Overview
A complete 80/20 global portfolio in one ticker — nine iShares core funds spanning US, international and EM stocks plus bonds, automatically rebalanced.
Top Holdings
| Ticker | Holding | Weight |
|---|---|---|
| IVV | iShares Core S&P 500 | 46.2% |
| IDEV | iShares Core MSCI Intl Developed | 22.6% |
| IUSB | iShares Core Total USD Bond | 15.8% |
| IEMG | iShares Core MSCI EM | 8.9% |
| IAGG | iShares Core Intl Aggregate Bond | 2.9% |
| IJH | iShares Core S&P Mid-Cap | 2.5% |
| IJR | iShares Core S&P Small-Cap | 1.2% |
Fund Details
Investment Thesis
The entire do-it-yourself portfolio done for you at 0.15%: global diversification, a bond cushion and disciplined rebalancing with zero decisions required. +15% in a year it never needed touching is the whole argument for one-ticker investing.
Who It's For
Long-horizon investors who want a set-and-forget growth portfolio — the all-in-one alternative to managing five funds.
10-Year History
| Year | Close | % Chg |
|---|---|---|
| 2016 | -- | -- |
| 2017 | $53.88 | -- |
| 2018 | $48.55 | -9.9% |
| 2019 | $58.00 | +19.5% |
| 2020 | $64.18 | +10.7% |
| 2021 | $72.82 | +13.5% |
| 2022 | $59.75 | -17.9% |
| 2023 | $69.05 | +15.6% |
| 2024 | $76.61 | +10.9% |
| 2025 | $89.56 | +16.9% |
| Year | Yield |
|---|---|
| 2016 | -- |
| 2017 | -- |
| 2018 | -- |
| 2019 | -- |
| 2020 | -- |
| 2021 | 0.99% |
| 2022 | 2.10% |
| 2023 | 2.22% |
| 2024 | 2.30% |
| 2025 | 2.18% |
| Year | AUM | % Chg |
|---|---|---|
| 2016 | -- | -- |
| 2017 | -- | -- |
| 2018 | -- | -- |
| 2019 | -- | -- |
| 2020 | -- | -- |
| 2021 | -- | -- |
| 2022 | -- | -- |
| 2023 | -- | -- |
| 2024 | -- | -- |
| 2025 | $3.3B | -- |
Historical figures are ETFHub estimates modelled from asset-class return patterns and may differ from official fund records. Data as of August 2026.
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