Core
Investors looking for a globally diversified portfolio providing optimized exposure to stocks and bonds
Holdings |
Based on an allocation of 70% stocks, 30% bonds |
---|---|
U.S. Stocks - Large Cap | 35% |
U.S. Stocks - Mid Cap | 4.70% |
U.S. Stocks - Small Cap | 3.60% |
Int'l Developed Market Stocks | 20% |
Int'l Emerging Market Stocks | 6.70% |
U.S. High Quality Bonds | 19.20% |
Int'l Developed Market Bonds | 4.40% |
Int'l Emerging Market Bonds | 3.90% |
U.S. Short-Term High Quality Bonds | 1.10% |
U.S. Inflation-Protected Bonds | 1.40% |
Additional Resources
Allocations as of Jan. 11, 2024
This portfolio strategy has 101 different allocation options, from 0% bonds to 100% stocks. The 70% stock, 30% 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.