Target Allocation ETF — Conservative
Target AllocationTarget Allocation ETF20% Equity / 78% Fixed Income · ETF implementation · Last reviewed 2026-04-16
ActiveConstruction v16Jan 2016 – Jul 2026Benchmark: Blended Global ETF Composite
AI insights
Generate a briefing on positioning, performance, and risk for Target Allocation ETF — Conservative.
Underlying holdings
9 positions · 100.1% of the model
| Strategy | Ticker | Asset class | Vehicle | Expense | Weight |
|---|---|---|---|---|---|
| Northbridge US Large-Cap Growth | NBLGX | Equity | ETF | 0.22% | 5.1% |
| Calder & Finch Large-Cap Value | CFLVX | Equity | ETF | 0.43% | 3.7% |
| Meridian Total US Equity Index | MRDQX | Equity | ETF | 0.45% | 6.4% |
| Halsey Small-Mid Cap Core | HSMCX | Equity | ETF | 0.39% | 4.8% |
| Meridian Core Investment-Grade Bond | MRCBX | Fixed Income | ETF | 0.51% | 15.3% |
| Pellham Short Duration Income | PLSDX | Fixed Income | ETF | 0.29% | 20.7% |
| Calder & Finch Corporate Credit | CFCCX | Fixed Income | ETF | 0.16% | 21.0% |
| Lindqvist Global Bond Ex-US | LQGBX | Fixed Income | ETF | 0.35% | 21.1% |
| Oakhurst Government Money Market | OKGXX | Cash | Mutual Fund | 0.03% | 2.0% |
Holdings reflect the latest published sleeve weights and are subject to change.