Direct Indexing

61.35%

last 3 years

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For accounts over $100k: Our globally diversified portfolio that’s designed to enhance tax savings by investing in individual US stocks, along with completion ETFs.

See historical performance methodology

Investments

Example risk level for a medium tax level: 8.0 of 10

Your risk level will be determined when you add this portfolio. The investment mix will match your risk level, tax level, and account type.

US stocks: 45%
Foreign developed stocks: 18% (Vanguard FTSE Developed Markets ETF (VEA))
Emerging market stocks: 16% (Vanguard FTSE Emerging Markets ETF (VWO))
Corporate bonds: 12% (iShares iBoxx USD Investment Grade Corporate Bond ETF (LQD))
TIPS: 6% (Schwab US TIPS ETF (SCHP))
Dividend growth stocks: 3% (Vanguard Dividend Appreciation ETF (VIG))

Managed by Wealthfront

With this portfolio, you get all the benefits of investing with Wealthfront.

Curated by experts

This low-cost portfolio is hand-picked by our research team, and is diversified and optimized for the long term.

Managed automatically

We buy and sell funds, rebalance your portfolio, and reinvest dividends to keep you diversified and fully invested.

Optimized for tax savings

For taxable accounts, our Tax-Loss Harvesting strategy finds ways to help save on taxes and maximize your returns.

Easy to personalize

Change your risk level, add and remove investments, or edit the investment mix to meet your needs.

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