Index Performance
+7.54%
COLMDAGG
+14.31%
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 July 6, 2026
CSV download
| State Street SPDR S&P 500 ETF Trust (SPY) | 32.26% | N/A | N/A | N/A | N/A |
| iShares MSCI EAFE ETF (EFA) | 24.17% | N/A | N/A | N/A | N/A |
| iShares 7-10 Year Treasury Bond ETF (IEF) | 11.01% | N/A | N/A | N/A | N/A |
| Vanguard FTSE Emerging Markets ETF (VWO) | 7.06% | N/A | N/A | N/A | N/A |
| Vanguard Short-Term Government Bond Index Fund (VGSH) | 6.02% | N/A | N/A | N/A | N/A |
| iShares 20+ Year Treasury Bond ETF (TLT) | 4.96% | N/A | N/A | N/A | N/A |
| Vanguard Mortgage-Backed Securities Index Fund (VMBS) | 4.01% | N/A | N/A | N/A | N/A |
| Invesco DB Commodity Index Tracking Fund (DBC) | 3.74% | N/A | N/A | N/A | N/A |
| iShares iBoxx $ High Yield Corporate Bond ETF (HYG) | 2.00% | N/A | N/A | N/A | N/A |
| iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) | 1.80% | N/A | N/A | N/A | N/A |
| iShares TIPS Bond ETF (TIP) | 1.79% | N/A | N/A | N/A | N/A |
| iShares Russell 2000 ETF (US) (IWM) | 1.20% | N/A | N/A | N/A | N/A |
Market data by FactSet