MyPlanIQ Major Brokerage Investor Vanguard Liquid ETFs

Vanguard Liquid ETFs

This Plan is unrated.
Investment Options
Total Available Funds: 24
Asset Class Ticker Description Rating
REAL ESTATE
REAL ESTATE VNQ Vanguard REIT Index ETF
Global Real Estate VNQI Vanguard Global ex-US Real Estate ETF
Emerging Market
DIVERSIFIED EMERGING MKTS VWO Vanguard MSCI Emerging Markets ETF
INTERNATIONAL EQUITY
Foreign Large Blend VEA Vanguard MSCI EAFE ETF
FIXED INCOME
Intermediate-Term Bond BIV Vanguard Intermediate-Term Bond ETF
Intermediate-Term Bond BND Vanguard Total Bond Market ETF
Short-Term Bond BSV Vanguard Short-Term Bond ETF
US EQUITY
LARGE VALUE VTV Vanguard Value ETF
LARGE GROWTH VUG Vanguard Growth ETF
Small Growth VBK Vanguard Small Cap Growth ETF
Total Available Funds: 24
Asset Class Ticker Description Rating
REAL ESTATE
REAL ESTATE VNQ Vanguard REIT Index ETF
Global Real Estate VNQI Vanguard Global ex-US Real Estate ETF
Emerging Market
DIVERSIFIED EMERGING MKTS VWO Vanguard MSCI Emerging Markets ETF
INTERNATIONAL EQUITY
Foreign Large Blend VEA Vanguard MSCI EAFE ETF
FIXED INCOME
Intermediate-Term Bond BIV Vanguard Intermediate-Term Bond ETF
Intermediate-Term Bond BND Vanguard Total Bond Market ETF
Short-Term Bond BSV Vanguard Short-Term Bond ETF
Short-Term Bond VCSH Vanguard Short-Term Corp Bd Idx ETF
Intermediate-Term Bond VCIT Vanguard Interm-Tm Corp Bd Idx ETF
Intermediate-Term Bond VMBS Vanguard Mortgage-Backed Sec Idx ETF
Inflation-Protected Bond VTIP Vanguard Shrt-Term Infl-Prot Sec Idx ETF
US EQUITY
LARGE VALUE VTV Vanguard Value ETF
LARGE GROWTH VUG Vanguard Growth ETF
Small Growth VBK Vanguard Small Cap Growth ETF
SMALL VALUE VBR Vanguard Small Cap Value ETF
LARGE BLEND VTI Vanguard Total Stock Market ETF
SMALL BLEND VB Vanguard Small Cap ETF
MID-CAP VALUE VOE Vanguard Mid-Cap Value ETF
LARGE VALUE VYM Vanguard High Dividend Yield Indx ETF
MID-CAP BLEND VXF Vanguard Extended Market Index ETF
LARGE BLEND VIG Vanguard Dividend Appreciation ETF
LARGE BLEND VV Vanguard Large Cap ETF
LARGE BLEND VOO Vanguard S&P 500 ETF
MID-CAP BLEND VO Vanguard Mid-Cap ETF
Total Available Funds: 24
  • R*: Redemption (Minimum months to hold).
  • RT: Round Trip (number of times allowed to buy/sell in trailing 12 months).
  • WP: Waiting Period (minimum months to wait before buy again).
  • M*:Mark (p: proxy, n: not used).
Asset Class Ticker Description Rating R* RT WP Expense Yield
REAL ESTATE
REAL ESTATE VNQ Vanguard REIT Index ETF 95% 1 60 0 0.12% 4.08%
Global Real Estate VNQI Vanguard Global ex-US Real Estate ETF 34% 1 60 0 0.12% 0.56%
Emerging Market
DIVERSIFIED EMERGING MKTS VWO Vanguard MSCI Emerging Markets ETF 97% 1 60 0 0.08% 3.51%
INTERNATIONAL EQUITY
Foreign Large Blend VEA Vanguard MSCI EAFE ETF 97% 1 60 0 0.05% 3.11%
FIXED INCOME
Intermediate-Term Bond BIV Vanguard Intermediate-Term Bond ETF 99% 1 60 0 0.07% 3.22%
Intermediate-Term Bond BND Vanguard Total Bond Market ETF 99% 1 60 0 0.15% 3.19%
Short-Term Bond BSV Vanguard Short-Term Bond ETF 99% 1 60 0 0.07% 2.56%
Short-Term Bond VCSH Vanguard Short-Term Corp Bd Idx ETF 36% 1 60 0 0.04% 3.02%
Intermediate-Term Bond VCIT Vanguard Interm-Tm Corp Bd Idx ETF 35% 1 60 0 0.04% 3.69%
Intermediate-Term Bond VMBS Vanguard Mortgage-Backed Sec Idx ETF 35% 1 60 0 0.04% 3.31%
Inflation-Protected Bond VTIP Vanguard Shrt-Term Infl-Prot Sec Idx ETF 4% 1 60 0 0.04% 4.32%
US EQUITY
LARGE VALUE VTV Vanguard Value ETF 100% 1 60 0 0.05% 2.35%
LARGE GROWTH VUG Vanguard Growth ETF 99% 1 60 0 0.04% 0.53%
Small Growth VBK Vanguard Small Cap Growth ETF 98% 1 60 0 0.07% 0.64%
SMALL VALUE VBR Vanguard Small Cap Value ETF 98% 1 60 0 0.06% 2.08%
LARGE BLEND VTI Vanguard Total Stock Market ETF 96% 1 60 0 0.03% 1.35%
SMALL BLEND VB Vanguard Small Cap ETF 96% 1 60 0 0.03% 1.51%
MID-CAP VALUE VOE Vanguard Mid-Cap Value ETF 94% 1 60 0 0.19% 2.22%
LARGE VALUE VYM Vanguard High Dividend Yield Indx ETF 94% 1 60 0 0.08% 3.01%
MID-CAP BLEND VXF Vanguard Extended Market Index ETF 93% 1 60 0 0.06% 1.22%
LARGE BLEND VIG Vanguard Dividend Appreciation ETF 93% 1 60 0 0.08% 1.8%
LARGE BLEND VV Vanguard Large Cap ETF 93% 1 60 0 0.04% 1.32%
LARGE BLEND VOO Vanguard S&P 500 ETF 22% 1 60 0 0.03% 1.44%
MID-CAP BLEND VO Vanguard Mid-Cap ETF 6% 1 60 0 0.04% 1.47%
Average Expense Ratio: 0.07%
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Model Portfolios
Strategic Asset Allocation - Equal Weight: Click here to see this strategy description
Equal Weight & Regular Rebalance YTD**
Return		 1Yr
AR*		 3Yr
AR*		 5Yr
AR*		 10Yr
AR*		 15Yr
AR*
Click for Portfolio Details or Follow 0.5% 7.0% 1.0% 4.5% 4.5% 7.1%

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Asset Allocation Composite: Click here to see this strategy description
Strategic Asset Allocation with Dynamic Risk Adjustment YTD**
Return		 1Yr
AR*		 3Yr
AR*		 5Yr
AR*		 10Yr
AR*		 15Yr
AR*
Click to Create Model Portfolio

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*     AR: Annualized Return
**   YTD: Year to Date (not annualized)
*** The above portfolios are of moderate risk, which means that more than 40% of assets are in fixed income funds.


Other Related Portfolios YTD**
Return		 1Yr
AR*		 3Yr
AR*		 5Yr
AR*		 10Yr
AR*
Vanguard Liquid ETFs Tactical Asset Allocation Most Aggressive -0.8% 13.4% -0.5% 5.8% 3.0%
Description
The plan consists of 26 funds. It covers 5 major asset classes and 17 minor asset classes. The major asset classes it covers are Fixed Income, US Equity, Foreign Equity, REITs and Emerging Market Equity.

This plan uses only liquid Vanguard ETFs. Furthermore, some of redundant ETFs are removed. 



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