MyPlanIQ Major Brokerage Investor dquintysr MyPlanIQ Diversified Core Allocation ETF Plan

dquintysr MyPlanIQ Diversified Core Allocation ETF Plan

This Plan is unrated.
Investment Options
Total Available Funds: 69
Asset Class Ticker Description Rating
REAL ESTATE
REAL ESTATE IYR Iyr
REAL ESTATE VNQ Vanguard REIT ETF,VNQ
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 ETF,VWO
DIVERSIFIED EMERGING MKTS EEM Eem
INTERNATIONAL EQUITY
JAPAN STOCK MJFOX Mjfox
Foreign Large Blend EFA iShares MSCI EAFE Index Fund (ETF),EFA
Foreign Large Value EFV iShares MSCI EAFE Value Index (ETF),EFV
Total Available Funds: 69
Asset Class Ticker Description Rating
REAL ESTATE
REAL ESTATE IYR Iyr
REAL ESTATE VNQ Vanguard REIT ETF,VNQ
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 ETF,VWO
DIVERSIFIED EMERGING MKTS EEM Eem
INTERNATIONAL EQUITY
JAPAN STOCK MJFOX Mjfox
Foreign Large Blend EFA iShares MSCI EAFE Index Fund (ETF),EFA
Foreign Large Value EFV iShares MSCI EAFE Value Index (ETF),EFV
Foreign Large Blend VEA Vanguard Europe Pacific ETF,VEA
Foreign Large Growth EFG iShares MSCI EAFE Growth Index (ETF),EFG
Foreign Small/Mid Value SCZ iShares Trust iShares MSCI EAFE Small Cap Index Fund ETF,SCZ
JAPAN STOCK DXJ Dxj
Foreign Large Blend OAKIX Oakix
Others
Conservative Allocation PRPFX Prpfx
World Allocation SGIIX Sgiix
Market Neutral CMNIX Cmnix
Nontraditional Bond JSOSX Jsosx
World Allocation MALOX Malox
Market Neutral ARBNX Arbnx
Conservative Allocation DIFIX Difix
World Allocation PAUPX Paupx
ROOT CASH Money Market
COMMODITIES
Commodities Precious Metals IAU iShares Gold Trust
COMMODITIES BROAD BASKET DBC PowerShares DB Com Indx Trckng Fund(ETF),DBC
FIXED INCOME
Intermediate Government IEI iShares Lehman 3-7 Yr Treasury Bond(ETF),IEI
Multisector Bond PONDX Pondx
Inflation-Protected Bond STPZ PIMCO 1-5 Year US TIPS Index ETF
SHORT GOVERNMENT SHY iShares Lehman 1-3 Year Treas.Bond (ETF),SHY
Short-Term Bond VCSH Vanguard Short-Term Corp Bd Idx ETF
LONG GOVERNMENT TLH Tlh
WORLD BOND WIP SPDR DB Int
LONG GOVERNMENT IEF iShares Lehman 7-10 Yr Treas. Bond (ETF),IEF
Inflation-Protected Bond LTPZ PIMCO 15 Year US TIPS Index ETF
Long-Term Bond LQD iShares IBoxx $ Invest Grade Corp Bd Fd,LQD
High Yield Bond IVHIX Ivhix
Inflation-Protected Bond TIP iShares Barclays TIPS Bond Fund (ETF),TIP
Emerging Markets Bond EMB iShares JPMorgan USD Emer Mkt Bnd Fd ETF,EMB
Intermediate-Term Bond BND Vanguard Total Bond Market ETF,BND
Emerging Markets Bond PCY Pcy
LONG GOVERNMENT TLT Tlt
High Yield Bond HYG iShares iBoxx $ High Yid Corp Bond (ETF),HYG
Intermediate-Term Bond DBLTX Dbltx
Emerging Markets Bond TGEIX Tgeix
Intermediate-Term Bond VMBS Vanguard Mortgage-Backed Sec Idx ETF
Intermediate-Term Bond MBB mbb
Short-Term Bond BSV Vanguard Short-Term Bond ETF
Long-Term Bond PGF Pgf
WORLD BOND BWX SPDR Barclays Capital Intl Tresy Bd ETF,BWX
Intermediate-Term Bond CIU iShares Barclays Inter Crd Bd Fund ETF),CIU
Short-Term Bond CSJ iShares Barclays 1-3 Year Cred Bd Fd ETF,CSJ
US EQUITY
LARGE GROWTH QQQ PowerShares QQQ Trust, Series 1 (ETF),QQQQ
LARGE BLEND OAKMX Oakmx
LARGE GROWTH VUG Vanguard Growth (ETF),VUG
LARGE VALUE VTV Vanguard Value ETF,VTV
SMALL VALUE VBR Vanguard Small-Cap Value ETF,VBR
Mid-Cap Growth VOT Vanguard Mid-Cap Growth ETF
LARGE VALUE VYM Vanguard High Dividend Yield Indx ETF
SMALL BLEND VB Vanguard Small-Cap ETF,VB
Small Growth VBK Vanguard Small-Cap Growth ETF,VBK
LARGE BLEND VTI Vanguard Total Stock Market ETF,VTI
LARGE BLEND VIG Vanguard Dividend Appreciation ETF
MID-CAP VALUE VOE Vanguard Mid-Cap Value ETF
LARGE VALUE DVY iShares Dow Jones Select Dividend (ETF),DVY
LARGE VALUE USMV Usmv
LARGE VALUE SPLV PowerShares S&P 500 Low Volatility
LARGE VALUE FVD First Trust Value Line Dividend Index
LARGE BLEND GCIEX Gciex
MID-CAP BLEND VO Vanguard Mid-Cap ETF,VO
Total Available Funds: 69
  • 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 IYR Iyr 100% 1 60 0 0.4% 2.84%
REAL ESTATE VNQ Vanguard REIT ETF,VNQ 95% 1 60 0 0.12% 4.08%
Global Real Estate VNQI Vanguard Global ex-US Real Estate ETF 15% 1 60 0 0.12% 0.56%
Emerging Market
DIVERSIFIED EMERGING MKTS DEM WisdomTree Emerging Markets Equity Inc 94% 1 60 0 0.63% 5.4%
DIVERSIFIED EMERGING MKTS VWO Vanguard Emerging Markets ETF,VWO 64% 1 60 0 0.08% 3.51%
DIVERSIFIED EMERGING MKTS EEM Eem 46% 1 60 0 0.7% 2.63%
INTERNATIONAL EQUITY
JAPAN STOCK MJFOX Mjfox 73% 1 60 0 0.95% 0%
Foreign Large Blend EFA iShares MSCI EAFE Index Fund (ETF),EFA 71% 1 60 0 0.33% 2.9%
Foreign Large Value EFV iShares MSCI EAFE Value Index (ETF),EFV 65% 1 60 0 0.34% 4.37%
Foreign Large Blend VEA Vanguard Europe Pacific ETF,VEA 61% 1 60 0 0.05% 3.11%
Foreign Large Growth EFG iShares MSCI EAFE Growth Index (ETF),EFG 57% 1 60 0 0.36% 1.55%
Foreign Small/Mid Value SCZ iShares Trust iShares MSCI EAFE Small Cap Index Fund ETF,SCZ 22% 1 60 0 0.4% 2.99%
JAPAN STOCK DXJ Dxj 14% 1 60 0 0.48% 2.93%
Foreign Large Blend OAKIX Oakix 10% 1 60 0 0.75% 1.9%
Others
Conservative Allocation PRPFX Prpfx 99% 1 60 0 0.82% 0.64%
World Allocation SGIIX Sgiix 98% 1 60 0 1.2% 1.46%
Market Neutral CMNIX Cmnix 88% 1 60 0 1.22% 2.2%
Nontraditional Bond JSOSX Jsosx 69% 1 60 0 0.75% 4.71%
World Allocation MALOX Malox 56% 1 60 0 0.84% 0.44%
Market Neutral ARBNX Arbnx 44% 1 60 0 1.35% 0.25%
Conservative Allocation DIFIX Difix 38% 1 60 0 0.89% 3.81%
World Allocation PAUPX Paupx 3% 1 60 0 2.01% 7.19%
ROOT CASH Money Market 0% 1 60 0 NA 4.14%
COMMODITIES
Commodities Precious Metals IAU iShares Gold Trust 98% 1 60 0 0.25% 0%
COMMODITIES BROAD BASKET DBC PowerShares DB Com Indx Trckng Fund(ETF),DBC 66% 1 60 0 0.85% 4.95%
FIXED INCOME
Intermediate Government IEI iShares Lehman 3-7 Yr Treasury Bond(ETF),IEI 87% 1 60 0 0.15% 2.48%
Multisector Bond PONDX Pondx 84% 1 60 0 0.77% 6.83%
Inflation-Protected Bond STPZ PIMCO 1-5 Year US TIPS Index ETF 83% 1 60 0 0.2% 1.84%
SHORT GOVERNMENT SHY iShares Lehman 1-3 Year Treas.Bond (ETF),SHY 74% 1 60 0 0.15% 3.11%
Short-Term Bond VCSH Vanguard Short-Term Corp Bd Idx ETF 71% 1 60 0 0.04% 3.02%
LONG GOVERNMENT TLH Tlh 70% 1 60 0 0.15% 4.02%
WORLD BOND WIP SPDR DB Int 69% 1 60 0 0.5% 6.4%
LONG GOVERNMENT IEF iShares Lehman 7-10 Yr Treas. Bond (ETF),IEF 65% 1 60 0 0.15% 3.01%
Inflation-Protected Bond LTPZ PIMCO 15 Year US TIPS Index ETF 65% 1 60 0 0.2% 4.19%
Long-Term Bond LQD iShares IBoxx $ Invest Grade Corp Bd Fd,LQD 64% 1 60 0 0.14% 4.15%
High Yield Bond IVHIX Ivhix 60% 1 60 0 1.72% 7.63%
Inflation-Protected Bond TIP iShares Barclays TIPS Bond Fund (ETF),TIP 56% 1 60 0 0.19% 2.76%
Emerging Markets Bond EMB iShares JPMorgan USD Emer Mkt Bnd Fd ETF,EMB 54% 1 60 0 0.39% 4.84%
Intermediate-Term Bond BND Vanguard Total Bond Market ETF,BND 52% 1 60 0 0.15% 3.19%
Emerging Markets Bond PCY Pcy 47% 1 60 0 0.5% 6.7%
LONG GOVERNMENT TLT Tlt 43% 1 60 0 0.15% 3.59%
High Yield Bond HYG iShares iBoxx $ High Yid Corp Bond (ETF),HYG 39% 1 60 0 0.49% 5.79%
Intermediate-Term Bond DBLTX Dbltx 32% 1 60 0 0.73% 4.26%
Emerging Markets Bond TGEIX Tgeix 30% 1 60 0 0.77% 5.25%
Intermediate-Term Bond VMBS Vanguard Mortgage-Backed Sec Idx ETF 27% 1 60 0 0.04% 3.31%
Intermediate-Term Bond MBB mbb 26% 3 60 0 0.04% 3.54%
Short-Term Bond BSV Vanguard Short-Term Bond ETF 20% 1 60 0 0.07% 2.56%
Long-Term Bond PGF Pgf 15% 1 60 0 0.56% 5.92%
WORLD BOND BWX SPDR Barclays Capital Intl Tresy Bd ETF,BWX 11% 1 60 0 0.35% 1.72%
Intermediate-Term Bond CIU iShares Barclays Inter Crd Bd Fund ETF),CIU 5% 1 60 0 0.2% 1.8%
Short-Term Bond CSJ iShares Barclays 1-3 Year Cred Bd Fd ETF,CSJ 0% 1 60 0 0.2% 1.27%
US EQUITY
LARGE GROWTH QQQ PowerShares QQQ Trust, Series 1 (ETF),QQQQ 98% 1 60 0 0.2% 0.54%
LARGE BLEND OAKMX Oakmx 97% 1 60 0 0.63% 0.98%
LARGE GROWTH VUG Vanguard Growth (ETF),VUG 86% 1 60 0 0.04% 0.53%
LARGE VALUE VTV Vanguard Value ETF,VTV 78% 1 60 0 0.05% 2.35%
SMALL VALUE VBR Vanguard Small-Cap Value ETF,VBR 77% 1 60 0 0.06% 2.08%
Mid-Cap Growth VOT Vanguard Mid-Cap Growth ETF 67% 1 60 0 0.19% 0.68%
LARGE VALUE VYM Vanguard High Dividend Yield Indx ETF 65% 1 60 0 0.08% 3.01%
SMALL BLEND VB Vanguard Small-Cap ETF,VB 57% 1 60 0 0.03% 1.51%
Small Growth VBK Vanguard Small-Cap Growth ETF,VBK 55% 1 60 0 0.07% 0.64%
LARGE BLEND VTI Vanguard Total Stock Market ETF,VTI 54% 1 60 0 0.03% 1.35%
LARGE BLEND VIG Vanguard Dividend Appreciation ETF 50% 1 60 0 0.08% 1.8%
MID-CAP VALUE VOE Vanguard Mid-Cap Value ETF 49% 1 60 0 0.19% 2.22%
LARGE VALUE DVY iShares Dow Jones Select Dividend (ETF),DVY 36% 1 60 0 0.38% 3.84%
LARGE VALUE USMV Usmv 29% 1 60 0 0.15% 1.28%
LARGE VALUE SPLV PowerShares S&P 500 Low Volatility 15% 1 60 0 0.25% 2.44%
LARGE VALUE FVD First Trust Value Line Dividend Index 13% 1 60 0 0.65% 2.31%
LARGE BLEND GCIEX Gciex 10% 1 60 0 1.42% 21.2%
MID-CAP BLEND VO Vanguard Mid-Cap ETF,VO 6% 1 60 0 0.04% 1.47%
Average Expense Ratio: 0.43%
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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 45 funds. It covers 6 major asset classes and 29 minor asset classes. The major asset classes it covers are Fixed Income, Commodity, Emerging Market Equity, US Equity, Foreign Equity and REITs.

This plan is designed specifically to utilize a combination of ETF'S and Mutual Funds in a Moderate Tactical Allocation Model with Monthly Rebalancing.

We take a combination of Mutual Funds and the most liquid ETFs that represent diverse asset classes and a global approach to form this plan. The following are the ETFs:

Usmv
splv
tlh
xlv
xlk
xlp
xlu
xlf
SPDR S&P 500 ETF    SPY
Vanguard Total Stock Market ETF    VTI
iShares Russell 1000 Growth Index (ETF)    IWF
Vanguard Growth (ETF)    VUG
PowerShares QQQ Trust, Series 1 (ETF)    QQQQ
iShares Russell 1000 Value Index (ETF)    IWD
iShares Dow Jones Select Dividend (ETF)    DVY
Vanguard Value ETF    VTV
Vanguard Dividend Appreciation ETF    VIG
SPDR S&P Dividend (ETF)    SDY
iShares S&P MidCap 400 Index (ETF)    IJH
iShares Russell Midcap Index Fund (ETF)    IWR
Vanguard Mid-Cap ETF    VO
iShares S&P MidCap 400 Growth (ETF)    IJK
iShares Russell Midcap Growth Idx. (ETF)    IWP
iShares Russell Midcap Value Index (ETF)    IWS
iShares S&P MidCap 400 Value Index (ETF)    IJJ
iShares Russell 2000 Index (ETF)    IWM
iShares S&P SmallCap 600 Index (ETF)    IJR
Vanguard Small-Cap ETF    VB
iShares Russell 2000 Growth Index (ETF)    IWO
iShares S&P SmallCap 600 Growth (ETF)    IJT
Vanguard Small-Cap Growth ETF    VBK
iShares S&P SmallCap 600 Value Idx (ETF)    IJS
Vanguard Small-Cap Value ETF    VBR
iShares MSCI EAFE Index Fund (ETF)    EFA
Vanguard Europe Pacific ETF    VEA
iShares MSCI EAFE Growth Index (ETF)    EFG
iShares MSCI EAFE Value Index (ETF)    EFV
iShares Trust iShares MSCI EAFE Small Cap Index Fund ETF    SCZ
iShares MSCI Emerging Markets Indx (ETF)    EEM
Vanguard Emerging Markets ETF    VWO
iShares Dow Jones US Real Estate (ETF)    IYR
iShares Cohen & Steers Realty Maj. (ETF)    ICF
Vanguard REIT ETF    VNQ
SPDR DJ Wilshire Intnl Real Estate (ETF)    RWX
PowerShares DB Com Indx Trckng Fund(ETF)    DBC
iShares S&P GSCI Commodity-Indexed (ETF)    GSG
SPDR Gold Trust (ETF)    GLD
iShares Lehman 1-3 Year Treas.Bond (ETF)    SHY
iShares Lehman 7-10 Yr Treas. Bond (ETF)    IEF
iShares Lehman 3-7 Yr Treasury Bond(ETF)    IEI
iShares Barclays 20+ Yr Treas.Bond (ETF)    TLT
iShares Lehman Aggregate Bond (ETF)    AGG
Vanguard Total Bond Market ETF    BND
iShares IBoxx $ Invest Grade Corp Bd Fd    LQD
iShares Barclays 1-3 Year Cred Bd Fd ETF    CSJ
iShares Barclays Inter Crd Bd Fund ETF)    CIU
iShares iBoxx $ High Yid Corp Bond (ETF)    HYG
SPDR Barclays Capital High Yield B (ETF)    JNK
iShares Barclays TIPS Bond Fund (ETF)    TIP
SPDR DB Int'l Govt Infl Pro Bond (ETF)    WIP
iShares Lehman MBS Bond Fund (ETF)    MBB
SPDR Barclays Capital Intl Tresy Bd ETF    BWX
iShares JPMorgan USD Emer Mkt Bnd Fd ETF    EMBi



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