Goldman Sachs Smart Beta
Holdings | Based on an allocation of 70% stocks, 30% bonds |
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Int'l Emerging Market Stocks | 3% |
Int'l Developed Market Stocks | 18.5% |
U.S. Stocks - Large Cap | 42% |
U.S. Growth Stocks - Small Cap | 6.5% |
Int'l Emerging Market Bonds | 4% |
U.S. Short-Term Treasuries | 6% |
U.S. High Quality Bonds | 5.8% |
U.S. High Yield Corporate Bonds | 2.5% |
U.S. Investment-Grade Corporate Bonds | 7.2% |
U.S. Inflation- Protected Bonds | 2.5% |
Allocations as of Mar. 31, 2022.
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.
Invested with benefits.
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Tax savings.
Automated and optimized tax strategies help you earn more money over time.
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Lower costs.
Keep more money in your portfolio with low-cost exchange-traded funds (ETFs) and our 0.25% annual fee.
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Adjusts automatically.
Your investments are rebalanced as the market moves, with any dividends getting immediately reinvested.