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Q3 2023 Strategies Guide

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©2023 SEI 14 Strategy Families: Asset Allocation & Strategy Detail SEI Risk Expectation SEI Return Expectation Equity Fixed Income Alternative/Other SEI Strategic ETF Strategies Inv M gt C o s t : ≤0 .3 0 % E T F E xp R a t io : 0 .0 4 % 1.00% Government Fund (A A B X X ) 30.0 0% V anguard Tot al B ond M arket (B ND) 9.00% Schwab Short Term US Treasury (SCHO) 60.0 0% V anguard M ort gage B acked Securit ies ETF Strategic ETF Current Income Strategy Inv M gt C o s t : ≤0 .3 0 % E T F E xp R a t io : 0 .0 7 % 1.00% Government Fund (A A B X X ) 10.00% Deut sche X -trackers USD High Yield 5.00% V anEck V ect ors J.P. M o rgan EM Local 5.00% V anguard Emerging M arket s Government 64.0 0% V anguard Tot al B ond M arket (B ND) 15.00% V anguard Tot al Int ernational B ond ETF Strategic ETF Fixed Income Strategy Inv M gt C o s t : ≤0 .3 0 % E T F E xp R a t io : 0 .0 6 % 1.00% Government Fund (A A B X X ) 5.50% Deut sche X -trackers USD High Yield 2.75% V anEck V ect ors J.P. M organ EM Local 2.75% V anguard Emerging M arket s Government 5.00% Schwab U.S. Large- Cap Value ETF (SCHV ) 5.00% Schwab U.S. Large- Cap Growt h ETF 1.00% V anguard Small-Cap V alue (V B R) 1.00% V anguard Small-Cap Growth (V B K) 28.0 0% V anguard Tot al B ond M arket (B ND) 23.0 0% Schwab Short Term US Treasury (SCHO) 5.25% V anguard Short -Term Inf lat ion-Protect ed 5.75% iShares Core M SCI Int ernational 2.25% iShares Core M SCI Emerging M arkets 11.75% V anguard Tot al Int ernational B ond ETF Strategic ETF Conservative Growth & Income Strategy Inv M gt C o s t : ≤0 .3 0 % E T F E xp R a t io : 0 .0 6 % 1.00% Government Fund (A A B X X ) 6.00% Deut sche X -trackers USD High Yield 3.00% V anEck V ect ors J.P. M organ EM Local 3.00% V anguard Emerging M arket s Government 12.00% Schwab U.S. Large- Cap Value ETF (SCHV ) 12.00% Schwab U.S. Large- Cap Growt h ETF 2.00% V anguard Small-Cap V alue (V B R) 2.00% V anguard Small-Cap Growth (V B K) 38.0 0% V anguard Tot al B ond M arket (B ND) 8.00% iShares Core M SCI Int ernational 4.00% iShares Core M SCI Emerging M arkets 9.00% V anguard Tot al Int ernational B ond ETF Strategic ETF Moderate Growth & Income Strategy Inv M gt C o s t : ≤0 .3 0 % E T F E xp R a t io : 0 .0 6 % 1.00% Government Fund (A A B X X ) 4.00% Deut sche X -trackers USD High Yield 2.00% V anEck V ect ors J.P. M organ EM Local 2.00% V anguard Emerging M arket s Government 18.00% Schwab U.S. Large- Cap Value ETF (SCHV ) 18.00% Schwab U.S. Large- Cap Growt h ETF 3.00% V anguard Small-Cap V alue (V B R) 3.00% V anguard Small-Cap Growth (V B K) 25.00% V anguard Tot al B ond M arket (B ND) 12.00% iShares Core M SCI Int ernational 6.00% iShares Core M SCI Emerging M arkets 6.00% V anguard Tot al Int ernational B ond ETF Strategic ETF Growth & Income Strategy Inv M gt C o s t : ≤0 .3 0 % E T F E xp R a t io : 0 .0 6 % 1.00% Government Fund (A A B X X ) 2.00% Deut sche X -trackers USD High Yield 1.00% V anEck V ect ors J.P. M o rgan EM Local 1.00% V anguard Emerging M arket s Government 24.0 0% Schwab U.S. Large- Cap Value ETF (SCHV ) 24.0 0% Schwab U.S. Large- Cap Growt h ETF 4.00% V anguard Small-Cap V alue (V B R) 4.00% V anguard Small-Cap Growth (V B K) 12.00% V anguard Tot al B ond M arket (B ND) 16.00% iShares Core M SCI Int ernational 8.00% iShares Core M SCI Emerging M arkets 3.00% V anguard Tot al Int ernational B ond ETF Strategic ETF Capital Growth Strategy Inv M gt C o s t : ≤0 .3 0 % E T F E xp R a t io : 0 .0 5 % 1.00% Government Fund (A A B X X ) 29.0 0% Schwab U.S. Large- Cap Value ETF (SCHV ) 30.0 0% Schwab U.S. Large- Cap Growt h ETF 5.00% V anguard Small-Cap V alue (V B R) 5.00% V anguard Small-Cap Growth (V B K) 20.0 0% iShares Core M SCI Int ernational 10.00% iShares Core M SCI Emerging M arkets Strategic ETF Equity Strategy

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