Index Performance
+3.24%
COLMDAGG
-4.34%
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 March 20, 2025
CSV download
| SPDR S&P 500 ETF Trust (SPY) | 29.81% | N/A | N/A | N/A | N/A |
| iShares MSCI EAFE ETF (EFA) | 26.11% | N/A | N/A | N/A | N/A |
| iShares 7-10 Year Treasury Bond ETF (IEF) | 11.07% | N/A | N/A | N/A | N/A |
| Vanguard FTSE Emerging Markets ETF (VWO) | 7.45% | N/A | N/A | N/A | N/A |
| Vanguard Short-Term Government Bond Index Fund (VGSH) | 5.92% | N/A | N/A | N/A | N/A |
| iShares 20+ Year Treasury Bond ETF (TLT) | 5.07% | N/A | N/A | N/A | N/A |
| Vanguard Mortgage-Backed Securities Index Fund (VMBS) | 3.98% | N/A | N/A | N/A | N/A |
| Invesco DB Commodity Index Tracking Fund (DBC) | 3.92% | N/A | N/A | N/A | N/A |
| iShares iBoxx $ High Yield Corporate Bond ETF (HYG) | 1.99% | N/A | N/A | N/A | N/A |
| iShares TIPS Bond ETF (TIP) | 1.81% | 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 Russell 2000 ETF (US) (IWM) | 1.08% | N/A | N/A | N/A | N/A |
Market data by FactSet