MyPlanIQ Major Brokerage Investor TD Ameritrade Selected Commission Free ETFs

TD Ameritrade Selected Commission Free ETFs

This Plan is unrated.
Investment Options
Total Available Funds: 67
Asset Class Ticker Description Rating
REAL ESTATE
Global Real Estate RWX SPDR DJ Wilshire Intl Real Estate
REAL ESTATE RWR SPDR DJ Wilshire REIT
Global Real Estate RWO SPDR DJ Wilshire Global Real Estate
Emerging Market
DIVERSIFIED EMERGING MKTS EWX SPDR S&P Emerging Markets Small Cap
DIVERSIFIED EMERGING MKTS VWO Vanguard Emerging Markets Stock ETF
INTERNATIONAL EQUITY
Foreign Large Value EFV iShares MSCI EAFE Value Index
Foreign Large Growth EFG iShares MSCI EAFE Growth Index
EUROPE STOCK FEZ SPDR DJ EURO STOXX 50
COMMODITIES
COMMODITIES BROAD BASKET DBC PowerShares DB Commodity Idx Trking Fund
COMMODITIES BROAD BASKET DJP iPath Dow Jones-AIG Commodity Idx TR ETN
COMMODITIES BROAD BASKET DPU PowerShares DB Commodity Long ETN
Total Available Funds: 67
Asset Class Ticker Description Rating
REAL ESTATE
Global Real Estate RWX SPDR DJ Wilshire Intl Real Estate
REAL ESTATE RWR SPDR DJ Wilshire REIT
Global Real Estate RWO SPDR DJ Wilshire Global Real Estate
REAL ESTATE VNQ Vanguard REIT Index ETF
Emerging Market
DIVERSIFIED EMERGING MKTS EWX SPDR S&P Emerging Markets Small Cap
DIVERSIFIED EMERGING MKTS VWO Vanguard Emerging Markets Stock ETF
INTERNATIONAL EQUITY
Foreign Large Value EFV iShares MSCI EAFE Value Index
Foreign Large Growth EFG iShares MSCI EAFE Growth Index
EUROPE STOCK FEZ SPDR DJ EURO STOXX 50
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
WORLD STOCK IOO iShares S&P Global 100 Index
WORLD STOCK VT Vanguard Total World Stock Index ETF
Foreign Small/Mid Value SCZ iShares MSCI EAFE Small Cap Index
FOREIGN SMALL/MID GROWTH VSS Vanguard FTSE All-Wld ex-US SmCp Idx ETF
COMMODITIES
COMMODITIES BROAD BASKET DBC PowerShares DB Commodity Idx Trking Fund
COMMODITIES BROAD BASKET DJP iPath Dow Jones-AIG Commodity Idx TR ETN
COMMODITIES BROAD BASKET DPU PowerShares DB Commodity Long ETN
US EQUITY
LARGE VALUE VTV Vanguard Value ETF
SMALL VALUE IWN iShares Russell 2000 Value Index
MID-CAP VALUE IWS iShares Russell Midcap Value Index
SMALL VALUE IJS iShares S&P SmallCap 600 Value Index
LARGE GROWTH VUG Vanguard Growth ETF
Small Growth IWO iShares Russell 2000 Growth Index
LARGE GROWTH IWF iShares Russell 1000 Growth Index
LARGE VALUE IVE iShares S&P 500 Value Index
Small Growth VBK Vanguard Small Cap Growth ETF
SMALL BLEND IWC iShares Russell Microcap Index
LARGE VALUE IWD iShares Russell 1000 Value Index
SMALL VALUE VBR Vanguard Small Cap Value ETF
Mid-Cap Growth IWP iShares Russell Midcap Growth Index
SMALL BLEND IJR iShares S&P SmallCap 600 Index
Mid-Cap Growth VOT Vanguard Mid-Cap Growth ETF
LARGE BLEND IWB iShares Russell 1000 Index
LARGE BLEND VTI Vanguard Total Stock Market ETF
LARGE GROWTH MGK Vanguard Mega Cap 300 Gr Index ETF
LARGE BLEND IWV iShares Russell 3000 Index
SMALL BLEND VB Vanguard Small Cap ETF
MID-CAP BLEND IJH iShares S&P MidCap 400 Index
MID-CAP VALUE VOE Vanguard Mid-Cap Value ETF
LARGE VALUE VYM Vanguard High Dividend Yield Indx ETF
LARGE BLEND IVV iShares S&P 500 Index
MID-CAP BLEND VXF Vanguard Extended Market Index ETF
LARGE BLEND VIG Vanguard Dividend Appreciation ETF
MID-CAP BLEND VO Vanguard Mid Cap ETF
FIXED INCOME
Muni National Long TFI SPDR Lehman Municipal Bond
Intermediate-Term Bond AGG iShares Barclays Aggregate Bond
Intermediate-Term Bond BIV Vanguard Intermediate-Term Bond ETF
Muni National Short SHM SPDR Lehman Short Term Municipal Bond
Intermediate-Term Bond BND Vanguard Total Bond Market ETF
Short-Term Bond BSV Vanguard Short-Term Bond ETF
Multisector Bond GVI iShares Barclays Interm Govt/Credit Bond
Muni National Long MUB iShares S&P National Municipal Bond
Intermediate-Term Bond MBB iShares Barclays MBS Bond
Intermediate Government IEI iShares Barclays 3-7 Year Treasury Bond
Muni National Interm ITM Market Vectors Intermediate Municipal
SHORT GOVERNMENT SHY iShares Barclays 1-3 Year Treasury Bond
Inflation-Protected Bond TIP iShares Barclays TIPS Bond
High Yield Bond JNK SPDR Lehman High Yield Bond
Short-Term Bond VCSH Vanguard Short-Term Corp Bd Idx ETF
Intermediate-Term Bond VCIT Vanguard Interm-Tm Corp Bd Idx ETF
Intermediate-Term Bond VMBS Vanguard Mortgage-Backed Sec Idx ETF
SHORT GOVERNMENT VGSH Vanguard Short-Term Govt Bd Idx ETF
Intermediate Government VGIT Vanguard Interm-Tm Govt Bd Idx ETF
Intermediate-Term Bond CIU iShares Barclays Intermediate Credit Bd
Short-Term Bond CSJ iShares Barclays 1-3 Year Credit Bond
Total Available Funds: 67
  • 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
Global Real Estate RWX SPDR DJ Wilshire Intl Real Estate 98% 1 60 0 0.59% 4.27%
REAL ESTATE RWR SPDR DJ Wilshire REIT 95% 1 60 0 0.25% 3.84%
Global Real Estate RWO SPDR DJ Wilshire Global Real Estate 95% 1 60 0 0.5% 3.68%
REAL ESTATE VNQ Vanguard REIT Index ETF 95% 1 60 0 0.12% 4.08%
Emerging Market
DIVERSIFIED EMERGING MKTS EWX SPDR S&P Emerging Markets Small Cap 98% 1 60 0 0.65% 2.32%
DIVERSIFIED EMERGING MKTS VWO Vanguard Emerging Markets Stock ETF 97% 1 60 0 0.08% 3.51%
INTERNATIONAL EQUITY
Foreign Large Value EFV iShares MSCI EAFE Value Index 99% 1 60 0 0.34% 4.37%
Foreign Large Growth EFG iShares MSCI EAFE Growth Index 99% 1 60 0 0.36% 1.55%
EUROPE STOCK FEZ SPDR DJ EURO STOXX 50 98% 1 60 0 0.29% 2.61%
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%
WORLD STOCK IOO iShares S&P Global 100 Index 95% 1 60 0 0.41% 1.39%
WORLD STOCK VT Vanguard Total World Stock Index ETF 95% 1 60 0 0.07% 1.99%
Foreign Small/Mid Value SCZ iShares MSCI EAFE Small Cap Index 95% 1 60 0 0.4% 2.99%
FOREIGN SMALL/MID GROWTH VSS Vanguard FTSE All-Wld ex-US SmCp Idx ETF 41% 1 60 0 0.07% 4.8%
COMMODITIES
COMMODITIES BROAD BASKET DBC PowerShares DB Commodity Idx Trking Fund 94% 1 60 0 0.85% 4.95%
COMMODITIES BROAD BASKET DJP iPath Dow Jones-AIG Commodity Idx TR ETN 86% 1 60 0 0.7% 0%
COMMODITIES BROAD BASKET DPU PowerShares DB Commodity Long ETN 16% 1 60 0 0.75% 0%
US EQUITY
LARGE VALUE VTV Vanguard Value ETF 100% 1 60 0 0.05% 2.35%
SMALL VALUE IWN iShares Russell 2000 Value Index 100% 1 60 0 0.24% 2.07%
MID-CAP VALUE IWS iShares Russell Midcap Value Index 99% 1 60 0 0.23% 1.71%
SMALL VALUE IJS iShares S&P SmallCap 600 Value Index 99% 1 60 0 0.18% 1.47%
LARGE GROWTH VUG Vanguard Growth ETF 99% 1 60 0 0.04% 0.53%
Small Growth IWO iShares Russell 2000 Growth Index 99% 1 60 0 0.24% 0.7%
LARGE GROWTH IWF iShares Russell 1000 Growth Index 99% 1 60 0 0.19% 0.61%
LARGE VALUE IVE iShares S&P 500 Value Index 99% 1 60 0 0.18% 1.6%
Small Growth VBK Vanguard Small Cap Growth ETF 98% 1 60 0 0.07% 0.64%
SMALL BLEND IWC iShares Russell Microcap Index 98% 1 60 0 0.6% 1.15%
LARGE VALUE IWD iShares Russell 1000 Value Index 98% 1 60 0 0.19% 1.95%
SMALL VALUE VBR Vanguard Small Cap Value ETF 98% 1 60 0 0.06% 2.08%
Mid-Cap Growth IWP iShares Russell Midcap Growth Index 97% 1 60 0 0.23% 0.5%
SMALL BLEND IJR iShares S&P SmallCap 600 Index 97% 1 60 0 0.06% 1.32%
Mid-Cap Growth VOT Vanguard Mid-Cap Growth ETF 97% 1 60 0 0.19% 0.68%
LARGE BLEND IWB iShares Russell 1000 Index 97% 1 60 0 0.15% 1.23%
LARGE BLEND VTI Vanguard Total Stock Market ETF 96% 1 60 0 0.03% 1.35%
LARGE GROWTH MGK Vanguard Mega Cap 300 Gr Index ETF 96% 1 60 0 0.06% 0.46%
LARGE BLEND IWV iShares Russell 3000 Index 96% 1 60 0 0.2% 1.22%
SMALL BLEND VB Vanguard Small Cap ETF 96% 1 60 0 0.03% 1.51%
MID-CAP BLEND IJH iShares S&P MidCap 400 Index 94% 1 60 0 0.05% 1.4%
MID-CAP VALUE VOE Vanguard Mid-Cap Value ETF 94% 1 60 0 0.19% 2.22%
LARGE VALUE VYM Vanguard High Dividend Yield Indx ETF 94% 1 60 0 0.08% 3.01%
LARGE BLEND IVV iShares S&P 500 Index 93% 1 60 0 0.03% 1.35%
MID-CAP BLEND VXF Vanguard Extended Market Index ETF 93% 1 60 0 0.06% 1.22%
LARGE BLEND VIG Vanguard Dividend Appreciation ETF 93% 1 60 0 0.08% 1.8%
MID-CAP BLEND VO Vanguard Mid Cap ETF 6% 1 60 0 0.04% 1.47%
FIXED INCOME
Muni National Long TFI SPDR Lehman Municipal Bond 100% 1 60 0 0.23% 2.47%
Intermediate-Term Bond AGG iShares Barclays Aggregate Bond 100% 1 60 0 0.03% 3.24%
Intermediate-Term Bond BIV Vanguard Intermediate-Term Bond ETF 99% 1 60 0 0.07% 3.22%
Muni National Short SHM SPDR Lehman Short Term Municipal Bond 99% 1 60 0 0.2% 1.2%
Intermediate-Term Bond BND Vanguard Total Bond Market ETF 99% 1 60 0 0.15% 3.19%
Short-Term Bond BSV Vanguard Short-Term Bond ETF 99% 1 60 0 0.07% 2.56%
Multisector Bond GVI iShares Barclays Interm Govt/Credit Bond 99% 1 60 0 0.2% 2.86%
Muni National Long MUB iShares S&P National Municipal Bond 99% 1 60 0 0.05% 2.69%
Intermediate-Term Bond MBB iShares Barclays MBS Bond 99% 1 60 0 0.04% 3.54%
Intermediate Government IEI iShares Barclays 3-7 Year Treasury Bond 98% 1 60 0 0.15% 2.48%
Muni National Interm ITM Market Vectors Intermediate Municipal 98% 1 60 0 0.18% 2.44%
SHORT GOVERNMENT SHY iShares Barclays 1-3 Year Treasury Bond 98% 1 60 0 0.15% 3.11%
Inflation-Protected Bond TIP iShares Barclays TIPS Bond 97% 1 60 0 0.19% 2.76%
High Yield Bond JNK SPDR Lehman High Yield Bond 93% 1 60 0 0.4% 6.43%
Short-Term Bond VCSH Vanguard Short-Term Corp Bd Idx ETF 36% 1 60 0 0.04% 3.02%
Intermediate-Term Bond VCIT Vanguard Interm-Tm Corp Bd Idx ETF 35% 1 60 0 0.04% 3.69%
Intermediate-Term Bond VMBS Vanguard Mortgage-Backed Sec Idx ETF 35% 1 60 0 0.04% 3.31%
SHORT GOVERNMENT VGSH Vanguard Short-Term Govt Bd Idx ETF 21% 1 60 0 0.04% 3.15%
Intermediate Government VGIT Vanguard Interm-Tm Govt Bd Idx ETF 17% 1 60 0 0.04% 2.67%
Intermediate-Term Bond CIU iShares Barclays Intermediate Credit Bd 5% 1 60 0 0.2% 1.8%
Short-Term Bond CSJ iShares Barclays 1-3 Year Credit Bond 0% 1 60 0 0.2% 1.27%
Average Expense Ratio: 0.2%
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Model Portfolios
Strategic Asset Allocation - Equal Weight: Click here to see this strategy description
Equal Weight & Regular Rebalance YTD**
Return		 1Yr
AR*		 3Yr
AR*		 5Yr
AR*		 10Yr
AR*		 15Yr
AR*
Click for Portfolio Details or Follow 7.9% -0.0% 11.3% 5.2% 8.9% 6.1%

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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*
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
The plan consists of 101 funds. It covers 6 major asset classes and 43 minor asset classes. The major asset classes it covers are Emerging Market Equity, Foreign Equity, Fixed Income, US Equity, Commodity and REITs.

TD Ameritrade (Ticker: AMTD) offers 100+ commission free ETFs for its clients. The main restriction is that customers have to hold these ETFs for more than 30 days to make such trades eligible for commission free.

In this plan, the minimum holding period for each fund is set to be 1 month, which is equivalent to 30 days.

See the official TD Ameritrade offering for more details.



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