Fact Sheets and Risk Score Reports are updated through 12/31/2024.  For Professional Use Only

Strategies available at ADHESION, AXOS, FULCRUM, FUSION, GOLDMAN SACHS, ORION, SCHWAB, SMART X

EQUITY ROTATION

Actively Managed; Multi-Cap U.S. Equity ETFs; Always Invested

DYNAMIC EQUITY

Tactical – Actively Managed; Multi-Cap U.S. Equity ETFs; Moves to Cash

EQUITY

Actively Managed; Large Cap U.S. Equity ETFs; Always Invested

TACTICAL EQUITY

Tactical – Actively Managed; Large Cap U.S. Equity ETFs; Moves to Cash

GROWTH

Actively Managed; Large Cap Growth U.S. Equity ETFs; Always Invested

GLOBAL FOCUS

Actively Managed; U.S., Global, and International Equity ETFs; Always Invested

INNOVATION

Actively Managed; Sector Equity ETFs; Aggressive / Thematic; Always Invested

INFLATION

Actively Managed; Sector Equity ETFs; Thematic; Always Invested

Q20

Actively Managed; Individual Nasdaq Stocks; Always Invested

XL20

Actively Managed; Individual Mega Cap Stocks; Always Invested

TACTICAL HIGH YIELD

Tactical – Actively Managed; High Yield Bond ETFs; Moves to Cash

TACTICAL BOND

Tactical – Actively Managed; High Yield, Em Mrkt, U.S. Treasury ETFs; Moves to Cash

Tactical vs. Passive Investing