Universe v1.5
Frozen Option Universe
The public round universe contains cash, Treasury bills, broad equity, factors, sectors, bonds, credit, international equity, commodities, and AI or technology themes.
| AGGREGATE_BONDS | US Aggregate Bond Market | AGG | bond | bonds_and_rates | medium |
| BROAD_COMMODITIES | Broad Commodities | PDBC | commodity | commodities | high |
| CASH | Cash / Do Not Invest | cash | cash | cash | |
| CHINA | China Equities | MCHI | equity | international_equity | very_high |
| COMMUNICATIONS | Communication Services Sector | XLC | equity | us_sector | high |
| CONSUMER_DISCRETIONARY | Consumer Discretionary Sector | XLY | equity | us_sector | high |
| CONSUMER_STAPLES | Consumer Staples Sector | XLP | equity | us_sector | medium |
| DEVELOPED_EX_US | Developed Markets ex-US | VEA | equity | international_equity | high |
| DIVIDEND | US Dividend Equities | SCHD | equity | us_factor_equity | medium |
| EMERGING_MARKETS | Emerging Markets | VWO | equity | international_equity | very_high |
| ENERGY | Energy Sector | XLE | equity | us_sector | high |
| EUROPE | Europe Equities | VGK | equity | international_equity | high |
| FINANCIALS | Financials Sector | XLF | equity | us_sector | high |
| GOLD | Gold | IAU | commodity | commodities | medium |
| HEALTHCARE | Healthcare Sector | XLV | equity | us_sector | medium |
| HIGH_YIELD_CREDIT | High Yield Corporate Bonds | HYG | bond | credit | high |
| INDIA | India Equities | INDA | equity | international_equity | very_high |
| INDUSTRIALS | Industrials Sector | XLI | equity | us_sector | medium |
| INTERMEDIATE_TREASURY | Intermediate-Term US Treasury Bonds | IEF | bond | bonds_and_rates | medium |
| INVESTMENT_GRADE_CREDIT | Investment Grade Corporate Bonds | LQD | bond | credit | medium |
| JAPAN | Japan Equities | EWJ | equity | international_equity | high |
| LARGE_GROWTH | US Large-Cap Growth | IWF | equity | us_style_factor | high |
| LARGE_VALUE | US Large-Cap Value | IWD | equity | us_style_factor | medium |
| LONG_TREASURY | Long-Term US Treasury Bonds | TLT | bond | bonds_and_rates | high |
| LOW_VOL | US Low Volatility Equities | SPLV | equity | us_factor_equity | medium |
| MATERIALS | Materials Sector | XLB | equity | us_sector | medium |
| MID_CAP | US Mid-Cap Stocks | IJH | equity | us_size_factor | high |
| MOMENTUM | US Momentum Equities | MTUM | equity | us_factor_equity | high |
| NASDAQ100 | Nasdaq 100 | QQQ | equity | us_growth_and_technology | high |
| REAL_ESTATE | Real Estate Sector | XLRE | equity | us_sector | high |
| SEMICONDUCTORS | Semiconductors | SMH | equity | ai_and_technology | very_high |
| SHORT_TREASURY | Short-Term Treasury Bills | BIL | cash_like | cash_and_short_duration | low |
| SMALL_CAP | US Small-Cap Stocks | IWM | equity | us_size_factor | high |
| SMALL_VALUE | US Small-Cap Value | IWN | equity | us_style_factor | high |
| SOFTWARE | Software | IGV | equity | ai_and_technology | high |
| SP500 | S&P 500 | SPY | equity | us_broad_market | medium |
| TECHNOLOGY | Technology Sector | XLK | equity | us_sector | high |
| TIPS | Treasury Inflation-Protected Securities | TIP | bond | bonds_and_rates | medium |
| TOTAL_US_MARKET | Total US Stock Market | VTI | equity | us_broad_market | medium |
| UTILITIES | Utilities Sector | XLU | equity | us_sector | medium |