ETF Models Profile Page
Mar 26, 2025
Asset Allocations
Portfolio holdings are subject to change, vary over time and should not be considered a recommendation to buy any individual security.
Resources
Investment Objective and Strategy
The Ocean Park Global Equity ETF Model (the “Model”) has two objectives, to provide total return and to limit exposure to downside risk.
The Model offers exposure to domestic, international and emerging market equity funds.
The Model is unconstrained and tactically allocates between equity asset classes and cash equivalents. Depending on market conditions, the Model can be fully invested in cash equivalents and/or short-term bond funds.