Broad Impact

The Broad Impact portfolio seeks to provide greater exposure to all of the different dimensions of social responsibility, such as lower carbon emissions, ethical labor management, or greater board diversity. It maintains a diversified, relatively low-cost approach to help customers investing for the long-term save towards their goals while expressing their values.
Who it's for
Investors looking to make an impact
Holdings Based on an allocation of 70% stocks, 30% bonds
Int'l Developed Market Stocks 30.10%
Int'l Emerging Market Stocks 6.30%
U.S. Total Stock Market 27.80%
U.S. Shareholder Engagement Stocks 3.40%
U.S. Small Cap Stocks 2.40%
Int'l Developed Market Bonds 10.30%
U.S. High Quality Bonds 10.40%
Int'l Emerging Market Bonds
U.S. Short-Term Treasuries 0%
U.S. Corporate Bonds 5.20%
U.S. Inflation-Protected Bonds 0%

Allocations as of June 30, 2023.

As the bond exposure increases relative to stocks within this portfolio, the exposure to SRI focused ETFs will decline. 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. Expect differences in taxable accounts.

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