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ClimateSmart TDF 2045

Additional description for ClimateSmart TDF 2045 portfolio.

Visualiser:

69.6

%

Low-Carbon Sector Stocks

15.4

%

Climate Solution Stocks

9.8

%

Green Bonds

5.3

%

Government Bonds

ClimateSmart TDF

2045

Detailed breakdown:

As of May 15, 2025.

Sector

Company

Ticker

%, Allocated

Description

Sector:

Technology

iShares Global Tech ETF

Ticker:

IXN

Allocated:

23.46

%

IXN passively track the largest tech companies around the globe

Sector:

Climate Solutions

Carbon Collective Climate Sol US Eq ETF

Ticker:

CCSO

Allocated:

15.40

%

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:

9.75

%

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:

9.55

%

IXJ passively track the largest healthcare companies around the globe

Sector:

Communications

iShares Global Comm Services ETF

Ticker:

IXP

Allocated:

7.50

%

IXP passively track the largest communications companies around the globe

Sector:

Consumer Discretionary

Fidelity MSCI Consumer Discret ETF

Ticker:

FDIS

Allocated:

6.53

%

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

Sector:

Consumer Staples

iShares Global Consumer Staples ETF

Ticker:

KXI

Allocated:

5.16

%

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

Sector:

Financials

iShares MSCI Europe Financials ETF

Ticker:

EUFN

Allocated:

5.16

%

iShares manages this fund

Sector:

Financials

SPDR® S&P Insurance ETF

Ticker:

KIE

Allocated:

2.58

%

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

Sector:

Financials

SPDR® S&P Capital Markets ETF

Ticker:

KCE

Allocated:

2.58

%

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

Sector:

Financials

SPDR® S&P Regional Banking ETF

Ticker:

KRE

Allocated:

2.58

%

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

Sector:

Real Estate

iShares Global REIT ETF

Ticker:

REET

Allocated:

2.35

%

REET passively track the largest real estate trusts around the globe

Sector:

US Gov Bonds

iShares 0-5 Year TIPS Bond ETF

Ticker:

STIP

Allocated:

2.25

%

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

Sector:

Consumer Discretionary

Global X MSCI China Consumer Discretionary ETF

Ticker:

CHIQ

Allocated:

2.18

%

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:

1.50

%

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:

0.75

%

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:

0.75

%

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

Select portfolio:

ClimateSmart TDF 2050

Additional description for ClimateSmart TDF 2050 portfolio.

Visualiser:

73.7

%

Low-Carbon Sector Stocks

16.3

%

Climate Solution Stocks

6.5

%

Green Bonds

3.5

%

Government Bonds

ClimateSmart TDF

2050

Detailed breakdown:

As of May 15, 2025.

Sector

Company

Ticker

%, Allocated

Description

Sector:

Technology

iShares Global Tech ETF

Ticker:

IXN

Allocated:

24.84

%

IXN passively track the largest tech companies around the globe

Sector:

Climate Solutions

Carbon Collective Climate Sol US Eq ETF

Ticker:

CCSO

Allocated:

16.30

%

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

Sector:

Healthcare

iShares Global Healthcare ETF

Ticker:

IXJ

Allocated:

10.11

%

IXJ passively track the largest healthcare companies around the globe

Sector:

Communications

iShares Global Comm Services ETF

Ticker:

IXP

Allocated:

7.94

%

IXP passively track the largest communications companies around the globe

Sector:

Consumer Discretionary

Fidelity MSCI Consumer Discret ETF

Ticker:

FDIS

Allocated:

6.92

%

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

Sector:

Green Bonds

Carbon Collective Short Duration Green Bond ETF

Ticker:

CCSB

Allocated:

6.50

%

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

Sector:

Financials

iShares MSCI Europe Financials ETF

Ticker:

EUFN

Allocated:

5.46

%

iShares manages this fund

Sector:

Consumer Staples

iShares Global Consumer Staples ETF

Ticker:

KXI

Allocated:

5.46

%

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

Sector:

Financials

SPDR® S&P Regional Banking ETF

Ticker:

KRE

Allocated:

2.73

%

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

Sector:

Financials

SPDR® S&P Capital Markets ETF

Ticker:

KCE

Allocated:

2.73

%

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

Sector:

Financials

SPDR® S&P Insurance ETF

Ticker:

KIE

Allocated:

2.73

%

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

Sector:

Real Estate

iShares Global REIT ETF

Ticker:

REET

Allocated:

2.48

%

REET passively track the largest real estate trusts around the globe

Sector:

Consumer Discretionary

Global X MSCI China Consumer Discretionary ETF

Ticker:

CHIQ

Allocated:

2.31

%

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

Sector:

US Gov Bonds

iShares 0-5 Year TIPS Bond ETF

Ticker:

STIP

Allocated:

1.50

%

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

Sector:

Non-US Gov Bonds

SPDR Int'l Treasury ETF

Ticker:

BWX

Allocated:

1.00

%

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

Sector:

US Gov Bonds

Schwab Intermediate-Term US Trs ETF™

Ticker:

SCHR

Allocated:

0.50

%

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:

0.50

%

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

Select portfolio:

ClimateSmart TDF 2055

Additional description for ClimateSmart TDF 2055 portfolio.

Visualiser:

73.7

%

Low-Carbon Sector Stocks

16.3

%

Climate Solution Stocks

6.5

%

Green Bonds

3.5

%

Government Bonds

ClimateSmart TDF

2055

Detailed breakdown:

As of May 15, 2025.

Sector

Company

Ticker

%, Allocated

Description

Sector:

Technology

iShares Global Tech ETF

Ticker:

IXN

Allocated:

24.84

%

IXN passively track the largest tech companies around the globe

Sector:

Climate Solutions

Carbon Collective Climate Sol US Eq ETF

Ticker:

CCSO

Allocated:

16.30

%

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

Sector:

Healthcare

iShares Global Healthcare ETF

Ticker:

IXJ

Allocated:

10.11

%

IXJ passively track the largest healthcare companies around the globe

Sector:

Communications

iShares Global Comm Services ETF

Ticker:

IXP

Allocated:

7.94

%

IXP passively track the largest communications companies around the globe

Sector:

Consumer Discretionary

Fidelity MSCI Consumer Discret ETF

Ticker:

FDIS

Allocated:

6.92

%

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

Sector:

Green Bonds

Carbon Collective Short Duration Green Bond ETF

Ticker:

CCSB

Allocated:

6.50

%

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

Sector:

Financials

iShares MSCI Europe Financials ETF

Ticker:

EUFN

Allocated:

5.46

%

iShares manages this fund

Sector:

Consumer Staples

iShares Global Consumer Staples ETF

Ticker:

KXI

Allocated:

5.46

%

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

Sector:

Financials

SPDR® S&P Regional Banking ETF

Ticker:

KRE

Allocated:

2.73

%

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

Sector:

Financials

SPDR® S&P Capital Markets ETF

Ticker:

KCE

Allocated:

2.73

%

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

Sector:

Financials

SPDR® S&P Insurance ETF

Ticker:

KIE

Allocated:

2.73

%

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

Sector:

Real Estate

iShares Global REIT ETF

Ticker:

REET

Allocated:

2.48

%

REET passively track the largest real estate trusts around the globe

Sector:

Consumer Discretionary

Global X MSCI China Consumer Discretionary ETF

Ticker:

CHIQ

Allocated:

2.31

%

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

Sector:

US Gov Bonds

iShares 0-5 Year TIPS Bond ETF

Ticker:

STIP

Allocated:

1.50

%

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

Sector:

Non-US Gov Bonds

SPDR Int'l Treasury ETF

Ticker:

BWX

Allocated:

1.00

%

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:

0.50

%

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:

0.50

%

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

Select portfolio:

ClimateSmart TDF 2060

Additional description for ClimateSmart TDF 2060 portfolio.

Visualiser:

73.7

%

Low-Carbon Sector Stocks

16.3

%

Climate Solution Stocks

6.5

%

Green Bonds

3.5

%

Government Bonds

ClimateSmart TDF

2060

Detailed breakdown:

As of May 15, 2025.

Sector

Company

Ticker

%, Allocated

Description

Sector:

Technology

iShares Global Tech ETF

Ticker:

IXN

Allocated:

24.84

%

IXN passively track the largest tech companies around the globe

Sector:

Climate Solutions

Carbon Collective Climate Sol US Eq ETF

Ticker:

CCSO

Allocated:

16.30

%

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

Sector:

Healthcare

iShares Global Healthcare ETF

Ticker:

IXJ

Allocated:

10.11

%

IXJ passively track the largest healthcare companies around the globe

Sector:

Communications

iShares Global Comm Services ETF

Ticker:

IXP

Allocated:

7.94

%

IXP passively track the largest communications companies around the globe

Sector:

Consumer Discretionary

Fidelity MSCI Consumer Discret ETF

Ticker:

FDIS

Allocated:

6.92

%

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

Sector:

Green Bonds

Carbon Collective Short Duration Green Bond ETF

Ticker:

CCSB

Allocated:

6.50

%

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

Sector:

Consumer Staples

iShares Global Consumer Staples ETF

Ticker:

KXI

Allocated:

5.46

%

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

Sector:

Financials

iShares MSCI Europe Financials ETF

Ticker:

EUFN

Allocated:

5.46

%

iShares manages this fund

Sector:

Financials

SPDR® S&P Regional Banking ETF

Ticker:

KRE

Allocated:

2.73

%

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

Sector:

Financials

SPDR® S&P Insurance ETF

Ticker:

KIE

Allocated:

2.73

%

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

Sector:

Financials

SPDR® S&P Capital Markets ETF

Ticker:

KCE

Allocated:

2.73

%

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

Sector:

Real Estate

iShares Global REIT ETF

Ticker:

REET

Allocated:

2.48

%

REET passively track the largest real estate trusts around the globe

Sector:

Consumer Discretionary

Global X MSCI China Consumer Discretionary ETF

Ticker:

CHIQ

Allocated:

2.31

%

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

Sector:

US Gov Bonds

iShares 0-5 Year TIPS Bond ETF

Ticker:

STIP

Allocated:

1.50

%

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

Sector:

Non-US Gov Bonds

SPDR Int'l Treasury ETF

Ticker:

BWX

Allocated:

1.00

%

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

Sector:

US Gov Bonds

Schwab Intermediate-Term US Trs ETF™

Ticker:

SCHR

Allocated:

0.50

%

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:

0.50

%

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

Select portfolio:

ClimateSmart TDF 2065

Additional description for ClimateSmart TDF 2065 portfolio.

Visualiser:

73.7

%

Low-Carbon Sector Stocks

16.3

%

Climate Solution Stocks

6.5

%

Green Bonds

3.5

%

Government Bonds

ClimateSmart TDF

2065

Detailed breakdown:

As of May 15, 2025.

Sector

Company

Ticker

%, Allocated

Description

Sector:

Technology

iShares Global Tech ETF

Ticker:

IXN

Allocated:

24.84

%

IXN passively track the largest tech companies around the globe

Sector:

Climate Solutions

Carbon Collective Climate Sol US Eq ETF

Ticker:

CCSO

Allocated:

16.30

%

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

Sector:

Healthcare

iShares Global Healthcare ETF

Ticker:

IXJ

Allocated:

10.11

%

IXJ passively track the largest healthcare companies around the globe

Sector:

Communications

iShares Global Comm Services ETF

Ticker:

IXP

Allocated:

7.94

%

IXP passively track the largest communications companies around the globe

Sector:

Consumer Discretionary

Fidelity MSCI Consumer Discret ETF

Ticker:

FDIS

Allocated:

6.92

%

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

Sector:

Green Bonds

Carbon Collective Short Duration Green Bond ETF

Ticker:

CCSB

Allocated:

6.50

%

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

Sector:

Consumer Staples

iShares Global Consumer Staples ETF

Ticker:

KXI

Allocated:

5.46

%

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

Sector:

Financials

iShares MSCI Europe Financials ETF

Ticker:

EUFN

Allocated:

5.46

%

iShares manages this fund

Sector:

Financials

SPDR® S&P Regional Banking ETF

Ticker:

KRE

Allocated:

2.73

%

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

Sector:

Financials

SPDR® S&P Capital Markets ETF

Ticker:

KCE

Allocated:

2.73

%

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

Sector:

Financials

SPDR® S&P Insurance ETF

Ticker:

KIE

Allocated:

2.73

%

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

Sector:

Real Estate

iShares Global REIT ETF

Ticker:

REET

Allocated:

2.48

%

REET passively track the largest real estate trusts around the globe

Sector:

Consumer Discretionary

Global X MSCI China Consumer Discretionary ETF

Ticker:

CHIQ

Allocated:

2.31

%

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

Sector:

US Gov Bonds

iShares 0-5 Year TIPS Bond ETF

Ticker:

STIP

Allocated:

1.50

%

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

Sector:

Non-US Gov Bonds

SPDR Int'l Treasury ETF

Ticker:

BWX

Allocated:

1.00

%

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:

0.50

%

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:

0.50

%

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