Six of us managed a virtual $500,000 fund for ten weeks on the Wharton WInS platform. The client brief: grow the fund for a community nonprofit toward $1.5M by 2036 while paying out $10,000 a year from 2029. This is where we finished.
| Ticker | Holding | Sector | Value | Weight | Why we held it |
|---|---|---|---|---|---|
| ESGV | Vanguard ESG U.S. Stock ETF · ETF | Broad U.S. market | $101,791 | 20.2% | Low-cost, values-aligned core. Broad U.S. exposure filtered on environmental and governance standards. |
| JPM | JPMorgan Chase & Co. · Stock | Financials | $78,760 | 15.6% | Our long-term anchor. Strong balance sheet, steady dividend (about 1.97%) and a growing sustainable-finance push. |
| OXY | Occidental Petroleum · Stock | Energy | $42,430 | 8.4% | Energy resilience. Durable demand and cyclical pricing in U.S. oil. |
| FSLR | First Solar · Stock | Clean energy | $25,761 | 5.1% | Clean-energy growth that matched the client's community values. |
| XOM | Exxon Mobil · Stock | Energy | $11,654 | 2.3% | Balanced our renewable exposure and made us weigh geopolitics and energy cycles. |
| COP | ConocoPhillips · Stock | Energy | $9,369 | 1.9% | Rounded out the energy sleeve as a hedge on how fast the transition to renewables happens. |
| CASH | Cash | Liquidity | $235,121 | 46.6% | Kept ready for the client's yearly $10,000 withdrawals. |
| Total | $504,887 | 100% | |||
Figures from our final report. Virtual money on the Wharton WInS platform, not real investments.