NYSE ARCA | ETF
The fund is designed to assist investors in saving for a home down payment, mortgage or rent budget or general home-related expenses or costs.
Under normal market conditions, the fund will invest its assets within the following ranges: 60-95% of its assets in fixed income and cash and cash equivalents, 5-35% of its assets in equities, and 0-35% of its assets in a combination of underlying funds providing exposure to commodities, REITs and high yield debt securities.
The adviser seeks to emphasize exposure to fixed income, in order to avoid excessive volatility of returns.
Top 10 Holdings
| Asset | Name | Sector | Industry | Weight |
|---|---|---|---|---|
| VCIT | Vanguard Intermediate-Term Corporate Bond Index Fund ETF Shares | 16.82% | ||
| MBB | iShares MBS ETF | 14.06% | ||
| SCHP | Schwab U.S. TIPS ETF | 12.23% | ||
| VWOB | Vanguard Emerging Markets Government Bond Index Fund ETF Shares | 9.46% | ||
| VGIT | Vanguard Intermediate-Term Treasury Index Fund ETF Shares | 5.91% | ||
| DGRO | iShares Core Dividend Growth ETF | 4.87% | ||
| IGRO | iShares International Dividend Growth ETF | 3.69% | ||
| BAR | GraniteShares Gold Trust | 3.04% | ||
| VCLT | Vanguard Long-Term Corporate Bond Index Fund ETF Shares | 2.62% | ||
| XLU | Utilities Select Sector SPDR® Fund | 1.80% |