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 90% stocks, 10% bonds
Int'l Developed Market Stocks 24.10%
Int'l Emerging Market Stocks 10%
U.S. Total Stock Market 46%
U.S. Shareholder Engagement Stocks 5.40%
U.S. Small Cap Stocks 4.50%
Int'l Developed Market Bonds 1.90%
U.S. High Quality Bonds 5.20%
Int'l Emerging Market Bonds
U.S. Short-Term Treasuries
U.S. Corporate Bonds 1.70%
U.S. Inflation-Protected Bonds
U.S Short-Term High Quality Bonds

Allocations as of April 22, 2024

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 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. Expect differences in taxable accounts.

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