Performance
Impact · Doughnut view
Holdings
| Holding | Role | Weight | Year, net |
|---|---|---|---|
| Core portfolio · 80% | |||
| Values-screened equity indexDirect indexed, tax losses harvested: $18,400 | Growth engine | 56% | +13.1% |
| Sustainable bond portfolioGreen, social & sustainability-linked | Stability & income | 24% | +5.6% |
| Regenerative equity portfolio · 10% | |||
| Ecotrust Forest ManagementWorking forests, Pacific NW | Real assets | 2.0% | +1.8% |
| Farmland LPOrganic conversion farmland | Real assets | 1.5% | +2.9% |
| Apis & Heritage Legacy Fund IIEmployee-ownership buyouts | Private equity | 1.5% | −1.2% |
| Iroquois Valley REIT equityOrganic farmland | Real assets | 1.5% | +5.4% |
| Sunwealth solar equityCommunity solar portfolios | Infrastructure | 1.5% | +7.1% |
| Dirt Capital PartnersFarm ownership transitions | Real assets | 1.0% | +3.5% |
| Trailhead CapitalRegenerative ag & food venture | Venture | 1.0% | 0.0% |
| Regenerative debt portfolio · 10% | |||
| Calvert Impact notes, laddered1 yr rung matured & reinvested | Income ladder | 2.0% | +4.6% |
| Mad Capital Perennial Fund IIRegenerative farm credit | Yield anchor | 2.0% | +7.8% |
| Iroquois Valley notesFarm mortgage capital | Income | 1.5% | +4.1% |
| Sunwealth solar notesQuarterly amortizing | Cash flow | 1.5% | +6.2% |
| CNote FlagshipCDFI small-business pool | Ladder | 1.0% | +3.6% |
| Self-Help CU certificatesNCUA-insured | Protected floor | 1.0% | +4.3% |
| Shared Capital CooperativeCo-op economy lending | Income | 1.0% | +3.9% |
Illustrative sample only. All figures on this page are hypothetical, shown to demonstrate the format and content of an annual review. They do not represent actual client performance, actual vehicle performance, or a projection of future results. Vehicles named are examples of the categories under consideration; no recommendation or determination of suitability is made. Renew Wealth Management is not currently registered as an investment adviser. All investing involves risk, including loss of principal; private investments are illiquid and may lose value. Impact figures shown are a format illustration of sponsor-verified, pro-rata reporting, not actual reported outcomes.