Core
Investors looking for a globally diversified portfolio providing optimized exposure to stocks and bonds
Holdings |
Based on an allocation of 90% stocks, 10% bonds |
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U.S. Stocks - Large Cap | 44.90% |
U.S. Stocks - Mid Cap | 6% |
U.S. Stocks - Small Cap | 4.60% |
Int'l Developed Market Stocks | 25.50% |
Int'l Emerging Market Stocks | 8.90% |
U.S. High Quality Bonds | 7.10% |
Int'l Developed Market Bonds | 1.50% |
Int'l Emerging Market Bonds | 1.40% |
U.S. Short-Term High Quality Bonds | 0% |
U.S. Inflation-Protected Bonds | 0% |
Additional Resources
Allocations as of April 2, 2024
This portfolio strategy has 101 different allocation options, from 0% bonds to 100% stocks. The 90% stock, 10% bond portfolio has been selected to display holdings. Different allocations will have different weights of each asset class. Betterment may recommend a different allocation based on various goal inputs tailored to each client, including the time horizon for your goal with the longest period starting at 90% stocks. The holdings shown reflect the portfolio model for tax-deferred accounts, like IRAs or 401(k)s. You can expect differences in taxable accounts.
Invested with benefits.
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Tax-smart tools.
Automated and optimized tax strategies designed to help minimize tax impact on returns.
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Lower costs.
Keep more money in your portfolio with low-cost exchange-traded funds (ETFs) and our transparent pricing.
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Adjusts automatically.
Your investments are rebalanced as the market moves once at the minimum account balance, with dividends getting reinvested.