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ClimateSmart TDF 2020/Income

Additional description for ClimateSmart TDF 2020 portfolio.

Visualiser:

39

%

Green Bonds

32.8

%

Low-Carbon Sector Stocks

21

%

Government Bonds

7.2

%

Climate Solution Stocks

ClimateSmart TDF

2020/Income

Detailed breakdown:

As of May 15, 2025.

Sector

Company

Ticker

%, Allocated

Description

Sector:

Green Bonds

Carbon Collective Short Duration Green Bond ETF

Ticker:

CCSB

Allocated:

39.00

%

CCSB is a collection of short duration green bonds that is actively managed by Artesian in partnership with Carbon Collective

Sector:

Technology

iShares Global Tech ETF

Ticker:

IXN

Allocated:

11.04

%

IXN passively track the largest tech companies around the globe

Sector:

US Gov Bonds

iShares 0-5 Year TIPS Bond ETF

Ticker:

STIP

Allocated:

9.00

%

STIP passively track a collection of inflation-protected US Treasury bonds

Sector:

Climate Solutions

Carbon Collective Climate Sol US Eq ETF

Ticker:

CCSO

Allocated:

7.24

%

CCSO holds US listed companies that generate >50% of their revenue from climate solutions.

Sector:

Non-US Gov Bonds

SPDR Int'l Treasury ETF

Ticker:

BWX

Allocated:

6.00

%

BWX passively track a collection of governmental bonds from non-US countries

Sector:

Healthcare

iShares Global Healthcare ETF

Ticker:

IXJ

Allocated:

4.49

%

IXJ passively track the largest healthcare companies around the globe

Sector:

Communications

iShares Global Comm Services ETF

Ticker:

IXP

Allocated:

3.53

%

IXP passively track the largest communications companies around the globe

Sector:

Consumer Discretionary

Fidelity MSCI Consumer Discret ETF

Ticker:

FDIS

Allocated:

3.08

%

FDIS passively tracks a collection of consumer discretionary companies listed on US exchanges.

Sector:

US Gov Bonds

SPDR® Portfolio Long Term Treasury ETF

Ticker:

SPTL

Allocated:

3.00

%

SPTL passively track a collection of US Treasury bonds with 10-30 years until maturity

Sector:

US Gov Bonds

Schwab Intermediate-Term US Trs ETF™

Ticker:

SCHR

Allocated:

3.00

%

SCHR passively track a collection of US Treasury bonds with 5-10 years until maturity

Sector:

Consumer Staples

iShares Global Consumer Staples ETF

Ticker:

KXI

Allocated:

2.43

%

KXI passively tracks a collection of the largest consumer staples companies around the globe.

Sector:

Financials

iShares MSCI Europe Financials ETF

Ticker:

EUFN

Allocated:

2.43

%

iShares manages this fund

Sector:

Financials

SPDR® S&P Capital Markets ETF

Ticker:

KCE

Allocated:

1.21

%

KCE passively tracks an index of capital markets companies listed on US exchanges

Sector:

Financials

SPDR® S&P Regional Banking ETF

Ticker:

KRE

Allocated:

1.21

%

KRE passively tracks an index of regional banks listed on US exchanges

Sector:

Financials

SPDR® S&P Insurance ETF

Ticker:

KIE

Allocated:

1.21

%

KIE passively tracks an index of insurance companies listed on US exchanges

Sector:

Real Estate

iShares Global REIT ETF

Ticker:

REET

Allocated:

1.10

%

REET passively track the largest real estate trusts around the globe

Sector:

Consumer Discretionary

Global X MSCI China Consumer Discretionary ETF

Ticker:

CHIQ

Allocated:

1.03

%

CHIQ tracks an index of consumer discretionary companies (like EV manufacturers) in China.

Select portfolio:

ClimateSmart TDF 2025

Additional description for ClimateSmart TDF 2025 portfolio.

Visualiser:

40.9

%

Low-Carbon Sector Stocks

32.5

%

Green Bonds

17.5

%

Government Bonds

9.1

%

Climate Solution Stocks

ClimateSmart TDF

2025

Detailed breakdown:

As of May 15, 2025.

Sector

Company

Ticker

%, Allocated

Description

Sector:

Green Bonds

Carbon Collective Short Duration Green Bond ETF

Ticker:

CCSB

Allocated:

32.50

%

CCSB is a collection of short duration green bonds that is actively managed by Artesian in partnership with Carbon Collective

Sector:

Technology

iShares Global Tech ETF

Ticker:

IXN

Allocated:

13.80

%

IXN passively track the largest tech companies around the globe

Sector:

Climate Solutions

Carbon Collective Climate Sol US Eq ETF

Ticker:

CCSO

Allocated:

9.06

%

CCSO holds US listed companies that generate >50% of their revenue from climate solutions.

Sector:

US Gov Bonds

iShares 0-5 Year TIPS Bond ETF

Ticker:

STIP

Allocated:

7.50

%

STIP passively track a collection of inflation-protected US Treasury bonds

Sector:

Healthcare

iShares Global Healthcare ETF

Ticker:

IXJ

Allocated:

5.61

%

IXJ passively track the largest healthcare companies around the globe

Sector:

Non-US Gov Bonds

SPDR Int'l Treasury ETF

Ticker:

BWX

Allocated:

5.00

%

BWX passively track a collection of governmental bonds from non-US countries

Sector:

Communications

iShares Global Comm Services ETF

Ticker:

IXP

Allocated:

4.41

%

IXP passively track the largest communications companies around the globe

Sector:

Consumer Discretionary

Fidelity MSCI Consumer Discret ETF

Ticker:

FDIS

Allocated:

3.84

%

FDIS passively tracks a collection of consumer discretionary companies listed on US exchanges.

Sector:

Consumer Staples

iShares Global Consumer Staples ETF

Ticker:

KXI

Allocated:

3.03

%

KXI passively tracks a collection of the largest consumer staples companies around the globe.

Sector:

Financials

iShares MSCI Europe Financials ETF

Ticker:

EUFN

Allocated:

3.03

%

iShares manages this fund

Sector:

US Gov Bonds

Schwab Intermediate-Term US Trs ETF™

Ticker:

SCHR

Allocated:

2.50

%

SCHR passively track a collection of US Treasury bonds with 5-10 years until maturity

Sector:

US Gov Bonds

SPDR® Portfolio Long Term Treasury ETF

Ticker:

SPTL

Allocated:

2.50

%

SPTL passively track a collection of US Treasury bonds with 10-30 years until maturity

Sector:

Financials

SPDR® S&P Regional Banking ETF

Ticker:

KRE

Allocated:

1.52

%

KRE passively tracks an index of regional banks listed on US exchanges

Sector:

Financials

SPDR® S&P Insurance ETF

Ticker:

KIE

Allocated:

1.52

%

KIE passively tracks an index of insurance companies listed on US exchanges

Sector:

Financials

SPDR® S&P Capital Markets ETF

Ticker:

KCE

Allocated:

1.52

%

KCE passively tracks an index of capital markets companies listed on US exchanges

Sector:

Real Estate

iShares Global REIT ETF

Ticker:

REET

Allocated:

1.38

%

REET passively track the largest real estate trusts around the globe

Sector:

Consumer Discretionary

Global X MSCI China Consumer Discretionary ETF

Ticker:

CHIQ

Allocated:

1.28

%

CHIQ tracks an index of consumer discretionary companies (like EV manufacturers) in China.

Select portfolio:

ClimateSmart TDF 2030

Additional description for ClimateSmart TDF 2030 portfolio.

Visualiser:

49.1

%

Low-Carbon Sector Stocks

26

%

Green Bonds

14

%

Government Bonds

10.9

%

Climate Solution Stocks

ClimateSmart TDF

2030

Detailed breakdown:

As of May 15, 2025.

Sector

Company

Ticker

%, Allocated

Description

Sector:

Green Bonds

Carbon Collective Short Duration Green Bond ETF

Ticker:

CCSB

Allocated:

26.00

%

CCSB is a collection of short duration green bonds that is actively managed by Artesian in partnership with Carbon Collective

Sector:

Technology

iShares Global Tech ETF

Ticker:

IXN

Allocated:

16.56

%

IXN passively track the largest tech companies around the globe

Sector:

Climate Solutions

Carbon Collective Climate Sol US Eq ETF

Ticker:

CCSO

Allocated:

10.87

%

CCSO holds US listed companies that generate >50% of their revenue from climate solutions.

Sector:

Healthcare

iShares Global Healthcare ETF

Ticker:

IXJ

Allocated:

6.74

%

IXJ passively track the largest healthcare companies around the globe

Sector:

US Gov Bonds

iShares 0-5 Year TIPS Bond ETF

Ticker:

STIP

Allocated:

6.00

%

STIP passively track a collection of inflation-protected US Treasury bonds

Sector:

Communications

iShares Global Comm Services ETF

Ticker:

IXP

Allocated:

5.29

%

IXP passively track the largest communications companies around the globe

Sector:

Consumer Discretionary

Fidelity MSCI Consumer Discret ETF

Ticker:

FDIS

Allocated:

4.61

%

FDIS passively tracks a collection of consumer discretionary companies listed on US exchanges.

Sector:

Non-US Gov Bonds

SPDR Int'l Treasury ETF

Ticker:

BWX

Allocated:

4.00

%

BWX passively track a collection of governmental bonds from non-US countries

Sector:

Consumer Staples

iShares Global Consumer Staples ETF

Ticker:

KXI

Allocated:

3.64

%

KXI passively tracks a collection of the largest consumer staples companies around the globe.

Sector:

Financials

iShares MSCI Europe Financials ETF

Ticker:

EUFN

Allocated:

3.64

%

iShares manages this fund

Sector:

US Gov Bonds

SPDR® Portfolio Long Term Treasury ETF

Ticker:

SPTL

Allocated:

2.00

%

SPTL passively track a collection of US Treasury bonds with 10-30 years until maturity

Sector:

US Gov Bonds

Schwab Intermediate-Term US Trs ETF™

Ticker:

SCHR

Allocated:

2.00

%

SCHR passively track a collection of US Treasury bonds with 5-10 years until maturity

Sector:

Financials

SPDR® S&P Insurance ETF

Ticker:

KIE

Allocated:

1.82

%

KIE passively tracks an index of insurance companies listed on US exchanges

Sector:

Financials

SPDR® S&P Regional Banking ETF

Ticker:

KRE

Allocated:

1.82

%

KRE passively tracks an index of regional banks listed on US exchanges

Sector:

Financials

SPDR® S&P Capital Markets ETF

Ticker:

KCE

Allocated:

1.82

%

KCE passively tracks an index of capital markets companies listed on US exchanges

Sector:

Real Estate

iShares Global REIT ETF

Ticker:

REET

Allocated:

1.65

%

REET passively track the largest real estate trusts around the globe

Sector:

Consumer Discretionary

Global X MSCI China Consumer Discretionary ETF

Ticker:

CHIQ

Allocated:

1.54

%

CHIQ tracks an index of consumer discretionary companies (like EV manufacturers) in China.

Select portfolio:

ClimateSmart TDF 2035

Additional description for ClimateSmart TDF 2035 portfolio.

Visualiser:

57.3

%

Low-Carbon Sector Stocks

19.5

%

Green Bonds

12.7

%

Climate Solution Stocks

10.5

%

Government Bonds

ClimateSmart TDF

2035

Detailed breakdown:

As of May 15, 2025.

Sector

Company

Ticker

%, Allocated

Description

Sector:

Green Bonds

Carbon Collective Short Duration Green Bond ETF

Ticker:

CCSB

Allocated:

19.50

%

CCSB is a collection of short duration green bonds that is actively managed by Artesian in partnership with Carbon Collective

Sector:

Technology

iShares Global Tech ETF

Ticker:

IXN

Allocated:

19.32

%

IXN passively track the largest tech companies around the globe

Sector:

Climate Solutions

Carbon Collective Climate Sol US Eq ETF

Ticker:

CCSO

Allocated:

12.68

%

CCSO holds US listed companies that generate >50% of their revenue from climate solutions.

Sector:

Healthcare

iShares Global Healthcare ETF

Ticker:

IXJ

Allocated:

7.86

%

IXJ passively track the largest healthcare companies around the globe

Sector:

Communications

iShares Global Comm Services ETF

Ticker:

IXP

Allocated:

6.18

%

IXP passively track the largest communications companies around the globe

Sector:

Consumer Discretionary

Fidelity MSCI Consumer Discret ETF

Ticker:

FDIS

Allocated:

5.38

%

FDIS passively tracks a collection of consumer discretionary companies listed on US exchanges.

Sector:

US Gov Bonds

iShares 0-5 Year TIPS Bond ETF

Ticker:

STIP

Allocated:

4.50

%

STIP passively track a collection of inflation-protected US Treasury bonds

Sector:

Consumer Staples

iShares Global Consumer Staples ETF

Ticker:

KXI

Allocated:

4.25

%

KXI passively tracks a collection of the largest consumer staples companies around the globe.

Sector:

Financials

iShares MSCI Europe Financials ETF

Ticker:

EUFN

Allocated:

4.25

%

iShares manages this fund

Sector:

Non-US Gov Bonds

SPDR Int'l Treasury ETF

Ticker:

BWX

Allocated:

3.00

%

BWX passively track a collection of governmental bonds from non-US countries

Sector:

Financials

SPDR® S&P Capital Markets ETF

Ticker:

KCE

Allocated:

2.12

%

KCE passively tracks an index of capital markets companies listed on US exchanges

Sector:

Financials

SPDR® S&P Regional Banking ETF

Ticker:

KRE

Allocated:

2.12

%

KRE passively tracks an index of regional banks listed on US exchanges

Sector:

Financials

SPDR® S&P Insurance ETF

Ticker:

KIE

Allocated:

2.12

%

KIE passively tracks an index of insurance companies listed on US exchanges

Sector:

Real Estate

iShares Global REIT ETF

Ticker:

REET

Allocated:

1.93

%

REET passively track the largest real estate trusts around the globe

Sector:

Consumer Discretionary

Global X MSCI China Consumer Discretionary ETF

Ticker:

CHIQ

Allocated:

1.79

%

CHIQ tracks an index of consumer discretionary companies (like EV manufacturers) in China.

Sector:

US Gov Bonds

SPDR® Portfolio Long Term Treasury ETF

Ticker:

SPTL

Allocated:

1.50

%

SPTL passively track a collection of US Treasury bonds with 10-30 years until maturity

Sector:

US Gov Bonds

Schwab Intermediate-Term US Trs ETF™

Ticker:

SCHR

Allocated:

1.50

%

SCHR passively track a collection of US Treasury bonds with 5-10 years until maturity

Select portfolio:

ClimateSmart TDF 2040

Additional description for ClimateSmart TDF 2040 portfolio.

Visualiser:

65.5

%

Low-Carbon Sector Stocks

14.5

%

Climate Solution Stocks

13

%

Green Bonds

7

%

Government Bonds

ClimateSmart TDF

2040

Detailed breakdown:

As of May 15, 2025.

Sector

Company

Ticker

%, Allocated

Description

Sector:

Technology

iShares Global Tech ETF

Ticker:

IXN

Allocated:

22.08

%

IXN passively track the largest tech companies around the globe

Sector:

Climate Solutions

Carbon Collective Climate Sol US Eq ETF

Ticker:

CCSO

Allocated:

14.49

%

CCSO holds US listed companies that generate >50% of their revenue from climate solutions.

Sector:

Green Bonds

Carbon Collective Short Duration Green Bond ETF

Ticker:

CCSB

Allocated:

13.00

%

CCSB is a collection of short duration green bonds that is actively managed by Artesian in partnership with Carbon Collective

Sector:

Healthcare

iShares Global Healthcare ETF

Ticker:

IXJ

Allocated:

8.98

%

IXJ passively track the largest healthcare companies around the globe

Sector:

Communications

iShares Global Comm Services ETF

Ticker:

IXP

Allocated:

7.06

%

IXP passively track the largest communications companies around the globe

Sector:

Consumer Discretionary

Fidelity MSCI Consumer Discret ETF

Ticker:

FDIS

Allocated:

6.15

%

FDIS passively tracks a collection of consumer discretionary companies listed on US exchanges.

Sector:

Financials

iShares MSCI Europe Financials ETF

Ticker:

EUFN

Allocated:

4.86

%

iShares manages this fund

Sector:

Consumer Staples

iShares Global Consumer Staples ETF

Ticker:

KXI

Allocated:

4.85

%

KXI passively tracks a collection of the largest consumer staples companies around the globe.

Sector:

US Gov Bonds

iShares 0-5 Year TIPS Bond ETF

Ticker:

STIP

Allocated:

3.00

%

STIP passively track a collection of inflation-protected US Treasury bonds

Sector:

Financials

SPDR® S&P Insurance ETF

Ticker:

KIE

Allocated:

2.43

%

KIE passively tracks an index of insurance companies listed on US exchanges

Sector:

Financials

SPDR® S&P Capital Markets ETF

Ticker:

KCE

Allocated:

2.43

%

KCE passively tracks an index of capital markets companies listed on US exchanges

Sector:

Financials

SPDR® S&P Regional Banking ETF

Ticker:

KRE

Allocated:

2.43

%

KRE passively tracks an index of regional banks listed on US exchanges

Sector:

Real Estate

iShares Global REIT ETF

Ticker:

REET

Allocated:

2.21

%

REET passively track the largest real estate trusts around the globe

Sector:

Consumer Discretionary

Global X MSCI China Consumer Discretionary ETF

Ticker:

CHIQ

Allocated:

2.05

%

CHIQ tracks an index of consumer discretionary companies (like EV manufacturers) in China.

Sector:

Non-US Gov Bonds

SPDR Int'l Treasury ETF

Ticker:

BWX

Allocated:

2.00

%

BWX passively track a collection of governmental bonds from non-US countries

Sector:

US Gov Bonds

SPDR® Portfolio Long Term Treasury ETF

Ticker:

SPTL

Allocated:

1.00

%

SPTL passively track a collection of US Treasury bonds with 10-30 years until maturity

Sector:

US Gov Bonds

Schwab Intermediate-Term US Trs ETF™

Ticker:

SCHR

Allocated:

1.00

%

SCHR passively track a collection of US Treasury bonds with 5-10 years until maturity