Asset Allocation
AS AT MAR 31, 2025
Equity - Geography
AS AT MAR 31, 2025
Active vs. Passive
AS AT MAR 31, 2025
Holdings
AS AT MAR 31, 2025
| Holding | Ticker | Weight |
|---|---|---|
| Cash | ||
| CAD Cash | CAD Cash | 0.7% |
| Purpose High Interest Savings Fund | PSA | 0.9% |
| Fixed Income | ||
| BMO Aggregate Bond ETF | ZAG | 6.4% |
| Purpose Global Bond ETF | BND | 4.2% |
| BMO MT US IG Corp Bd Hdgd to CAD ETF | ZMU | 2.5% |
| Balanced | ||
| Purpose Tactical Asset Allocation ETF | RTA | 6.1% |
| North American Equity | ||
| BMO S&P/TSX Capped Composite ETF | ZCN | 13.8% |
| Purpose Core Equity Income ETF | RDE | 9.9% |
| Invesco S&P 500 Equal Weight ETF CAD H | EQL.F | 7.8% |
| Vanguard S&P 500 ETF CAD-H | VSP | 4.0% |
| Invesco QQQ Trust | QQQ | 6.3% |
| iShares Russell 2000 ETF | IWM | 2.9% |
| International Equity | ||
| Purpose International Dividend ETF | PID | 7.0% |
| iShares Core MSCI EAFE ETF | IEFA | 8.0% |
| iShares MSCI Japan ETF | EWJ | 3.9% |
| Vanguard FTSE Emerging Mkts All Cap ETF | VEE | 4.9% |
| iShares MSCI EAFE Min Vol Factor ETF | EFAV | 4.0% |
| Diversifiers | ||
| Purpose Gold Bullion | KILO | 3.9% |
| Purpose Premium Yield ETF | PYF | 3.0% |