MyPlanIQ ANONYMOUS_Scott Burn`s AssetBuilder Model Portfolios ETF Plan

ANONYMOUS_Scott Burn`s AssetBuilder Model Portfolios ETF Plan

Waiting for approval. Once it is approved for public use, the portfolio customization will be available.
Tips: Only the pre-defined plans, like 401K, 403B and 529, will get approval. For expert users, they may create any kind of plans for their own use.

Investment Menu Rating:

Investment Options
Total Available Funds: 14
Asset Class Ticker Description Rating
Emerging Market
DIVERSIFIED EMERGING MKTS VEIEX VEIEX
DIVERSIFIED EMERGING MKTS DEM WisdomTree Emerging Markets Equity Inc
DIVERSIFIED EMERGING MKTS VWO Vanguard Emerging Markets Stock ETF
INTERNATIONAL EQUITY
Foreign Large Value EFV iShares MSCI EAFE Value Index
Foreign Small/Mid Value DLS WisdomTree International SmallCap Div
REAL ESTATE
REAL ESTATE VNQ Vanguard REIT ETF
US EQUITY
LARGE VALUE VTV Vanguard Value ETF
SMALL VALUE VBR Vanguard Small Cap Value ETF
LARGE BLEND VFINX VFINX
Total Available Funds: 14
Asset Class Ticker Description Rating
Emerging Market
DIVERSIFIED EMERGING MKTS VEIEX VEIEX
DIVERSIFIED EMERGING MKTS DEM WisdomTree Emerging Markets Equity Inc
DIVERSIFIED EMERGING MKTS VWO Vanguard Emerging Markets Stock ETF
INTERNATIONAL EQUITY
Foreign Large Value EFV iShares MSCI EAFE Value Index
Foreign Small/Mid Value DLS WisdomTree International SmallCap Div
REAL ESTATE
REAL ESTATE VNQ Vanguard REIT ETF
US EQUITY
LARGE VALUE VTV Vanguard Value ETF
SMALL VALUE VBR Vanguard Small Cap Value ETF
LARGE BLEND VFINX VFINX
LARGE BLEND VTI Vanguard Total Stock Market ETF
FIXED INCOME
Intermediate-Term Bond VBMFX VBMFX
Short-Term Bond BSV Vanguard Short-Term Bond ETF
WORLD BOND BWX SPDR Barclays Capital Intl Treasury Bond
COMMODITIES
COMMODITIES BROAD BASKET DBC PowerShares DB Commodity Index Tracking
Total Available Funds: 14
  • 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
Emerging Market
DIVERSIFIED EMERGING MKTS VEIEX VEIEX 99% 3 60 0 0.08% 2.88%
DIVERSIFIED EMERGING MKTS DEM WisdomTree Emerging Markets Equity Inc 99% 0 60 0 0.63% 4.74%
DIVERSIFIED EMERGING MKTS VWO Vanguard Emerging Markets Stock ETF 97% 0 60 0 0.08% 3.05%
INTERNATIONAL EQUITY
Foreign Large Value EFV iShares MSCI EAFE Value Index 99% 0 60 0 0.34% 4.68%
Foreign Small/Mid Value DLS WisdomTree International SmallCap Div 93% 0 60 0 0.58% 4.15%
REAL ESTATE
REAL ESTATE VNQ Vanguard REIT ETF 95% 0 60 0 0.12% 3.9%
US EQUITY
LARGE VALUE VTV Vanguard Value ETF 100% 0 60 0 0.05% 2.32%
SMALL VALUE VBR Vanguard Small Cap Value ETF 98% 0 60 0 0.06% 2.18%
LARGE BLEND VFINX VFINX 97% 3 60 0 0.14% 1.19%
LARGE BLEND VTI Vanguard Total Stock Market ETF 96% 0 60 0 0.03% 1.3%
FIXED INCOME
Intermediate-Term Bond VBMFX VBMFX 100% 3 60 0 0.15% 3.9%
Short-Term Bond BSV Vanguard Short-Term Bond ETF 99% 0 60 0 0.07% 3.96%
WORLD BOND BWX SPDR Barclays Capital Intl Treasury Bond 98% 0 60 0 0.35% 2.25%
COMMODITIES
COMMODITIES BROAD BASKET DBC PowerShares DB Commodity Index Tracking 94% 0 60 0 0.85% 3.54%
Average Expense Ratio: 0.25%
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