Vanguard portfolio (CRSP Series)
Vanguard model portfolios take a strategic approach to investing. They offer consistently broad diversification, including exposure in balanced portfolios to more than 19,000 stocks and bonds worldwide. The approach starts with broad asset-class exposure to U.S. and international equities and U.S. and international investment-grade bonds in a strategic, index-centric framework.
Who it's for
Cost-conscious investors looking exclusively for Vanguard ETFs
| Holdings | Based on an allocation of 70% stocks, 30% bonds |
|---|---|
| U.S. Large Cap Equities - Growth Stocks | 19% |
| U.S. Large Cap Equities - Value Stocks | 18.1% |
| U.S. Mortgage-backed Securities | 4.3% |
| International Developed Markets Equities | 20.4% |
| U.S. Small Cap Equities | 5% |
| U.S. Bonds - Long-Term | 4.1% |
| U.S. Bonds - Short-Term Bonds Duration | 8.4% |
| U.S. Bonds - Medium Term Duration | 4.3% |
| International Developed Market Bonds | 9% |
| International Emerging Markets Equities | 7.6% |
Allocations as of Sept. 30, 2022.
This portfolio strategy has 11 different allocation options. The 70% stock, 30% bond portfolio has been selected to display holdings for an allocation. Different allocations will have different weights of each asset class. No recommendation of an allocation is being made by Betterment.
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