Target Allocation ETF — Moderately Conservative
Target AllocationTarget Allocation ETF30% Equity / 68% Fixed Income · ETF implementation · Last reviewed 2026-05-17
ActiveConstruction v19Jan 2016 – Jul 2026Benchmark: Blended Global ETF Composite
AI insights
Generate a briefing on positioning, performance, and risk for Target Allocation ETF — Moderately Conservative.
Underlying holdings
9 positions · 100.0% of the model
| Strategy | Ticker | Asset class | Vehicle | Expense | Weight |
|---|---|---|---|---|---|
| Northbridge US Large-Cap Growth | NBLGX | Equity | ETF | 0.07% | 9.1% |
| Calder & Finch Large-Cap Value | CFLVX | Equity | ETF | 0.57% | 5.7% |
| Meridian Total US Equity Index | MRDQX | Equity | ETF | 0.09% | 8.8% |
| Halsey Small-Mid Cap Core | HSMCX | Equity | ETF | 0.48% | 6.4% |
| Meridian Core Investment-Grade Bond | MRCBX | Fixed Income | ETF | 0.56% | 17.9% |
| Pellham Short Duration Income | PLSDX | Fixed Income | ETF | 0.24% | 18.5% |
| Calder & Finch Corporate Credit | CFCCX | Fixed Income | ETF | 0.46% | 20.7% |
| Lindqvist Global Bond Ex-US | LQGBX | Fixed Income | ETF | 0.56% | 10.9% |
| Oakhurst Government Money Market | OKGXX | Cash | Mutual Fund | 0.03% | 2.0% |
Holdings reflect the latest published sleeve weights and are subject to change.