MyPlanIQ VG ETFS

VG ETFS

This Plan is unrated.
Investment Options
Total Available Funds: 47
Asset Class Ticker Description Rating
Others
Health VHT VHT
Corporate Bond VCLT VCLT
Natural Resources VAW VAW
INTERNATIONAL EQUITY
Foreign Large Blend VEA VEA
Foreign Large Blend VEU VEU
EUROPE STOCK VGK VGK
US EQUITY
LARGE VALUE VTV VTV
LARGE GROWTH VUG VUG
Small Growth VBK VBK
Total Available Funds: 47
Asset Class Ticker Description Rating
Others
Health VHT VHT
Corporate Bond VCLT VCLT
Natural Resources VAW VAW
Consumer Cyclical VCR VCR
Consumer Defensive VDC VDC
Equity Energy VDE VDE
Financial VFH VFH
Technology VGT VGT
Communications VOX VOX
Utilities VPU VPU
ROOT VIS VIS
Corporate Bond VCIT VCIT
INTERNATIONAL EQUITY
Foreign Large Blend VEA VEA
Foreign Large Blend VEU VEU
EUROPE STOCK VGK VGK
DIVERSIFIED PACIFIC/ASIA VPL VPL
Foreign Small/Mid Blend VSS VSS
Foreign Large Blend VXUS VXUS
US EQUITY
LARGE VALUE VTV VTV
LARGE GROWTH VUG VUG
Small Growth VBK VBK
SMALL VALUE VBR VBR
Mid-Cap Growth VOT VOT
LARGE GROWTH MGK MGK
SMALL BLEND VB VB
LARGE VALUE MGV MGV
MID-CAP VALUE VOE VOE
MID-CAP BLEND VXF VXF
LARGE VALUE VYM VYM
LARGE BLEND MGC MGC
LARGE BLEND VIG VIG
LARGE BLEND VV VV
LARGE BLEND VOO VOO
REAL ESTATE
Global Real Estate VNQI VNQI
FIXED INCOME
Intermediate-Term Bond BIV BIV
Intermediate-Term Bond BND BND
Short-Term Bond BSV BSV
Long-Term Bond BLV BLV
LONG GOVERNMENT EDV EDV
Intermediate-Term Bond VMBS VMBS
Short-Term Bond VCSH VCSH
LONG GOVERNMENT VGLT VGLT
SHORT GOVERNMENT VGSH VGSH
Intermediate Government VGIT VGIT
WORLD BOND BNDX BNDX
Inflation-Protected Bond VTIP VTIP
Emerging Markets Bond VWOB VWOB
Total Available Funds: 47
  • 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
Others
Health VHT VHT 92% 1 60 0 0.1% 1.93%
Corporate Bond VCLT VCLT 91% 1 60 0 0.04% 5.65%
Natural Resources VAW VAW 81% 1 60 0 0.1% 1.67%
Consumer Cyclical VCR VCR 81% 1 60 0 0.1% 0.8%
Consumer Defensive VDC VDC 81% 1 60 0 0.1% 2.17%
Equity Energy VDE VDE 80% 1 60 0 0.1% 3.41%
Financial VFH VFH 80% 1 60 0 0.1% 1.58%
Technology VGT VGT 80% 1 60 0 0.1% 0.5%
Communications VOX VOX 80% 1 60 0 0.1% 1.2%
Utilities VPU VPU 80% 1 60 0 0.1% 2.9%
ROOT VIS VIS 54% 1 60 0 0.1% 1.13%
Corporate Bond VCIT VCIT 36% 1 60 0 0.04% 4.83%
INTERNATIONAL EQUITY
Foreign Large Blend VEA VEA 97% 1 60 0 0.05% 3.38%
Foreign Large Blend VEU VEU 97% 1 60 0 0.08% 3.35%
EUROPE STOCK VGK VGK 95% 1 60 0 0.09% 3.23%
DIVERSIFIED PACIFIC/ASIA VPL VPL 43% 1 60 0 0.08% 4.07%
Foreign Small/Mid Blend VSS VSS 41% 1 60 0 0.07% 3.8%
Foreign Large Blend VXUS VXUS 29% 1 60 0 0.07% 3.41%
US EQUITY
LARGE VALUE VTV VTV 100% 1 60 0 0.05% 2.32%
LARGE GROWTH VUG VUG 99% 1 60 0 0.04% 0.48%
Small Growth VBK VBK 98% 1 60 0 0.07% 0.6%
SMALL VALUE VBR VBR 98% 1 60 0 0.06% 2.18%
Mid-Cap Growth VOT VOT 97% 1 60 0 0.19% 0.69%
LARGE GROWTH MGK MGK 96% 1 60 0 0.06% 0.41%
SMALL BLEND VB VB 96% 1 60 0 0.03% 1.53%
LARGE VALUE MGV MGV 94% 1 60 0 0.06% 2.36%
MID-CAP VALUE VOE VOE 94% 1 60 0 0.19% 2.28%
MID-CAP BLEND VXF VXF 94% 1 60 0 0.06% 1.32%
LARGE VALUE VYM VYM 94% 1 60 0 0.08% 2.73%
LARGE BLEND MGC MGC 93% 1 60 0 0.06% 1.13%
LARGE BLEND VIG VIG 93% 1 60 0 0.08% 1.75%
LARGE BLEND VV VV 92% 1 60 0 0.04% 1.25%
LARGE BLEND VOO VOO 21% 1 60 0 0.03% 1.31%
REAL ESTATE
Global Real Estate VNQI VNQI 34% 1 60 0 0.12% 4.9%
FIXED INCOME
Intermediate-Term Bond BIV BIV 99% 1 60 0 0.07% 4.2%
Intermediate-Term Bond BND BND 99% 1 60 0 0.15% 3.98%
Short-Term Bond BSV BSV 99% 1 60 0 0.07% 3.96%
Long-Term Bond BLV BLV 84% 1 60 0 0.04% 4.83%
LONG GOVERNMENT EDV EDV 83% 1 60 0 0.06% 4.91%
Intermediate-Term Bond VMBS VMBS 36% 1 60 0 0.04% 4.27%
Short-Term Bond VCSH VCSH 35% 1 60 0 0.04% 4.44%
LONG GOVERNMENT VGLT VGLT 22% 1 60 0 0.04% 4.58%
SHORT GOVERNMENT VGSH VGSH 21% 1 60 0 0.04% 3.88%
Intermediate Government VGIT VGIT 17% 1 60 0 0.04% 3.84%
WORLD BOND BNDX BNDX 5% 1 60 0 0.07% 4.36%
Inflation-Protected Bond VTIP VTIP 4% 1 60 0 0.04% 3.62%
Emerging Markets Bond VWOB VWOB 4% 1 60 0 0.2% 6.09%
Average Expense Ratio: 0.08%
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Model Portfolios

Strategic Asset Allocation - Optimal: Click here to see this strategy description
Optimal Weight & Regular Rebalance YTD**
Return		 1Yr
AR*		 3Yr
AR*		 5Yr
AR*		 10Yr
AR*		 15Yr
AR*
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Tactical Asset Allocation: Click here to see this strategy description
Dynamic Asset Switching YTD**
Return		 1Yr
AR*		 3Yr
AR*		 5Yr
AR*		 10Yr
AR*		 15Yr
AR*
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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*
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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.


Description
This plan consists of 47 funds, some of them are: EDV, BIV, VGIT, BLV, VGLT, VMBS.


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