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

1% - Cash3.2% - Government Bonds5.9% - Green Bonds16.3% - Climate Solution Stocks73.7% - Low-Carbon Sector Stocks

Core

Most bold (90/10)

Detailed breakdown:

As of May 15, 2025.

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:

KRE

Allocated:

2.73

%

State Street put together this collection of stocks to track an index of regional banks 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:

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:

Real Estate

Vert Global Sustainable Real Estate ETF

Ticker:

VGSR

Allocated:

2.48

%

VGSR invests in global REITs, but excludes those with higher levels of climate-related risks.

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:

Cash

Cash

Ticker:

Allocated:

1.00

%

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 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

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