Asset Allocation
AS AT JUN 09, 2025
Equity - Geography
AS AT JUN 09, 2025
Active vs. Passive
AS AT JUN 09, 2025
Holdings
AS AT JUN 09, 2025
| Holding | Ticker | Weight |
|---|---|---|
| Cash | ||
| CAD Cash | Cad Cash | 0.0% |
| Purpose Cash Management ETF | MNY | 5.0% |
| Purpose USD Cash Management ETF | MNU.U | 0.1% |
| Fixed Income | ||
| BMO Aggregate Bond ETF | ZAG | 10.1% |
| iShares Core Canadian Corporate Bd ETF | XCB | 3.0% |
| iShares Core Canadian Short Term Bd ETF | XSB | 6.5% |
| Mackenzie Unconstrained Bond ETF | MUB | 4.1% |
| Purpose Global Bond ETF | BND | 4.3% |
| BMO MT US IG Corp Bd Hdgd to CAD ETF | ZMU | 3.9% |
| Balanced | ||
| Purpose Tactical Asset Allocation ETF | RTA | 6.4% |
| North American Equity | ||
| BMO S&P/TSX Capped Composite ETF | ZCN | 6.6% |
| Purpose Core Equity Income ETF | RDE | 11.7% |
| Invesco S&P 500 Equal Weight ETF CAD H | EQL.F | 8.9% |
| SPDR® S&P 500 ETF | SPY | 1.9% |
| International Equity | ||
| Purpose International Dividend ETF | PID | 5.2% |
| iShares Core MSCI EAFE ETF | IEFA | 5.4% |
| iShares MSCI Japan ETF | EWJ | 2.1% |
| iShares MSCI EAFE Min Vol Factor ETF | EFAV | 5.2% |
| Vanguard FTSE Emerging Mkts All Cap ETF | VEE | 3.0% |
| Diversifiers | ||
| Purpose Gold Bullion | KILO | 2.9% |
| Purpose Premium Yield ETF | PYF | 3.8% |