MyPlanIQ Major Brokerage Investor fberleur Simplified Vanguard ETFs

fberleur Simplified Vanguard ETFs

This Plan is unrated.
Investment Options
Total Available Funds: 51
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 DEM WisdomTree Emerging Markets Equity Inc
DIVERSIFIED EMERGING MKTS VWO Vanguard Emerging Markets Stock ETF
INTERNATIONAL EQUITY
Foreign Large Blend VEA Vanguard Europe Pacific ETF
Foreign Large Blend VEU Vanguard FTSE All-World ex-US ETF
EUROPE STOCK VGK Vanguard European ETF
COMMODITIES
Commodities Agriculture DBA PowerShares DB Agriculture
Commodities Industrial Metals DBB PowerShares DB Base Metals
Commodities Precious Metals DBP PowerShares DB Precious Metals
Total Available Funds: 51
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 DEM WisdomTree Emerging Markets Equity Inc
DIVERSIFIED EMERGING MKTS VWO Vanguard Emerging Markets Stock ETF
INTERNATIONAL EQUITY
Foreign Large Blend VEA Vanguard Europe Pacific ETF
Foreign Large Blend VEU Vanguard FTSE All-World ex-US ETF
EUROPE STOCK VGK Vanguard European ETF
DIVERSIFIED PACIFIC/ASIA VPL Vanguard Pacific Stock ETF
Foreign Large Blend VXUS Vanguard Total Intl Stock Idx ETF
FOREIGN SMALL/MID GROWTH VSS Vanguard FTSE All-Wld ex-US SmCp Idx ETF
COMMODITIES
Commodities Agriculture DBA PowerShares DB Agriculture
Commodities Industrial Metals DBB PowerShares DB Base Metals
Commodities Precious Metals DBP PowerShares DB Precious Metals
COMMODITIES BROAD BASKET DBC PowerShares DB Commodity Index Tracking
Commodities Precious Metals GLD SPDR Gold Shares
Commodities Precious Metals SLV iShares Silver Trust
Others
Health IBB iShares Nasdaq Biotechnology
Natural Resources VAW Vanguard Health Care ETF
Consumer Cyclical VCR Vanguard Consumer Discretionary ETF
Consumer Defensive VDC Vanguard Consumer Staples ETF
Equity Energy VDE Vanguard Energy ETF
Financial VFH Vanguard Financials ETF
Technology VGT Vanguard Utilities ETF
Health VHT Vanguard Health Care ETF
Communications VOX Vanguard Health Care ETF
Utilities VPU Vanguard Utilities ETF
Industrials VIS Vanguard Health Care ETF
Long/Short Equity ALFA AlphaClone Alternative Alpha ETF
Managed Futures WDTI WisdomTree Managed Futures
ROOT CASH CASH (Money Market)
US EQUITY
LARGE BLEND VTI Vanguard Total Stock Market ETF
SMALL BLEND VB Vanguard Small Cap ETF
LARGE VALUE VYM Vanguard High Dividend Yield Indx ETF
MID-CAP BLEND VXF Vanguard Extended Market Index ETF
MID-CAP BLEND TILT FlexShares Morningstar U.S. Market Factor Tilt Index Fund
LARGE BLEND GURU Global X Top Guru Holdings Index ETF
LARGE VALUE SYLD Cambria Shareholder Yield ETF
FIXED INCOME
Intermediate-Term Bond BIV Vanguard Intermediate-Term Bond ETF
Short-Term Bond BSV Vanguard Short-Term Bond ETF
Long-Term Bond BLV Vanguard Long-Term Bond Index ETF
LONG GOVERNMENT EDV Vanguard Extended Dur Trs Idx ETF
Short-Term Bond VCSH Vanguard Short-Term Corp Bd Idx ETF
Intermediate Government VGIT Vanguard Interm-Tm Govt Bd Idx ETF
Inflation-Protected Bond VTIP Vanguard Shrt-Term Infl-Prot Sec Idx ETF
WORLD BOND BNDX Vanguard Total Intl Bd Idx ETF
Foreign Goverment Bonds VWOB Vanguard Emerging Markets Government Bond ETF
SHORT GOVERNMENT VGSH Vanguard Short-Term Govt Bd Idx ETF
Intermediate-Term Bond VMBS Vanguard Mortgage-Backed Sec Idx ETF
LONG GOVERNMENT VGLT Vanguard Long-Term Govt Bd Idx ETF
Long-Term Bond VCLT Vanguard Long-Term Corp Bond Idx ETF
Intermediate-Term Bond VCIT Vanguard Interm-Tm Corp Bd Idx ETF
Total Available Funds: 51
  • 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 DEM WisdomTree Emerging Markets Equity Inc 99% 1 60 0 0.63% 5.4%
DIVERSIFIED EMERGING MKTS VWO Vanguard Emerging Markets Stock ETF 97% 1 60 0 0.08% 3.51%
INTERNATIONAL EQUITY
Foreign Large Blend VEA Vanguard Europe Pacific ETF 97% 1 60 0 0.05% 3.11%
Foreign Large Blend VEU Vanguard FTSE All-World ex-US ETF 97% 1 60 0 0.08% 3.27%
EUROPE STOCK VGK Vanguard European ETF 96% 1 60 0 0.09% 3.12%
DIVERSIFIED PACIFIC/ASIA VPL Vanguard Pacific Stock ETF 43% 1 60 0 0.08% 3.03%
Foreign Large Blend VXUS Vanguard Total Intl Stock Idx ETF 29% 1 60 0 0.07% 2.92%
FOREIGN SMALL/MID GROWTH VSS Vanguard FTSE All-Wld ex-US SmCp Idx ETF 0% 1 60 0 NA NA
COMMODITIES
Commodities Agriculture DBA PowerShares DB Agriculture 99% 1 60 0 0.85% 4.33%
Commodities Industrial Metals DBB PowerShares DB Base Metals 98% 1 60 0 0.75% 7.61%
Commodities Precious Metals DBP PowerShares DB Precious Metals 95% 1 60 0 0.75% 4.54%
COMMODITIES BROAD BASKET DBC PowerShares DB Commodity Index Tracking 94% 1 60 0 0.85% 4.95%
Commodities Precious Metals GLD SPDR Gold Shares 93% 1 60 0 0.4% 0%
Commodities Precious Metals SLV iShares Silver Trust 92% 1 60 0 0.5% 0%
Others
Health IBB iShares Nasdaq Biotechnology 94% 1 60 0 0.45% 0.25%
Natural Resources VAW Vanguard Health Care ETF 80% 1 60 0 0.1% 1.69%
Consumer Cyclical VCR Vanguard Consumer Discretionary ETF 80% 1 60 0 0.1% 0.81%
Consumer Defensive VDC Vanguard Consumer Staples ETF 80% 1 60 0 0.1% 2.55%
Equity Energy VDE Vanguard Energy ETF 80% 1 60 0 0.1% 2.43%
Financial VFH Vanguard Financials ETF 80% 1 60 0 0.1% 1.51%
Technology VGT Vanguard Utilities ETF 80% 1 60 0 0.1% 0.6%
Health VHT Vanguard Health Care ETF 80% 1 60 0 0.1% 1.03%
Communications VOX Vanguard Health Care ETF 80% 1 60 0 0.1% 0.95%
Utilities VPU Vanguard Utilities ETF 79% 1 60 0 0.1% 3.55%
Industrials VIS Vanguard Health Care ETF 54% 1 60 0 0.1% 1.28%
Long/Short Equity ALFA AlphaClone Alternative Alpha ETF 0% 1 60 0 0.65% 0%
Managed Futures WDTI WisdomTree Managed Futures 0% 1 60 0 0.96% 0%
ROOT CASH CASH (Money Market) 0% 1 60 0 NA 4.14%
US EQUITY
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%
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%
MID-CAP BLEND TILT FlexShares Morningstar U.S. Market Factor Tilt Index Fund 24% 1 60 0 0.25% 1.45%
LARGE BLEND GURU Global X Top Guru Holdings Index ETF 19% 1 60 0 0.75% 0.28%
LARGE VALUE SYLD Cambria Shareholder Yield ETF 1% 3 60 0 0.59% 2.09%
FIXED INCOME
Intermediate-Term Bond BIV Vanguard Intermediate-Term Bond ETF 99% 1 60 0 0.07% 3.22%
Short-Term Bond BSV Vanguard Short-Term Bond ETF 99% 1 60 0 0.07% 2.56%
Long-Term Bond BLV Vanguard Long-Term Bond Index ETF 84% 1 60 0 0.04% 4.3%
LONG GOVERNMENT EDV Vanguard Extended Dur Trs Idx ETF 83% 1 60 0 0.06% 3.81%
Short-Term Bond VCSH Vanguard Short-Term Corp Bd Idx ETF 36% 1 60 0 0.04% 3.02%
Intermediate Government VGIT Vanguard Interm-Tm Govt Bd Idx ETF 18% 1 60 0 0.04% 2.67%
Inflation-Protected Bond VTIP Vanguard Shrt-Term Infl-Prot Sec Idx ETF 4% 1 60 0 0.04% 4.32%
WORLD BOND BNDX Vanguard Total Intl Bd Idx ETF 4% 1 60 0 0.07% 2.06%
Foreign Goverment Bonds VWOB Vanguard Emerging Markets Government Bond ETF 4% 1 60 0 0.2% 5.46%
SHORT GOVERNMENT VGSH Vanguard Short-Term Govt Bd Idx ETF 0% 1 60 0 NA NA
Intermediate-Term Bond VMBS Vanguard Mortgage-Backed Sec Idx ETF 0% 1 60 0 NA NA
LONG GOVERNMENT VGLT Vanguard Long-Term Govt Bd Idx ETF 0% 1 60 0 NA NA
Long-Term Bond VCLT Vanguard Long-Term Corp Bond Idx ETF 0% 1 60 0 NA NA
Intermediate-Term Bond VCIT Vanguard Interm-Tm Corp Bd Idx ETF 0% 1 60 0 NA NA
Average Expense Ratio: 0.22%
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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*
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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
The plan consists of 52 funds. It covers 5 major asset classes and 36 minor asset classes. The major asset classes it covers are Fixed Income, US Equity, Foreign Equity, REITs and Emerging Market Equity.
The plan consists of 52 funds. It covers 5 major asset classes and 36 minor asset classes. The major asset classes it covers are Fixed Income, US Equity, Foreign Equity, REITs and Emerging Market Equity.

Added Morningstar US/Developed/EM Tilt Factor ETFs.

Notice since most Vanguard ETFs have short history, the performance data of the model portfolios are meaningful since 2003 (before that, most ETFs did not exist).



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