Select portfolio:
Additional description for most bold portfolio.
Visualiser:
73.7
%
Low-Carbon Sector Stocks
16.3
%
Climate Solution Stocks
5.9
%
Green Bonds
3.2
%
Government Bonds
1
%
Cash
Core
Most bold (90/10)
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 US Traded Climate Solutions ETF
Ticker:
CCSO
Allocated:
16.30
%
Carbon Collective put together this collection of stocks to track all of the companies building solutions to climate change
Sector:
Healthcare
iShares Global Healthcare ETF
Ticker:
IXJ
Allocated:
10.11
%
IXJ passively track the largest healthcare companies around the globe
Sector:
Telecommunications
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 Discretionary Sector ETF
Ticker:
FDIS
Allocated:
6.92
%
Fidelity put together this collection of stocks to track an index of publicly traded consumer discretionary (non-staples) companies on US exchanges.
Sector:
Green Bond
Carbon Collective Short Duration Green Bond ETF
Ticker:
CCSB
Allocated:
5.85
%
Carbon Collective and Artesian manages this collection of short-duration corporate green bonds to develop clean infrastructure with a goal of providing market-rate returns.
Sector:
Financials
iShares MSCI Europe Financials ETF
Ticker:
EUFN
Allocated:
5.46
%
iShares manages this fund
Sector:
Consumer Staples
Carbon Collective: Consumer Staples
Ticker:
CC: CoSt
Allocated:
5.46
%
Carbon Collective adjusted this collection of stocks to track the USA IMI MSCI consumer staples index with the meat and tobacco companies removed
Sector:
Financials
State Street S&P Regional Banking ETF
Ticker:
KCE
Allocated:
2.73
%
State Street put together this collection of stocks to track an index of capital market companies traded on US exchanges
Sector:
Financials
State Street S&P Insurance ETF
Ticker:
KIE
Allocated:
2.73
%
State Street put together this collection of stocks to track an index of insurance companies traded on US exchanges.
Sector:
Financials
State Street S&P Regional Banking ETF
Ticker:
KRE
Allocated:
2.73
%
State Street put together this collection of stocks to track an index of regional banks traded 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:
TIPS
Blackrock 0-5 Years TIPS Bond ETF
Ticker:
STIP
Allocated:
1.35
%
Schwab put together this collection of Treasury Inflation Protected Securities (TIPS). Their principal price adjusts to track inflation
Sector:
Non-US Gov Bonds
SPDR Int'l Treasury ETF
Ticker:
BWX
Allocated:
0.90
%
BWX passively track a collection of governmental bonds from non-US countries
Sector:
US Mid Term Treasury Bond
Schwab Mid Term Treasury Index
Ticker:
SCHR
Allocated:
0.45
%
Schwab put together this collection of intermediate term US treasury bonds to track the US intermediate term treasury bond index
Sector:
US Long Term Treasury Bond
SPDR® Portfolio Long Term Treasury ETF
Ticker:
SPTL
Allocated:
0.45
%
Schwab put together this collection of long term US treasury bonds to track the US long term treasury bond index
Select portfolio:
Additional description for bold portfolio.
Visualiser:
65.5
%
Low-Carbon Sector Stocks
14.5
%
Climate Solution Stocks
12.4
%
Green Bonds
6.7
%
Government Bonds
1
%
Cash
Core
Bold (80/20)
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 US Traded Climate Solutions ETF
Ticker:
CCSO
Allocated:
14.49
%
Carbon Collective put together this collection of stocks to track all of the companies building solutions to climate change.
Sector:
Green Bond
Carbon Collective Short Duration Green Bond ETF
Ticker:
CCSB
Allocated:
12.35
%
Carbon Collective and Artesian manages this collection of short-duration corporate green bonds to develop clean infrastructure with a goal of providing market-rate returns.
Sector:
Healthcare
iShares Global Healthcare ETF
Ticker:
IXJ
Allocated:
8.98
%
IXJ passively track the largest healthcare companies around the globe
Sector:
Telecommunications
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 Discretionary Sector ETF
Ticker:
FDIS
Allocated:
6.15
%
Fidelity put together this collection of stocks to track an index of publicly traded consumer discretionary (non-staples) companies on US exchanges.
Sector:
Financials
iShares MSCI Europe Financials ETF
Ticker:
EUFN
Allocated:
4.86
%
iShares manages this fund
Sector:
Consumer Staples
Carbon Collective: Consumer Staples
Ticker:
CC: CoSt
Allocated:
4.85
%
Carbon Collective adjusted this collection of stocks to track the USA IMI MSCI consumer staples index with the meat and tobacco companies removed.
Sector:
TIPS
Blackrock 0-5 Years TIPS Bond ETF
Ticker:
STIP
Allocated:
2.85
%
Schwab put together this collection of Treasury Inflation Protected Securities (TIPS). Their principal price adjusts to track inflation
Sector:
Financials
State Street S&P Regional Banking ETF
Ticker:
KCE
Allocated:
2.43
%
State Street put together this collection of stocks to track an index of capital market companies traded on US exchanges
Sector:
Financials
State Street S&P Insurance ETF
Ticker:
KIE
Allocated:
2.43
%
State Street put together this collection of stocks to track an index of insurance companies traded on US exchanges.
Sector:
Financials
State Street S&P Regional Banking ETF
Ticker:
KRE
Allocated:
2.43
%
State Street put together this collection of stocks to track an index of regional banks traded 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:
1.90
%
BWX passively track a collection of governmental bonds from non-US countries
Sector:
US Mid Term Treasury Bond
Schwab Mid Term Treasury Index
Ticker:
SCHR
Allocated:
0.95
%
Schwab put together this collection of intermediate term US treasury bonds to track the US intermediate term treasury bond index
Sector:
US Long Term Treasury Bond
SPDR® Portfolio Long Term Treasury ETF
Ticker:
SPTL
Allocated:
0.95
%
Schwab put together this collection of long term US treasury bonds to track the US long term treasury bond index
Select portfolio:
Additional description for moderately bold portfolio.
Visualiser:
57.3
%
Low-Carbon Sector Stocks
18.9
%
Green Bonds
12.7
%
Climate Solution Stocks
10.2
%
Government Bonds
1
%
Cash
Core
Moderately bold (70/30)
Detailed breakdown:
As of May 15, 2025.
Sector
Company
Ticker
%, Allocated
Description
Sector:
Technology
iShares Global Tech ETF
Ticker:
IXN
Allocated:
19.32
%
IXN passively track the largest tech companies around the globe
Sector:
Green Bond
Carbon Collective Short Duration Green Bond ETF
Ticker:
CCSB
Allocated:
18.85
%
Carbon Collective and Artesian manages this collection of short-duration corporate green bonds to develop clean infrastructure with a goal of providing market-rate returns.
Sector:
Climate Solutions
Carbon Collective US Traded Climate Solutions ETF
Ticker:
CCSO
Allocated:
12.68
%
Carbon Collective put together this collection of stocks to track all of the companies building solutions to climate change
Sector:
Healthcare
iShares Global Healthcare ETF
Ticker:
IXJ
Allocated:
7.86
%
IXJ passively track the largest healthcare companies around the globe
Sector:
Telecommunications
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 Discretionary Sector ETF
Ticker:
FDIS
Allocated:
5.38
%
Fidelity put together this collection of stocks to track an index of publicly traded consumer discretionary (non-staples) companies on US exchanges.
Sector:
TIPS
Blackrock 0-5 Years TIPS Bond ETF
Ticker:
STIP
Allocated:
4.35
%
Schwab put together this collection of Treasury Inflation Protected Securities (TIPS). Their principal price adjusts to track inflation.
Sector:
Financials
iShares MSCI Europe Financials ETF
Ticker:
EUFN
Allocated:
4.25
%
iShares manages this fund
Sector:
Consumer Staples
Carbon Collective: Consumer Staples
Ticker:
CC: CoSt
Allocated:
4.25
%
Carbon Collective adjusted this collection of stocks to track the USA IMI MSCI consumer staples index with the meat and tobacco companies removed.
Sector:
Non-US Gov Bonds
SPDR Int'l Treasury ETF
Ticker:
BWX
Allocated:
2.90
%
BWX passively track a collection of governmental bonds from non-US countries
Sector:
Financials
State Street S&P Regional Banking ETF
Ticker:
KCE
Allocated:
2.12
%
State Street put together this collection of stocks to track an index of capital market companies traded on US exchanges.
Sector:
Financials
State Street S&P Insurance ETF
Ticker:
KIE
Allocated:
2.12
%
State Street put together this collection of stocks to track an index of insurance companies traded on US exchanges.
Sector:
Financials
State Street S&P Regional Banking ETF
Ticker:
KRE
Allocated:
2.12
%
State Street put together this collection of stocks to track an index of regional banks traded 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 Mid Term Treasury Bond
Schwab Mid Term Treasury Index
Ticker:
SCHR
Allocated:
1.45
%
Schwab put together this collection of intermediate term US treasury bonds to track the US intermediate term treasury bond index.
Sector:
US Long Term Treasury Bond
SPDR® Portfolio Long Term Treasury ETF
Ticker:
SPTL
Allocated:
1.45
%
Schwab put together this collection of long term US treasury bonds to track the US long term treasury bond index.
Select portfolio:
Additional description for moderately cautious portfolio.
Visualiser:
49.1
%
Low-Carbon Sector Stocks
25.4
%
Green Bonds
13.7
%
Government Bonds
10.9
%
Climate Solution Stocks
1
%
Cash
Core
Moderately cautious (60/40)
Detailed breakdown:
As of May 15, 2025.
Sector
Company
Ticker
%, Allocated
Description
Sector:
Green Bond
Carbon Collective Short Duration Green Bond ETF
Ticker:
CCSB
Allocated:
25.35
%
Carbon Collective and Artesian manages this collection of short-duration corporate green bonds to develop clean infrastructure with a goal of providing market-rate returns.
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 US Traded Climate Solutions ETF
Ticker:
CCSO
Allocated:
10.87
%
Carbon Collective put together this collection of stocks to track all of the companies building solutions to climate change.
Sector:
Healthcare
iShares Global Healthcare ETF
Ticker:
IXJ
Allocated:
6.74
%
IXJ passively track the largest healthcare companies around the globe
Sector:
TIPS
Blackrock 0-5 Years TIPS Bond ETF
Ticker:
STIP
Allocated:
5.85
%
Schwab put together this collection of Treasury Inflation Protected Securities (TIPS). Their principal price adjusts to track inflation.
Sector:
Telecommunications
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 Discretionary Sector ETF
Ticker:
FDIS
Allocated:
4.61
%
Fidelity put together this collection of stocks to track an index of publicly traded consumer discretionary (non-staples) companies on US exchanges.
Sector:
Non-US Gov Bonds
SPDR Int'l Treasury ETF
Ticker:
BWX
Allocated:
3.90
%
BWX passively track a collection of governmental bonds from non-US countries
Sector:
Financials
iShares MSCI Europe Financials ETF
Ticker:
EUFN
Allocated:
3.64
%
iShares manages this fund
Sector:
Consumer Staples
Carbon Collective: Consumer Staples
Ticker:
CC: CoSt
Allocated:
3.64
%
Carbon Collective adjusted this collection of stocks to track the USA IMI MSCI consumer staples index with the meat and tobacco companies removed.
Sector:
US Mid Term Treasury Bond
Schwab Mid Term Treasury Index
Ticker:
SCHR
Allocated:
1.95
%
Schwab put together this collection of intermediate term US treasury bonds to track the US intermediate term treasury bond index.
Sector:
US Long Term Treasury Bond
SPDR® Portfolio Long Term Treasury ETF
Ticker:
SPTL
Allocated:
1.95
%
Schwab put together this collection of long term US treasury bonds to track the US long term treasury bond index.
Sector:
Financials
State Street S&P Regional Banking ETF
Ticker:
KCE
Allocated:
1.82
%
State Street put together this collection of stocks to track an index of capital market companies traded on US exchanges.
Sector:
Financials
State Street S&P Insurance ETF
Ticker:
KIE
Allocated:
1.82
%
State Street put together this collection of stocks to track an index of insurance companies traded on US exchanges.
Sector:
Financials
State Street S&P Regional Banking ETF
Ticker:
KRE
Allocated:
1.82
%
State Street put together this collection of stocks to track an index of regional banks traded 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:
Additional description for cautious portfolio.
Visualiser:
40.9
%
Low-Carbon Sector Stocks
31.9
%
Green Bonds
17.2
%
Government Bonds
9.1
%
Climate Solution Stocks
1
%
Cash
Core
Cautious (50/50)
Detailed breakdown:
As of May 15, 2025.
Sector
Company
Ticker
%, Allocated
Description
Sector:
Green Bond
Carbon Collective Short Duration Green Bond ETF
Ticker:
CCSB
Allocated:
31.85
%
Carbon Collective and Artesian manages this collection of short-duration corporate green bonds to develop clean infrastructure with a goal of providing market-rate returns.
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 US Traded Climate Solutions ETF
Ticker:
CCSO
Allocated:
9.06
%
Carbon Collective put together this collection of stocks to track all of the companies building solutions to climate change.
Sector:
TIPS
Blackrock 0-5 Years TIPS Bond ETF
Ticker:
STIP
Allocated:
7.35
%
Schwab put together this collection of Treasury Inflation Protected Securities (TIPS). Their principal price adjusts to track inflation.
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:
4.90
%
BWX passively track a collection of governmental bonds from non-US countries
Sector:
Telecommunications
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 Discretionary Sector ETF
Ticker:
FDIS
Allocated:
3.84
%
Fidelity put together this collection of stocks to track an index of publicly traded consumer discretionary (non-staples) companies on US exchanges.
Sector:
Financials
iShares MSCI Europe Financials ETF
Ticker:
EUFN
Allocated:
3.03
%
iShares manages this fund
Sector:
Consumer Staples
Carbon Collective: Consumer Staples
Ticker:
CC: CoSt
Allocated:
3.03
%
Carbon Collective adjusted this collection of stocks to track the USA IMI MSCI consumer staples index with the meat and tobacco companies removed.
Sector:
US Mid Term Treasury Bond
Schwab Mid Term Treasury Index
Ticker:
SCHR
Allocated:
2.45
%
Schwab put together this collection of intermediate term US treasury bonds to track the US intermediate term treasury bond index
Sector:
US Long Term Treasury Bond
SPDR® Portfolio Long Term Treasury ETF
Ticker:
SPTL
Allocated:
2.45
%
Schwab put together this collection of long term US treasury bonds to track the US long term treasury bond index.
Sector:
Financials
State Street S&P Regional Banking ETF
Ticker:
KCE
Allocated:
1.52
%
State Street put together this collection of stocks to track an index of capital market companies traded on US exchanges.
Sector:
Financials
State Street S&P Insurance ETF
Ticker:
KIE
Allocated:
1.52
%
State Street put together this collection of stocks to track an index of insurance companies traded on US exchanges.
Sector:
Financials
State Street S&P Regional Banking ETF
Ticker:
KRE
Allocated:
1.52
%
State Street put together this collection of stocks to track an index of regional banks traded 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:
Additional description for most cautious portfolio.
Visualiser:
38.4
%
Green Bonds
32.8
%
Low-Carbon Sector Stocks
20.7
%
Government Bonds
7.2
%
Climate Solution Stocks
1
%
Cash
Core
Most cautious (40/60)
Detailed breakdown:
As of May 15, 2025.
Sector
Company
Ticker
%, Allocated
Description
Sector:
Green Bond
Carbon Collective Short Duration Green Bond ETF
Ticker:
CCSB
Allocated:
31.85
%
Carbon Collective and Artesian manages this collection of short-duration corporate green bonds to develop clean infrastructure with a goal of providing market-rate returns.
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 US Traded Climate Solutions ETF
Ticker:
CCSO
Allocated:
9.06
%
Carbon Collective put together this collection of stocks to track all of the companies building solutions to climate change.
Sector:
TIPS
Blackrock 0-5 Years TIPS Bond ETF
Ticker:
STIP
Allocated:
7.35
%
Schwab put together this collection of Treasury Inflation Protected Securities (TIPS). Their principal price adjusts to track inflation.
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:
4.90
%
BWX passively track a collection of governmental bonds from non-US countries
Sector:
Telecommunications
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 Discretionary Sector ETF
Ticker:
FDIS
Allocated:
3.84
%
Fidelity put together this collection of stocks to track an index of publicly traded consumer discretionary (non-staples) companies on US exchanges.
Sector:
Financials
iShares MSCI Europe Financials ETF
Ticker:
EUFN
Allocated:
3.03
%
iShares manages this fund
Sector:
Consumer Staples
Carbon Collective: Consumer Staples
Ticker:
CC: CoSt
Allocated:
3.03
%
Carbon Collective adjusted this collection of stocks to track the USA IMI MSCI consumer staples index with the meat and tobacco companies removed.
Sector:
US Mid Term Treasury Bond
Schwab Mid Term Treasury Index
Ticker:
SCHR
Allocated:
2.45
%
Schwab put together this collection of intermediate term US treasury bonds to track the US intermediate term treasury bond index
Sector:
US Long Term Treasury Bond
SPDR® Portfolio Long Term Treasury ETF
Ticker:
SPTL
Allocated:
2.45
%
Schwab put together this collection of long term US treasury bonds to track the US long term treasury bond index.
Sector:
Financials
State Street S&P Regional Banking ETF
Ticker:
KCE
Allocated:
1.52
%
State Street put together this collection of stocks to track an index of capital market companies traded on US exchanges.
Sector:
Financials
State Street S&P Insurance ETF
Ticker:
KIE
Allocated:
1.52
%
State Street put together this collection of stocks to track an index of insurance companies traded on US exchanges.
Sector:
Financials
State Street S&P Regional Banking ETF
Ticker:
KRE
Allocated:
1.52
%
State Street put together this collection of stocks to track an index of regional banks traded 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.