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Social Impact

The Social Impact portfolio provides more exposure to companies supporting social equity and minority empowerment. It maintains a diversified, relatively low-cost approach to help customers investing for the long-term save towards their goals while expressing their socially-conscious values.

Who it's for

Socially-conscious investors

Holdings	Based on an allocation of 90% stocks, 10% bonds
U.S. Total Stock Market ESGU	35.20%
Int'l Developed Market Stocks ESGD	24.10%
Int'l Emerging Market Stocks ESGE	10%
U.S. Minority Empowerment Stocks NACP	5.40%
U.S. Gender Equality Stocks SHE	5.40%
U.S. Shareholder Engagement Stocks VOTE	5.40%
Int'l Developed Market Bonds BNDX	1.90%
U.S. High Quality Bonds EAGG	5.20%
Int'l Emerging Market Bonds EMB	1.30%
U.S. Short-Term Treasuries GBIL
U.S. Small Cap Stocks ESML	4.50%
U.S. Short-Term High Quality Bonds JPST
U.S. Inflation-Protected Bonds STIP
U.S. Corporate Bonds SUSC	1.70%

Additional Resources

Socially Responsible Investing Portfolios Disclosure

Allocations as of April 2, 2024

As the bond exposure increases relative to stocks within this portfolio, the exposure to SRI focused ETFs will decline. This portfolio strategy has 101 different allocation options, from 0% bonds to 100% stocks. The 90% stock, 10% bond portfolio has been selected to display holdings. Different allocations will have different weights of each asset class. Betterment may recommend a different allocation based on various goal inputs tailored to each client, including the time horizon for your goal with the longest period starting at 90% stocks. The holdings shown reflect the portfolio model for tax-deferred accounts, like IRAs or 401(k)s. Expect differences in taxable accounts.

Social Impact

Additional Resources

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