index of telecommunications companies traded on the New York Stock Exchange
Financials State Street S&P Regional Banking ETF KRE 3.30% State Street put together this collection of stocks to track an index of regional banks traded on the New York Stock Exchange
Financials State Street S&P Insurance ETF KIE 3.30% State Street put together this collection of stocks to track an index of insurance companies traded on the New York Stock Exchange
Green Bond VanEck Vector Green Bond ETF GRNB 5.67% VanEck put together this collection of bonds to track an index of the global green bonds that are used to finance renewable infrastructure
US Long Term Treasury Bond Vanguard Long Term Treasury Index VGLT 14.40% Vanguard put together this collection of long term US treasury bonds to track the US long term treasury bond index
Real Estate Schwab XL REIT ETF XLRE 1.29% Schwab put together this collection of REITs to track an index of the largest Real Estate Investment Trusts (REITs) traded on the New York Stock Exchange
Cash Cash CASH 2.00%
US Mid Term Treasury Bond Schwab Mid Term Treasury Index SCHR 9.60% Schwab put together this collection of intermediate term US treasury bonds to track the US intermediate term treasury bond index
US Short Term Treasury Bond Vanguard Short Term Treasury Index VGSH 2.40% Vanguard put together this collection of short term US treasury bonds to track the US short term treasury bond index
TIPS Blackrock 0-5 Years TIPS Bond ETF STIP 2.40% Schwab put together this collection of Treasury Inflation Protected Securities (TIPS). Their principal price adjusts to track inflation
Carbon Collective: Climate Index
CC: Climate
Allocated11.65%
Carbon Collective put together this collection of stocks to track all of the companies building solutions to climate change
Fidelity MSCI Healthcare Sector ETF
FHLC
Allocated6.01%
Fidelity put together this collection of stocks to track an index of healthcare companies traded on the New York Stock Exchange
Carbon Collective: Consumer Staples
CC: CoSt
Allocated2.96%
Carbon Collective adjusted this collection of stocks to track the USA IMI MSCI consumer staples index with the meat and tobacco companies removed
Blackrock Global Green Bond ETF
BGRN
Allocated13.53%
Blackrock put together this collection of bonds to track an index of the global green bonds that are used to finance renewable infrastructure
Fidelity MSCI Technology Sector ETF
FTEC
Allocated10.58%
Fidelity put together this collection of stocks to track an index of technology companies traded on the New York Stock Exchange
Fidelity MSCI Discretionary Sector ETF
FDIS
Allocated6.16%
Fidelity put together this collection of stocks to track an index of consumer discretionary (non-staples) companies traded on the New York Stock Exchange
Fidelity MSCI Telecommunications Sector ETF
FCOM
Allocated4.77%
Fidelity put together this collection of stocks to track an index of telecommunications companies traded on the New York Stock Exchange
State Street S&P Regional Banking ETF
KRE
Allocated3.30%
State Street put together this collection of stocks to track an index of regional banks traded on the New York Stock Exchange
State Street S&P Insurance ETF
KIE
Allocated3.30%
State Street put together this collection of stocks to track an index of insurance companies traded on the New York Stock Exchange
VanEck Vector Green Bond ETF
GRNB
Allocated5.67%
VanEck put together this collection of bonds to track an index of the global green bonds that are used to finance renewable infrastructure
Vanguard Long Term Treasury Index
VGLT
Allocated14.40%
Vanguard put together this collection of long term US treasury bonds to track the US long term treasury bond index
Schwab XL REIT ETF
XLRE
Allocated1.29%
Schwab put together this collection of REITs to track an index of the largest Real Estate Investment Trusts (REITs) traded on the New York Stock Exchange
Cash
CASH
Allocated2.00%
Schwab Mid Term Treasury Index
SCHR
Allocated9.60%
Schwab put together this collection of intermediate term US treasury bonds to track the US intermediate term treasury bond index
Vanguard Short Term Treasury Index
VGSH
Allocated2.40%
Vanguard put together this collection of short term US treasury bonds to track the US short term treasury bond index
Blackrock 0-5 Years TIPS Bond ETF
STIP
Allocated2.40%
Schwab put together this collection of Treasury Inflation Protected Securities (TIPS). Their principal price adjusts to track inflation
Detailed Breakdown
You see details for Core and Most cautious (40/60) portfolios
SECTOR  COMPANY  Ticker  % ALLOCATED  DESCRIPTION 
Telecommunications Fidelity MSCI Telecommunications Sector ETF FCOM 3.81% Fidelity put together this collection of stocks to track an index of telecommunications companies traded on the New York Stock Exchange
Green Bond Blackrock Global Green Bond ETF BGRN 16.35% Blackrock put together this collection of bonds to track an index of the global green bonds that are used to finance renewable infrastructure
US Long Term Treasury Bond Vanguard Long Term Treasury Index VGLT 17.40% Vanguard put together this collection of long term US treasury bonds to track the US long term treasury bond index
Real Estate Schwab XL REIT ETF XLRE 1.03% Schwab put together this collection of REITs to track an index of the largest Real Estate Investment Trusts (REITs) traded on the New York Stock Exchange
US Short Term Treasury Bond Vanguard Short Term Treasury Index VGSH 2.90% Vanguard put together this collection of short term US treasury bonds to track the US short term treasury bond index
Climate Index Carbon Collective: Climate Index CC: Climate 9.32% Carbon Collective put together this collection of stocks to track all of the companies building solutions to climate change
Technology Fidelity MSCI Technology Sector ETF FTEC 8.46% Fidelity put together this collection of stocks to track an index of technology companies traded on the New York Stock Exchange
Healthcare Fidelity MSCI Healthcare Sector ETF FHLC 4.81% Fidelity put together this collection of stocks to track an index of healthcare companies traded on the New York Stock Exchange
Consumer Discretionary Fidelity MSCI Discretionary Sector ETF FDIS 4.93% Fidelity put together this collection of stocks to track an index of consumer discretionary (non-staples) companies traded on the New York Stock Exchange
Consumer Staples Carbon Collective: Consumer Staples CC: CoSt 2.36% 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 2.64% State Street put together this collection of stocks to track an index of regional banks traded on the New York Stock Exchange
Financials State Street S&P Insurance ETF KIE 2.64% State Street put together this collection of stocks to track an index of insurance companies traded on the New York Stock Exchange
Green Bond VanEck Vector Green Bond ETF GRNB 6.85% VanEck put together this collection of bonds to track an index of the global green bonds that are used to finance renewable infrastructure
Cash Cash CASH 2.00%
US Mid Term Treasury Bond Schwab Mid Term Treasury Index SCHR 11.60% Schwab put together this collection of intermediate term US treasury bonds to track the US intermediate term treasury bond index
TIPS Blackrock 0-5 Years TIPS Bond ETF STIP 2.90% Schwab put together this collection of Treasury Inflation Protected Securities (TIPS). Their principal price adjusts to track inflation
Fidelity MSCI Telecommunications Sector ETF
FCOM
Allocated3.81%
Fidelity put together this collection of stocks to track an index of telecommunications companies traded on the New York Stock Exchange
Blackrock Global Green Bond ETF
BGRN
Allocated16.35%
Blackrock put together this collection of bonds to track an index of the global green bonds that are used to finance renewable infrastructure
Vanguard Long Term Treasury Index
VGLT
Allocated17.40%
Vanguard put together this collection of long term US treasury bonds to track the US long term treasury bond index
Schwab XL REIT ETF
XLRE
Allocated1.03%
Schwab put together this collection of REITs to track an index of the largest Real Estate Investment Trusts (REITs) traded on the New York Stock Exchange
Vanguard Short Term Treasury Index
VGSH
Allocated2.90%
Vanguard put together this collection of short term US treasury bonds to track the US short term treasury bond index
Carbon Collective: Climate Index
CC: Climate
Allocated9.32%
Carbon Collective put together this collection of stocks to track all of the companies building solutions to climate change
Fidelity MSCI Technology Sector ETF
FTEC
Allocated8.46%
Fidelity put together this collection of stocks to track an index of technology companies traded on the New York Stock Exchange
Fidelity MSCI Healthcare Sector ETF
FHLC
Allocated4.81%
Fidelity put together this collection of stocks to track an index of healthcare companies traded on the New York Stock Exchange
Fidelity MSCI Discretionary Sector ETF
FDIS
Allocated4.93%
Fidelity put together this collection of stocks to track an index of consumer discretionary (non-staples) companies traded on the New York Stock Exchange
Carbon Collective: Consumer Staples
CC: CoSt
Allocated2.36%
Carbon Collective adjusted this collection of stocks to track the USA IMI MSCI consumer staples index with the meat and tobacco companies removed
State Street S&P Regional Banking ETF
KRE
Allocated2.64%
State Street put together this collection of stocks to track an index of regional banks traded on the New York Stock Exchange
State Street S&P Insurance ETF
KIE
Allocated2.64%
State Street put together this collection of stocks to track an index of insurance companies traded on the New York Stock Exchange
VanEck Vector Green Bond ETF
GRNB
Allocated6.85%
VanEck put together this collection of bonds to track an index of the global green bonds that are used to finance renewable infrastructure
Cash
CASH
Allocated2.00%
Schwab Mid Term Treasury Index
SCHR
Allocated11.60%
Schwab put together this collection of intermediate term US treasury bonds to track the US intermediate term treasury bond index
Blackrock 0-5 Years TIPS Bond ETF
STIP
Allocated2.90%
Schwab put together this collection of Treasury Inflation Protected Securities (TIPS). Their principal price adjusts to track inflation
Detailed Breakdown
You see details for Climate Only and Most bold (90/10) portfolios
SECTOR  COMPANY  Ticker  % ALLOCATED  DESCRIPTION 
Climate Index Carbon Collective: Climate Index CC: Climate 90.00% Carbon Collective put together this collection of stocks to track all of the companies building solutions to climate change
Green Bond VanEck Vector Green Bond ETF GRNB 2.36% VanEck put together this collection of bonds to track an index of the global green bonds that are used to finance renewable infrastructure
Green Bond Blackrock Global Green Bond ETF BGRN 5.64% Blackrock put together this collection of bonds to track an index of the global green bonds that are used to finance renewable infrastructure
Cash Cash CASH 2.00%
Carbon Collective: Climate Index
CC: Climate
Allocated90.00%
Carbon Collective put together this collection of stocks to track all of the companies building solutions to climate change
VanEck Vector Green Bond ETF
GRNB
Allocated2.36%
VanEck put together this collection of bonds to track an index of the global green bonds that are used to finance renewable infrastructure
Blackrock Global Green Bond ETF
BGRN
Allocated5.64%
Blackrock put together this collection of bonds to track an index of the global green bonds that are used to finance renewable infrastructure
Cash
CASH
Allocated2.00%
Detailed Breakdown
You see details for Climate Only and Bold (80/20) portfolios
SECTOR  COMPANY  Ticker  % ALLOCATED  DESCRIPTION 
Climate Index Carbon Collective: Climate Index CC: Climate 80.00% Carbon Collective put together this collection of stocks to track all of the companies building solutions to climate change
Green Bond Blackrock Global Green Bond ETF BGRN 12.68% Blackrock put together this collection of bonds to track an index of the global green bonds that are used to finance renewable infrastructure
Green Bond VanEck Vector Green Bond ETF GRNB 5.32% VanEck put together this collection of bonds to track an index of the global green bonds that are used to finance renewable infrastructure
Cash Cash CASH 2.00%
Carbon Collective: Climate Index
CC: Climate
Allocated80.00%
Carbon Collective put together this collection of stocks to track all of the companies building solutions to climate change
Blackrock Global Green Bond ETF
BGRN
Allocated12.68%
Blackrock put together this collection of bonds to track an index of the global green bonds that are used to finance renewable infrastructure
VanEck Vector Green Bond ETF
GRNB
Allocated5.32%
VanEck put together this collection of bonds to track an index of the global green bonds that are used to finance renewable infrastructure
Cash
CASH
Allocated2.00%
Detailed Breakdown
You see details for Climate Only and Moderately bold (70/30) portfolios
SECTOR  COMPANY  Ticker  % ALLOCATED  DESCRIPTION 
Green Bond Blackrock Global Green Bond ETF BGRN 19.73% Blackrock put together this collection of bonds to track an index of the global green bonds that are used to finance renewable infrastructure
Climate Index Carbon Collective: Climate Index CC: Climate 70.00% Carbon Collective put together this collection of stocks to track all of the companies building solutions to climate change
Green Bond VanEck Vector Green Bond ETF GRNB 8.27% VanEck put together this collection of bonds to track an index of the global green bonds that are used to finance renewable infrastructure
Cash Cash CASH 2.00%
Blackrock Global Green Bond ETF
BGRN
Allocated19.73%
Blackrock put together this collection of bonds to track an index of the global green bonds that are used to finance renewable infrastructure
Carbon Collective: Climate Index
CC: Climate
Allocated70.00%
Carbon Collective put together this collection of stocks to track all of the companies building solutions to climate change
VanEck Vector Green Bond ETF
GRNB
Allocated8.27%
VanEck put together this collection of bonds to track an index of the global green bonds that are used to finance renewable infrastructure
Cash
CASH
Allocated2.00%
Detailed Breakdown
You see details for Climate Only and Moderately cautious (60/40) portfolios
SECTOR  COMPANY  Ticker  % ALLOCATED  DESCRIPTION 
Climate Index Carbon Collective: Climate Index CC: Climate 60.00% Carbon Collective put together this collection of stocks to track all of the companies building solutions to climate change
Green Bond Blackrock Global Green Bond ETF BGRN 26.77% Blackrock put together this collection of bonds to track an index of the global green bonds that are used to finance renewable infrastructure
Green Bond VanEck Vector Green Bond ETF GRNB 11.23% VanEck put together this collection of bonds to track an index of the global green bonds that are used to finance renewable infrastructure
Cash Cash CASH 2.00%
Carbon Collective: Climate Index
CC: Climate
Allocated60.00%
Carbon Collective put together this collection of stocks to track all of the companies building solutions to climate change
Blackrock Global Green Bond ETF
BGRN
Allocated26.77%
Blackrock put together this collection of bonds to track an index of the global green bonds that are used to finance renewable infrastructure
VanEck Vector Green Bond ETF
GRNB
Allocated11.23%
VanEck put together this collection of bonds to track an index of the global green bonds that are used to finance renewable infrastructure
Cash
CASH
Allocated2.00%
Detailed Breakdown
You see details for Climate Only and Cautious (50/50) portfolios
SECTOR  COMPANY  Ticker  % ALLOCATED  DESCRIPTION 
Green Bond Blackrock Global Green Bond ETF BGRN 33.82% Blackrock put together this collection of bonds to track an index of the global green bonds that are used to finance renewable infrastructure
Climate Index Carbon Collective: Climate Index CC: Climate 50.00% Carbon Collective put together this collection of stocks to track all of the companies building solutions to climate change
Green Bond VanEck Vector Green Bond ETF GRNB 14.18% VanEck put together this collection of bonds to track an index of the global green bonds that are used to finance renewable infrastructure
Cash Cash CASH 2.00%
Blackrock Global Green Bond ETF
BGRN
Allocated33.82%
Blackrock put together this collection of bonds to track an index of the global green bonds that are used to finance renewable infrastructure
Carbon Collective: Climate Index
CC: Climate
Allocated50.00%
Carbon Collective put together this collection of stocks to track all of the companies building solutions to climate change
VanEck Vector Green Bond ETF
GRNB
Allocated14.18%
VanEck put together this collection of bonds to track an index of the global green bonds that are used to finance renewable infrastructure
Cash
CASH
Allocated2.00%
Detailed Breakdown
You see details for Climate Only and Most cautious (40/60) portfolios
SECTOR  COMPANY  Ticker  % ALLOCATED  DESCRIPTION 
Green Bond Blackrock Global Green Bond ETF BGRN 40.87% Blackrock put together this collection of bonds to track an index of the global green bonds that are used to finance renewable infrastructure
Climate Index Carbon Collective: Climate Index CC: Climate 40.00% Carbon Collective put together this collection of stocks to track all of the companies building solutions to climate change
Green Bond VanEck Vector Green Bond ETF GRNB 17.13% VanEck put together this collection of bonds to track an index of the global green bonds that are used to finance renewable infrastructure
Cash Cash CASH 2.00%
Blackrock Global Green Bond ETF
BGRN
Allocated40.87%
Blackrock put together this collection of bonds to track an index of the global green bonds that are used to finance renewable infrastructure
Carbon Collective: Climate Index
CC: Climate
Allocated40.00%
Carbon Collective put together this collection of stocks to track all of the companies building solutions to climate change
VanEck Vector Green Bond ETF
GRNB
Allocated17.13%
VanEck put together this collection of bonds to track an index of the global green bonds that are used to finance renewable infrastructure
Cash
CASH
Allocated2.00%
Detailed Breakdown
You see details for Safety Net and Safety Net (15/85) portfolios
SECTOR  COMPANY  Ticker  % ALLOCATED  DESCRIPTION 
Green Bond Blackrock Global Green Bond ETF BGRN 8.77% Blackrock put together this collection of bonds to track an index of the global green bonds that are used to finance renewable infrastructure
Climate Index Carbon Collective: Climate Index CC: Climate 3.49% Carbon Collective put together this collection of stocks to track all of the companies building solutions to climate change
Technology Fidelity MSCI Technology Sector ETF FTEC 3.17% Fidelity put together this collection of stocks to track an index of technology companies traded on the New York Stock Exchange
Cash Cash CASH 2.00%
Healthcare Fidelity MSCI Healthcare Sector ETF FHLC 1.80% Fidelity put together this collection of stocks to track an index of healthcare companies traded on the New York Stock Exchange
Consumer Discretionary Fidelity MSCI Discretionary Sector ETF FDIS 1.85% Fidelity put together this collection of stocks to track an index of consumer discretionary (non-staples) companies traded on the New York Stock Exchange
US Short Term Treasury Bond Vanguard Short Term Treasury Index VGSH 52.71% Vanguard put together this collection of short term US treasury bonds to track the US short term treasury bond index
Green Bond VanEck Vector Green Bond ETF GRNB 3.68% VanEck put together this collection of bonds to track an index of the global green bonds that are used to finance renewable infrastructure
TIPS Blackrock 0-5 Years TIPS Bond ETF STIP 8.30% Schwab put together this collection of Treasury Inflation Protected Securities (TIPS). Their principal price adjusts to track inflation
US Mid Term Treasury Bond Schwab Mid Term Treasury Index SCHR 8.30% Schwab put together this collection of intermediate term US treasury bonds to track the US intermediate term treasury bond index
US Long Term Treasury Bond Vanguard Long Term Treasury Index VGLT 1.25% Vanguard put together this collection of long term US treasury bonds to track the US long term treasury bond index
Telecommunications Fidelity MSCI Telecommunications Sector ETF FCOM 1.43% Fidelity put together this collection of stocks to track an index of telecommunications companies traded on the New York Stock Exchange
Consumer Staples Carbon Collective: Consumer Staples CC: CoSt 0.89% 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 0.99% State Street put together this collection of stocks to track an index of regional banks traded on the New York Stock Exchange
State Street S&P Insurance ETF KIE 0.99% State Street put together this collection of stocks to track an index of insurance companies traded on the New York Stock Exchange
Real Estate Schwab XL REIT ETF XLRE 0.39% Schwab put together this collection of REITs to track an index of the largest Real Estate Investment Trusts (REITs) traded on the New York Stock Exchange
Blackrock Global Green Bond ETF
BGRN
Allocated8.77%
Blackrock put together this collection of bonds to track an index of the global green bonds that are used to finance renewable infrastructure
Carbon Collective: Climate Index
CC: Climate
Allocated3.49%
Carbon Collective put together this collection of stocks to track all of the companies building solutions to climate change
Fidelity MSCI Technology Sector ETF
FTEC
Allocated3.17%
Fidelity put together this collection of stocks to track an index of technology companies traded on the New York Stock Exchange
Cash
CASH
Allocated2.00%
Fidelity MSCI Healthcare Sector ETF
FHLC
Allocated1.80%
Fidelity put together this collection of stocks to track an index of healthcare companies traded on the New York Stock Exchange
Fidelity MSCI Discretionary Sector ETF
FDIS
Allocated1.85%
Fidelity put together this collection of stocks to track an index of consumer discretionary (non-staples) companies traded on the New York Stock Exchange
Vanguard Short Term Treasury Index
VGSH
Allocated52.71%
Vanguard put together this collection of short term US treasury bonds to track the US short term treasury bond index
VanEck Vector Green Bond ETF
GRNB
Allocated3.68%
VanEck put together this collection of bonds to track an index of the global green bonds that are used to finance renewable infrastructure
Blackrock 0-5 Years TIPS Bond ETF
STIP
Allocated8.30%
Schwab put together this collection of Treasury Inflation Protected Securities (TIPS). Their principal price adjusts to track inflation
Schwab Mid Term Treasury Index
SCHR
Allocated8.30%
Schwab put together this collection of intermediate term US treasury bonds to track the US intermediate term treasury bond index
Vanguard Long Term Treasury Index
VGLT
Allocated1.25%
Vanguard put together this collection of long term US treasury bonds to track the US long term treasury bond index
Fidelity MSCI Telecommunications Sector ETF
FCOM
Allocated1.43%
Fidelity put together this collection of stocks to track an index of telecommunications companies traded on the New York Stock Exchange
Carbon Collective: Consumer Staples
CC: CoSt
Allocated0.89%
Carbon Collective adjusted this collection of stocks to track the USA IMI MSCI consumer staples index with the meat and tobacco companies removed
State Street S&P Regional Banking ETF
KRE
Allocated0.99%
State Street put together this collection of stocks to track an index of regional banks traded on the New York Stock Exchange
Schwab XL REIT ETF
XLRE
Allocated0.39%
Schwab put together this collection of REITs to track an index of the largest Real Estate Investment Trusts (REITs) traded on the New York Stock Exchange
Attend Our Next Webinar

Attend Our Next Webinar

Join our next Sustainable Investing 101 webinar, get our favorite DIY options, and walk through how we build our portfolios.

Register
Get Our Newsletter

Get Our Newsletter

Go a level deeper with us and investigate the potential impacts of climate change on investments like your retirement account.

Join Newsletter
Talk To A Human

Talk To A Human

Joining a new investment service can be intimidating. We’re here for you. Click below to email us a question or book a quick call.

Ask a Question