MyPlanIQ ETF Plan

ETF Plan

This Plan is unrated.
Investment Options
Total Available Funds: 22
Asset Class Ticker Description Rating
Emerging Market
DIVERSIFIED EMERGING MKTS EEM EEM
REAL ESTATE
US Real Estate IYR iShares US Real Estate
Global Real Estate RWX RWX
INTERNATIONAL EQUITY
Foreign Large Blend VEA VEA
Foreign Small/Mid Blend SCZ SCZ
Others
Corporate Bond LQD iShares iBoxx $ Invst Grade Crp Bond
ROOT CASH CASH
US EQUITY
LARGE BLEND SPY SPY
SMALL VALUE IJS IJS
Small Growth IWO iShares Russell 2000 Growth
Total Available Funds: 22
Asset Class Ticker Description Rating
Emerging Market
DIVERSIFIED EMERGING MKTS EEM EEM
REAL ESTATE
US Real Estate IYR iShares US Real Estate
Global Real Estate RWX RWX
INTERNATIONAL EQUITY
Foreign Large Blend VEA VEA
Foreign Small/Mid Blend SCZ SCZ
Others
Corporate Bond LQD iShares iBoxx $ Invst Grade Crp Bond
ROOT CASH CASH
US EQUITY
LARGE BLEND SPY SPY
SMALL VALUE IJS IJS
Small Growth IWO iShares Russell 2000 Growth
LARGE GROWTH IWF iShares Russell 1000 Growth
LARGE VALUE IWD IWD
MID-CAP VALUE IJJ IJJ
Mid-Cap Growth IJK IJK
Large Growth QQQ QQQ
SMALL BLEND IJR IJR
MID-CAP BLEND IWR IWR
FIXED INCOME
Inflation-Protected Bond SWRSX Schwab Treasury Inflation Protected Secs
Intermediate-Term Bond SCHZ Schwab US Aggregate Bond ETF
Intermediate-Term Bond BOND PIMCO Total Return Active ETF
Intermediate-Term Bond TOTL SPDR® DoubleLine Total Return Tact ETF
Intermediate-Term Bond FBND Fidelity Total Bond ETF
Total Available Funds: 22
  • 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 EEM EEM 100% 0 60 0 0.7% 2.7%
REAL ESTATE
US Real Estate IYR iShares US Real Estate 100% 0 60 0 0.4% 2.82%
Global Real Estate RWX RWX 98% 0 60 0 0.59% 3.79%
INTERNATIONAL EQUITY
Foreign Large Blend VEA VEA 97% 0 60 0 0.05% 3.53%
Foreign Small/Mid Blend SCZ SCZ 95% 0 60 0 0.4% 3%
Others
Corporate Bond LQD iShares iBoxx $ Invst Grade Crp Bond 64% 0 60 0 0.14% 4.24%
ROOT CASH CASH 0% 0 60 0 NA 2.67%
US EQUITY
LARGE BLEND SPY SPY 100% 0 60 0 0.09% 1.63%
SMALL VALUE IJS IJS 99% 0 60 0 0.18% 1.69%
Small Growth IWO iShares Russell 2000 Growth 99% 0 60 0 0.24% 0.77%
LARGE GROWTH IWF iShares Russell 1000 Growth 99% 0 60 0 0.19% 0.78%
LARGE VALUE IWD IWD 98% 0 60 0 0.19% 2.21%
MID-CAP VALUE IJJ IJJ 98% 0 60 0 0.18% 1.85%
Mid-Cap Growth IJK IJK 98% 0 60 0 0.17% 1.2%
Large Growth QQQ QQQ 98% 0 60 0 0.2% 0.81%
SMALL BLEND IJR IJR 97% 0 60 0 0.06% 1.53%
MID-CAP BLEND IWR IWR 94% 0 60 0 0.19% 1.56%
FIXED INCOME
Inflation-Protected Bond SWRSX Schwab Treasury Inflation Protected Secs 67% 0 60 0 0.05% 3.21%
Intermediate-Term Bond SCHZ Schwab US Aggregate Bond ETF 31% 0 60 0 0.03% 3.49%
Intermediate-Term Bond BOND PIMCO Total Return Active ETF 30% 0 60 0 0.56% 5.07%
Intermediate-Term Bond TOTL SPDR® DoubleLine Total Return Tact ETF 3% 0 60 0 0.55% 4.89%
Intermediate-Term Bond FBND Fidelity Total Bond ETF 2% 0 60 0 0.36% 4.45%
Average Expense Ratio: 0.26%
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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 50 funds. It covers 5 major asset classes and 20 minor asset classes. The major asset classes it covers are US Equity, Fixed Income, Foreign Equity, Emerging Market Equity and REITs.


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