MyPlanIQ xx All ETF test plan 1

xx All ETF test plan 1

This Plan is unrated.
Investment Options
Total Available Funds: 72
Asset Class Ticker Description Rating
Emerging Market
DIVERSIFIED EMERGING MKTS VWO VWO
DIVERSIFIED EMERGING MKTS BIK BIK
INTERNATIONAL EQUITY
Foreign Large Blend EFA EFA
Foreign Large Blend VEA VEA
Foreign Large Blend VEU VEU
Others
ROOT CASH CASH
US EQUITY
LARGE VALUE VTV VTV
LARGE BLEND SPY SPY
SMALL VALUE IWN IWN
Total Available Funds: 72
Asset Class Ticker Description Rating
Emerging Market
DIVERSIFIED EMERGING MKTS VWO VWO
DIVERSIFIED EMERGING MKTS BIK BIK
INTERNATIONAL EQUITY
Foreign Large Blend EFA EFA
Foreign Large Blend VEA VEA
Foreign Large Blend VEU VEU
EUROPE STOCK VGK VGK
WORLD STOCK VT VT
Foreign Small/Mid Blend SCZ SCZ
Foreign Large Value IDV IDV
DIVERSIFIED PACIFIC/ASIA VPL VPL
Foreign Small/Mid Blend VSS VSS
Foreign Large Blend VXUS VXUS
Others
ROOT CASH CASH
US EQUITY
LARGE VALUE VTV VTV
LARGE BLEND SPY SPY
SMALL VALUE IWN IWN
MID-CAP BLEND MDY MDY
SMALL BLEND IWM IWM
LARGE GROWTH VUG VUG
Small Growth IWO IWO
LARGE GROWTH IWF IWF
LARGE VALUE DIA DIA
Small Growth VBK VBK
LARGE VALUE IWD IWD
SMALL VALUE VBR VBR
Mid-Cap Growth VOT VOT
LARGE GROWTH MGK MGK
SMALL BLEND VB VB
LARGE BLEND RSP RSP
LARGE VALUE MGV MGV
MID-CAP VALUE VOE VOE
LARGE VALUE VYM VYM
LARGE BLEND MGC MGC
MID-CAP BLEND VXF VXF
LARGE BLEND VIG VIG
LARGE BLEND VV VV
LARGE BLEND VOO VOO
FIXED INCOME
Muni National Short PVI PVI
Intermediate-Term Bond AGG AGG
LONG GOVERNMENT IEF IEF
Intermediate-Term Bond BIV BIV
Intermediate-Term Bond BND BND
Intermediate Government AGZ AGZ
Short-Term Bond BSV BSV
Muni National Long MUB MUB
Intermediate Government IEI IEI
SHORT GOVERNMENT SHY SHY
WORLD BOND BWX BWX
WORLD BOND WIP WIP
High Yield Muni OIA OIA
Emerging Markets Bond PCY PCY
High Yield Bond HYG HYG
Emerging Markets Bond EMB EMB
High Yield Bond JNK JNK
LONG GOVERNMENT TLT TLT
Long-Term Bond VCLT VCLT
Long-Term Bond BLV BLV
LONG GOVERNMENT EDV EDV
LONG GOVERNMENT TLH TLH
Muni National Long PZA PZA
WORLD BOND BWZ BWZ
Short-Term Bond VCSH VCSH
Intermediate-Term Bond VCIT VCIT
Intermediate-Term Bond VMBS VMBS
High Yield Muni HYD HYD
Muni National Interm MUNI MUNI
LONG GOVERNMENT VGLT VGLT
SHORT GOVERNMENT VGSH VGSH
Intermediate Government VGIT VGIT
Inflation-Protected Bond VTIP VTIP
Intermediate Government ITE ITE
Intermediate-Term Bond CFT CFT
Total Available Funds: 72
  • 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 VWO VWO 97% 0 60 0 0.08% 3.51%
DIVERSIFIED EMERGING MKTS BIK BIK 0% 0 60 0 0.5% 0%
INTERNATIONAL EQUITY
Foreign Large Blend EFA EFA 100% 0 60 0 0.33% 2.9%
Foreign Large Blend VEA VEA 97% 0 60 0 0.05% 3.11%
Foreign Large Blend VEU VEU 97% 0 60 0 0.08% 3.27%
EUROPE STOCK VGK VGK 96% 0 60 0 0.09% 3.12%
WORLD STOCK VT VT 95% 0 60 0 0.07% 1.99%
Foreign Small/Mid Blend SCZ SCZ 95% 0 60 0 0.4% 2.99%
Foreign Large Value IDV IDV 92% 0 60 0 0.51% 6.63%
DIVERSIFIED PACIFIC/ASIA VPL VPL 43% 0 60 0 0.08% 3.03%
Foreign Small/Mid Blend VSS VSS 41% 0 60 0 0.07% 4.8%
Foreign Large Blend VXUS VXUS 29% 0 60 0 0.07% 2.92%
Others
ROOT CASH CASH 0% 0 60 0 NA 4.14%
US EQUITY
LARGE VALUE VTV VTV 100% 0 60 0 0.05% 2.35%
LARGE BLEND SPY SPY 100% 0 60 0 0.09% 1.3%
SMALL VALUE IWN IWN 100% 0 60 0 0.24% 2.07%
MID-CAP BLEND MDY MDY 100% 0 60 0 0.24% 1.16%
SMALL BLEND IWM IWM 99% 0 60 0 0.19% 1.33%
LARGE GROWTH VUG VUG 99% 0 60 0 0.04% 0.53%
Small Growth IWO IWO 99% 0 60 0 0.24% 0.7%
LARGE GROWTH IWF IWF 99% 0 60 0 0.19% 0.61%
LARGE VALUE DIA DIA 98% 0 60 0 0.16% 1.74%
Small Growth VBK VBK 98% 0 60 0 0.07% 0.64%
LARGE VALUE IWD IWD 98% 0 60 0 0.19% 1.95%
SMALL VALUE VBR VBR 98% 0 60 0 0.06% 2.08%
Mid-Cap Growth VOT VOT 97% 0 60 0 0.19% 0.68%
LARGE GROWTH MGK MGK 96% 0 60 0 0.06% 0.46%
SMALL BLEND VB VB 96% 0 60 0 0.03% 1.51%
LARGE BLEND RSP RSP 96% 0 60 0 0.2% 1.58%
LARGE VALUE MGV MGV 94% 0 60 0 0.06% 2.36%
MID-CAP VALUE VOE VOE 94% 0 60 0 0.19% 2.22%
LARGE VALUE VYM VYM 94% 0 60 0 0.08% 3.01%
LARGE BLEND MGC MGC 93% 0 60 0 0.06% 1.25%
MID-CAP BLEND VXF VXF 93% 0 60 0 0.06% 1.22%
LARGE BLEND VIG VIG 93% 0 60 0 0.08% 1.8%
LARGE BLEND VV VV 93% 0 60 0 0.04% 1.32%
LARGE BLEND VOO VOO 22% 0 60 0 0.03% 1.44%
FIXED INCOME
Muni National Short PVI PVI 100% 0 60 0 0.25% 3.49%
Intermediate-Term Bond AGG AGG 100% 0 60 0 0.03% 3.24%
LONG GOVERNMENT IEF IEF 100% 0 60 0 0.15% 3.01%
Intermediate-Term Bond BIV BIV 99% 0 60 0 0.07% 3.22%
Intermediate-Term Bond BND BND 99% 0 60 0 0.15% 3.19%
Intermediate Government AGZ AGZ 99% 0 60 0 0.2% 3.22%
Short-Term Bond BSV BSV 99% 0 60 0 0.07% 2.56%
Muni National Long MUB MUB 99% 0 60 0 0.05% 2.69%
Intermediate Government IEI IEI 98% 0 60 0 0.15% 2.48%
SHORT GOVERNMENT SHY SHY 98% 0 60 0 0.15% 3.11%
WORLD BOND BWX BWX 97% 0 60 0 0.35% 1.72%
WORLD BOND WIP WIP 95% 0 60 0 0.5% 6.4%
High Yield Muni OIA OIA 95% 0 60 0 NA 5.54%
Emerging Markets Bond PCY PCY 95% 0 60 0 0.5% 6.7%
High Yield Bond HYG HYG 94% 0 60 0 0.49% 5.79%
Emerging Markets Bond EMB EMB 94% 0 60 0 0.39% 4.84%
High Yield Bond JNK JNK 93% 0 60 0 0.4% 6.43%
LONG GOVERNMENT TLT TLT 91% 0 60 0 0.15% 3.59%
Long-Term Bond VCLT VCLT 91% 0 60 0 0.04% 4.62%
Long-Term Bond BLV BLV 84% 0 60 0 0.04% 4.3%
LONG GOVERNMENT EDV EDV 83% 0 60 0 0.06% 3.81%
LONG GOVERNMENT TLH TLH 78% 0 60 0 0.15% 4.02%
Muni National Long PZA PZA 74% 0 60 0 0.28% 2.98%
WORLD BOND BWZ BWZ 45% 0 60 0 0.35% 1.65%
Short-Term Bond VCSH VCSH 36% 0 60 0 0.04% 3.02%
Intermediate-Term Bond VCIT VCIT 35% 0 60 0 0.04% 3.69%
Intermediate-Term Bond VMBS VMBS 35% 0 60 0 0.04% 3.31%
High Yield Muni HYD HYD 27% 0 60 0 0.35% 4.12%
Muni National Interm MUNI MUNI 25% 0 60 0 0.35% 3.08%
LONG GOVERNMENT VGLT VGLT 22% 0 60 0 0.04% 3.29%
SHORT GOVERNMENT VGSH VGSH 21% 0 60 0 0.04% 3.15%
Intermediate Government VGIT VGIT 18% 0 60 0 0.04% 2.67%
Inflation-Protected Bond VTIP VTIP 4% 0 60 0 0.04% 4.32%
Intermediate Government ITE ITE 0% 0 60 0 0.14% 1.96%
Intermediate-Term Bond CFT CFT 0% 0 60 0 0.2% 0%
Average Expense Ratio: 0.16%
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Model Portfolios

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.


Description
This plan consists of 72 funds, some of them are: VWO, VGK, VT, VPL, VEA, VEU.
test private plan


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