Portfolios

AAVE is a decentralized finance protocol built that allows users to lend, borrow, and earn interest on cryptocurrency without intermediaries.

The Compound protocol is a decentralized lending platform that allows users to earn interest or borrow cryptocurrency without intermediaries, with the ability for token holders to vote on protocol changes and upgrades.

The Ethereum Name Service is a distributed, open, and extensible naming system built on the Ethereum blockchain. ENS maps human-readable names (like 'ndao.eth') to wallets and contract addresses, hashes, and metadata.

The ETH token is the native cryptocurrency of the Ethereum blockchain, used for paying transaction fees, executing smart contracts, and incentivizing network participants.

Rocket Pool ETH is the liquid staking token of the Rocket Pool protocol, a next-generation decentralized staking pool protocol built on the Ethereum blockchain. The rETH token represents ETH that is being staked and is backed 1:1 by that staked ETH.

Optimism is an ERC-20 token integral to the Optimism Layer 2 scaling solution for Ethereum. Optimism aims to significantly reduce transaction fees and improve the speed of transactions, making infrastructure more efficient and user-friendly. The OP token incentivizes validators, supports governance decisions, and funds development within the ecosystem.

Wrapped Bitcoin is an ERC-20 variant of Bitcoin on the Ethereum blockchain, backed 1:1 with Bitcoin. It allows Bitcoin owners to utilize their assets in Ethereum’s DeFi protocols. WBTC++ essentially transforms Bitcoin into an ERC-20.

Glo Dollar is an ERC-20 token that aims to fund public goods. Glo Dollar is 1:1 backed with fiat USD, which is invested, earns revenue, and uses that revenue to fund direct aid. Please note that this is an impact portfolio and as such, there is no expectation of accruing/increasing value of deposits into this portfolio.

An actively managed strategy that seeks to provide risk-adjusted total return and high current income, with less volatility than the general bond and loan segments over full market cycles.

Exposure to investment-grade corporate bonds, aiming for stability and income.

Seeks to track the Dow Jones Global Select Real Estate Securities Index, measuring publicly traded global real estate securities.

Replicates the S&P 500, offering broad exposure to large-cap US stocks.

ETF focused on companies aligned with the United Nations Sustainable Development Goals.

The investment seeks to track the performance of the CRSP US Large Cap Growth Index that measures the investment return of large-capitalization growth stocks. The fund employs an indexing investment approach designed to track the performance of the index, a broadly diversified index predominantly made up of growth stocks of large U.S. companies. The advisor attempts to replicate the target index by investing all, or substantially all, of its assets in the stocks that make up the index, holding each stock in approximately the same proportion as its weighting in the index.

Tracks the NASDAQ-100 index, providing exposure to some of the largest non-financial companies.

Seeks to provide investment results that correspond generally to the MSCI USA Climate Paris Aligned Index, which reduces climate-change risk exposure and increases alignment with Paris Agreement goals.

Index is designed to represent the market of U.S. convertible securities, including convertible bonds and convertible preferred stock.

An S&P 500 fund excluding the energy sector, targeting investors looking to avoid energy-specific risks.

Seeks to provide investment results that correspond generally to the total return performance of the S&P Emerging BMI Index.

Seeks to provide investment results that correspond generally to the S&P 500 Scored & Screened Index, selecting S&P 500 companies that meet defined ESG criteria while maintaining sector weights similar to the parent index.

Designed to measure the performance of U.S. large-capitalization companies that exhibit low volatility.

Invests in U.S. municipal bonds that fund projects such as clean water systems, public transit, and education—delivering tax-free income while supporting community infrastructure.

Seeks long-term capital appreciation by investing in companies benefitting from blockchain and cryptocurrency adoption and in crypto exposures via ETFs and futures, while managing downside risk through an option-overlay hedge strategy.

Focuses on short-term Treasury bills, offering investors minimal credit risk and high liquidity.

The investment seeks to track the performance of the Standard & Poor‘s 500 Index that measures the investment return of large-capitalization stocks. The fund employs an indexing investment approach designed to track the performance of the Standard & Poor's 500 Index, a widely recognized benchmark of U.S. stock market performance that is dominated by the stocks of large U.S. companies. The advisor attempts to replicate the target index by investing all, or substantially all, of its assets in the stocks that make up the index, holding each stock in approximately the same proportion as its weighting in the index.

Seeks to provide investment results that correspond generally to the total return performance of the S&P BMI North American Natural Resources Index, covering U.S. and Canadian energy, metals & mining, and agriculture companies.

Targets U.S. companies with higher representation of women in senior leadership and governance roles. A portion of proceeds is donated to nonprofits advancing gender equity.

Seeks to provide investment results that correspond generally to the total return performance of the S&P Developed Ex-U.S. BMI Index.

Seeks to provide investment results that correspond generally to the total return performance of the S&P Semiconductor Select Industry Index.

The investment seeks to track the performance of the CRSP US Total Market Index that measures the investment return of the overall stock market. The fund employs an indexing investment approach designed to track the performance of the index, which represents approximately 100% of the investable U.S. stock market and includes large-, mid-, small-, and micro-cap stocks. It invests by sampling the index, meaning that it holds a broadly diversified collection of securities that, in the aggregate, approximates the full index in terms of key characteristics.

Diversified exposure to US aggregate bonds, suitable for investors seeking stable income.

The investment objective of SPDR Gold Trust is for the shares to reflect the performance of the price of gold bullion.

The investment seeks to track the performance of the FTSE High Dividend Yield Index that measures the investment return of common stocks of companies that are characterized by high dividend yield. The manager employs an indexing investment approach designed to track the performance of the index, which consists of common stocks of companies that pay dividends that generally are higher than average. The adviser attempts to replicate the target index by investing all, or substantially all, of the fund's assets in the stocks that make up the index, holding each stock in approximately the same proportion as its weighting in the index.