A prospectus is a legal document filed with the Securities and Exchange Commission (SEC), which provides information about an investment. The SEC requires a prospectus for each investment available to the public (stocks, bonds, securities, etc.), so that prospective investors may make an informed decision.
All of our Exchange Traded Funds (ETFs) have a prospectus. You can view them anytime via the links below.
Core Portfolios May Contain the Following ETFs:
(symbol: IJH) |
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(symbol: IJR) |
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(symbol: IXUS) |
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(symbol: VOO) |
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(symbol: AGG) |
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(symbol: ISTB) |
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(symbol: BIL) |
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(symbol: GBIL) |
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(symbol: ICSH) |
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(symbol: JPST) |
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(symbol: SHV) |
ESG Portfolios May Contain the Following ETFs:
(symbol: ESGU) |
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(symbol: EAGG) |
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(symbol: ESGE) |
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(symbol: ESML) |
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(symbol: SUSB) |
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(symbol: ESGD) |
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(symbol: SHY) |
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(symbol: SUSA) |
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(symbol: GOVT) |
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(symbol: MBB) |
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(symbol: SUSC)
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(symbol: BITO) |
*as of May 3, 2021
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