ETFs
Orca Core ETF Portfolios
Low-cost, rules-based ETF baskets rebalanced for you.
Holdings
8–14 ETFs
Rebalancing
Quarterly + drift
Tax-loss harvesting
Included
Liquidity
Daily
Overview
Curated baskets of broad-market and factor ETFs covering U.S., international and fixed income markets, automatically rebalanced and tax-loss harvested.
Key facts
- Holdings
- 8–14 ETFs
- Rebalancing
- Quarterly + drift
- Tax-loss harvesting
- Included
- Liquidity
- Daily
- Minimum
- $1,000
Growth of $10,000
Sample figures for illustration only.
Allocation
Sample figures for illustration only.
- U.S. equity45%
- International equity20%
- Bonds25%
- Real assets10%
Fees
Advisory fee
0.25%
Avg. fund expense
0.07%
Key risks
- Market risk
- Tracking error
- Interest rate risk on bond ETFs
Documents
Fact sheetOn request
ProspectusOn request
Annual reportOn request