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 | 3.9% |
| Fixed Income | ||
| BMO Aggregate Bond ETF | ZAG | 14.8% |
| iShares Core Canadian Corporate Bd ETF | XCB | 10.2% |
| Mackenzie Unconstrained Bond ETF | MUB | 4.5% |
| Purpose Global Bond ETF | BND | 6.5% |
| iShares Core Canadian Short Term Bd ETF | XSB | 4.5% |
| iShares Core US Aggregate Bond ETF | AGG | 3.6% |
| BMO MT US IG Corp Bd Hdgd to CAD ETF | ZMU | 5.1% |
| Balanced | ||
| Purpose Tactical Asset Allocation ETF | RTA | 3.9% |
| North American Equity | ||
| BMO S&P/TSX Capped Composite ETF | ZCN | 5.6% |
| Purpose Core Equity Income ETF | RDE | 7.0% |
| Invesco S&P 500 Equal Weight ETF CAD H | EQL.F | 5.6% |
| iShares MSCI USA Min Vol Factor ETF | USMV | 3.2% |
| International | ||
| Purpose International Dividend ETF | PID | 6.3% |
| iShares Core MSCI EAFE ETF | IEFA | 5.9% |
| Diversifiers | ||
| Purpose Gold Bullion | KILO | 4.4% |
| Purpose Premium Yield ETF | PYF | 4.4% |