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 |
|---|---|
| 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.
Be invested.
