Index Performance
+3.02%
COLMDAGG
+10.18%
SPY
Overview
Description
Model portfolio by Columbia Threadneedle that targets the highest level of total return consistent with a moderately aggressive level of risk. Invests in a mix of active and passive exposures, allocating to both mutual funds and ETFs
- TickerCOLMDAGG
- Inception Date01/01/2023
- WeightingCustom
- # of holdings12
What's inside?
Holdings
All holdings as of December 10, 2024
CSV download
| SPDR S&P 500 ETF Trust (SPY) | 33.83% | N/A | N/A | N/A | N/A |
| iShares MSCI EAFE ETF (EFA) | 22.99% | N/A | N/A | N/A | N/A |
| iShares 7-10 Year Treasury Bond ETF (IEF) | 10.62% | N/A | N/A | N/A | N/A |
| Vanguard FTSE Emerging Markets ETF (VWO) | 7.39% | N/A | N/A | N/A | N/A |
| Vanguard Short-Term Government Bond Index Fund (VGSH) | 5.95% | N/A | N/A | N/A | N/A |
| iShares 20+ Year Treasury Bond ETF (TLT) | 4.72% | N/A | N/A | N/A | N/A |
| Vanguard Mortgage-Backed Securities Index Fund (VMBS) | 3.92% | N/A | N/A | N/A | N/A |
| Invesco DB Commodity Index Tracking Fund (DBC) | 3.77% | N/A | N/A | N/A | N/A |
| iShares iBoxx $ High Yield Corporate Bond ETF (HYG) | 2.01% | N/A | N/A | N/A | N/A |
| iShares TIPS Bond ETF (TIP) | 1.76% | N/A | N/A | N/A | N/A |
| iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) | 1.76% | N/A | N/A | N/A | N/A |
| iShares Russell 2000 ETF (IWM) | 1.28% | N/A | N/A | N/A | N/A |
Market data by FactSet