Strategy
Total World
ITOT, IEFA, and IEMG
By Grow
Broad global equity exposure across US, developed, and emerging markets: 60% ITOT, 30% IEFA, and 10% IEMG. On a set monthly cadence, the portfolio rebalances when any holding drifts more than 5% from its target weight.
Allocation
Thematic
Total US Market33%
Developed Markets33%
Emerging Markets33%
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