MyPlanIQ All Commission Free ETFs at TD Ameritrade

All Commission Free ETFs at TD Ameritrade

This Plan is unrated.
Investment Options
Total Available Funds: 96
Asset Class Ticker Description Rating
REAL ESTATE
Global Real Estate RWX RWX
REAL ESTATE RWR RWR
Global Real Estate RWO RWO
Emerging Market
DIVERSIFIED EMERGING MKTS BKF BKF
DIVERSIFIED EMERGING MKTS EWX EWX
DIVERSIFIED EMERGING MKTS VWO VWO
INTERNATIONAL EQUITY
Foreign Large Value EFV EFV
Foreign Large Growth EFG EFG
EUROPE STOCK FEZ FEZ
Total Available Funds: 96
Asset Class Ticker Description Rating
REAL ESTATE
Global Real Estate RWX RWX
REAL ESTATE RWR RWR
Global Real Estate RWO RWO
REAL ESTATE VNQ VNQ
Emerging Market
DIVERSIFIED EMERGING MKTS BKF BKF
DIVERSIFIED EMERGING MKTS EWX EWX
DIVERSIFIED EMERGING MKTS VWO VWO
China Region FXI FXI
China Region GXC GXC
Latin America Stock EWZ EWZ
India Equity EPI EPI
Latin America Stock ILF ILF
INTERNATIONAL EQUITY
Foreign Large Value EFV EFV
Foreign Large Growth EFG EFG
EUROPE STOCK FEZ FEZ
Foreign Large Blend VEA VEA
Foreign Large Blend VEU VEU
WORLD STOCK ACWI ACWI
EUROPE STOCK VGK VGK
WORLD STOCK IOO IOO
PACIFIC/ASIA EX-JAPAN STK AAXJ AAXJ
Foreign Small/Mid Blend SCZ SCZ
Miscellaneous Region EWC EWC
Miscellaneous Region EWQ EWQ
Miscellaneous Region EWG EWG
Miscellaneous Region EWI EWI
Miscellaneous Region EWU EWU
Miscellaneous Region EWA EWA
Miscellaneous Region EWP EWP
Foreign Small/Mid Blend VSS VSS
JAPAN STOCK EWJ EWJ
Miscellaneous Region RSX RSX
Miscellaneous Region GUR GUR
Others
Currency DBV DBV
Aggressive Allocation AOA AOA
Moderate Allocation AOR AOR
Corporate Bond VCLT VCLT
Conservative Allocation AOK AOK
Conservative Allocation AOM AOM
Corporate Bond LQD LQD
Corporate Bond VCIT VCIT
Corporate Bond CIU CIU
COMMODITIES
COMMODITIES BROAD BASKET DBC DBC
Commodities Energy DBO DBO
COMMODITIES BROAD BASKET DJP DJP
US EQUITY
LARGE VALUE VTV VTV
SMALL VALUE IWN IWN
MID-CAP VALUE IWS IWS
SMALL VALUE IJS IJS
LARGE GROWTH VUG VUG
Small Growth IWO IWO
LARGE GROWTH IWF IWF
LARGE VALUE IVE IVE
Small Growth VBK VBK
LARGE VALUE IWD IWD
SMALL VALUE VBR VBR
Mid-Cap Growth IWP IWP
SMALL BLEND IJR IJR
Mid-Cap Growth VOT VOT
LARGE BLEND IWB IWB
LARGE GROWTH MGK MGK
SMALL BLEND VB VB
LARGE BLEND VTI VTI
LARGE BLEND IWV IWV
MID-CAP BLEND IJH IJH
MID-CAP VALUE VOE VOE
LARGE VALUE VYM VYM
MID-CAP BLEND VXF VXF
LARGE BLEND IVV IVV
LARGE BLEND VIG VIG
LARGE BLEND OEF OEF
MID-CAP BLEND VO VO
FIXED INCOME
Intermediate-Term Bond AGG AGG
Intermediate-Term Bond BIV BIV
Intermediate-Term Bond BND BND
Short-Term Bond BSV BSV
Intermediate-Term Bond GVI GVI
Intermediate-Term Bond MBB MBB
Intermediate Government IEI IEI
SHORT GOVERNMENT SHY SHY
Inflation-Protected Bond TIP TIP
WORLD BOND BWX BWX
WORLD BOND WIP WIP
Emerging Markets Bond PCY PCY
High Yield Bond JNK JNK
LONG GOVERNMENT TLT TLT
Long-Term Bond BLV BLV
LONG GOVERNMENT EDV EDV
Emerging Markets Bond EMLC EMLC
Inflation-Protected Bond STPZ STPZ
Short-Term Bond VCSH VCSH
Intermediate-Term Bond VMBS VMBS
LONG GOVERNMENT VGLT VGLT
SHORT GOVERNMENT VGSH VGSH
Intermediate Government VGIT VGIT
Short-Term Bond CSJ CSJ
Total Available Funds: 96
  • 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 RWX 98% 1 60 0 0.59% 3.74%
REAL ESTATE RWR RWR 95% 1 60 0 0.25% 3.92%
Global Real Estate RWO RWO 95% 1 60 0 0.5% 3.64%
REAL ESTATE VNQ VNQ 95% 1 60 0 0.12% 4.19%
Emerging Market
DIVERSIFIED EMERGING MKTS BKF BKF 99% 1 60 0 0.7% 1.66%
DIVERSIFIED EMERGING MKTS EWX EWX 98% 1 60 0 0.65% 2.55%
DIVERSIFIED EMERGING MKTS VWO VWO 97% 1 60 0 0.08% 3.6%
China Region FXI FXI 90% 1 60 0 0.74% 2.62%
China Region GXC GXC 83% 1 60 0 0.59% 3.17%
Latin America Stock EWZ EWZ 52% 1 60 0 0.59% 6.91%
India Equity EPI EPI 48% 1 60 0 0.85% 0.18%
Latin America Stock ILF ILF 10% 1 60 0 0.48% 5.38%
INTERNATIONAL EQUITY
Foreign Large Value EFV EFV 99% 1 60 0 0.34% 4.53%
Foreign Large Growth EFG EFG 99% 1 60 0 0.36% 1.63%
EUROPE STOCK FEZ FEZ 98% 1 60 0 0.29% 2.76%
Foreign Large Blend VEA VEA 97% 1 60 0 0.05% 3.51%
Foreign Large Blend VEU VEU 97% 1 60 0 0.08% 3.58%
WORLD STOCK ACWI ACWI 96% 1 60 0 0.32% 2.07%
EUROPE STOCK VGK VGK 96% 1 60 0 0.09% 3.44%
WORLD STOCK IOO IOO 95% 1 60 0 0.41% 1.64%
PACIFIC/ASIA EX-JAPAN STK AAXJ AAXJ 95% 1 60 0 0.7% 2.25%
Foreign Small/Mid Blend SCZ SCZ 95% 1 60 0 0.4% 2.99%
Miscellaneous Region EWC EWC 87% 1 60 0 0.5% 2.35%
Miscellaneous Region EWQ EWQ 85% 1 60 0 0.5% 2.72%
Miscellaneous Region EWG EWG 82% 1 60 0 0.5% 2.59%
Miscellaneous Region EWI EWI 79% 1 60 0 0.5% 3.59%
Miscellaneous Region EWU EWU 77% 1 60 0 0.5% 4.04%
Miscellaneous Region EWA EWA 62% 1 60 0 0.5% 3.9%
Miscellaneous Region EWP EWP 57% 1 60 0 0.5% 2.91%
Foreign Small/Mid Blend VSS VSS 41% 1 60 0 0.07% 5.07%
JAPAN STOCK EWJ EWJ 32% 1 60 0 0.5% 2.2%
Miscellaneous Region RSX RSX 0% 1 60 0 0.61% 0.53%
Miscellaneous Region GUR GUR 0% 1 60 0 0.59% 3.65%
Others
Currency DBV DBV 100% 1 60 0 0.75% 98.44%
Aggressive Allocation AOA AOA 95% 1 60 0 0.15% 2.43%
Moderate Allocation AOR AOR 92% 1 60 0 0.15% 2.69%
Corporate Bond VCLT VCLT 91% 1 60 0 0.04% 4.93%
Conservative Allocation AOK AOK 83% 1 60 0 0.15% 3.15%
Conservative Allocation AOM AOM 83% 1 60 0 0.15% 2.97%
Corporate Bond LQD LQD 64% 1 60 0 0.14% 4.27%
Corporate Bond VCIT VCIT 35% 1 60 0 0.04% 4.07%
Corporate Bond CIU CIU 5% 1 60 0 0.2% 2.59%
COMMODITIES
COMMODITIES BROAD BASKET DBC DBC 94% 1 60 0 0.85% 4.69%
Commodities Energy DBO DBO 87% 1 60 0 0.75% 4.53%
COMMODITIES BROAD BASKET DJP DJP 86% 1 60 0 0.7% 0%
US EQUITY
LARGE VALUE VTV VTV 100% 1 60 0 0.05% 2.79%
SMALL VALUE IWN IWN 100% 1 60 0 0.24% 2.3%
MID-CAP VALUE IWS IWS 99% 1 60 0 0.23% 1.85%
SMALL VALUE IJS IJS 99% 1 60 0 0.18% 1.68%
LARGE GROWTH VUG VUG 99% 1 60 0 0.04% 0.73%
Small Growth IWO IWO 99% 1 60 0 0.24% 0.77%
LARGE GROWTH IWF IWF 99% 1 60 0 0.19% 0.79%
LARGE VALUE IVE IVE 99% 1 60 0 0.18% 1.99%
Small Growth VBK VBK 98% 1 60 0 0.07% 0.8%
LARGE VALUE IWD IWD 98% 1 60 0 0.19% 2.2%
SMALL VALUE VBR VBR 98% 1 60 0 0.06% 2.51%
Mid-Cap Growth IWP IWP 97% 1 60 0 0.23% 0.6%
SMALL BLEND IJR IJR 97% 1 60 0 0.06% 1.53%
Mid-Cap Growth VOT VOT 97% 1 60 0 0.19% 0.84%
LARGE BLEND IWB IWB 97% 1 60 0 0.15% 1.54%
LARGE GROWTH MGK MGK 96% 1 60 0 0.06% 0.63%
SMALL BLEND VB VB 96% 1 60 0 0.03% 1.75%
LARGE BLEND VTI VTI 96% 1 60 0 0.03% 1.73%
LARGE BLEND IWV IWV 96% 1 60 0 0.2% 1.47%
MID-CAP BLEND IJH IJH 95% 1 60 0 0.05% 1.33%
MID-CAP VALUE VOE VOE 94% 1 60 0 0.19% 2.51%
LARGE VALUE VYM VYM 94% 1 60 0 0.08% 3.27%
MID-CAP BLEND VXF VXF 94% 1 60 0 0.06% 1.54%
LARGE BLEND IVV IVV 93% 1 60 0 0.03% 1.67%
LARGE BLEND VIG VIG 93% 1 60 0 0.08% 2.07%
LARGE BLEND OEF OEF 70% 1 60 0 0.2% 1.44%
MID-CAP BLEND VO VO 6% 1 60 0 0.04% 1.81%
FIXED INCOME
Intermediate-Term Bond AGG AGG 100% 1 60 0 0.03% 3.32%
Intermediate-Term Bond BIV BIV 99% 1 60 0 0.07% 3.33%
Intermediate-Term Bond BND BND 99% 1 60 0 0.15% 3.28%
Short-Term Bond BSV BSV 99% 1 60 0 0.07% 2.82%
Intermediate-Term Bond GVI GVI 99% 1 60 0 0.2% 3.02%
Intermediate-Term Bond MBB MBB 99% 1 60 0 0.04% 3.55%
Intermediate Government IEI IEI 98% 1 60 0 0.15% 2.67%
SHORT GOVERNMENT SHY SHY 98% 1 60 0 0.15% 3.39%
Inflation-Protected Bond TIP TIP 97% 1 60 0 0.19% 2.74%
WORLD BOND BWX BWX 97% 1 60 0 0.35% 1.71%
WORLD BOND WIP WIP 95% 1 60 0 0.5% 6.01%
Emerging Markets Bond PCY PCY 95% 1 60 0 0.5% 7.16%
High Yield Bond JNK JNK 93% 1 60 0 0.4% 6.79%
LONG GOVERNMENT TLT TLT 91% 1 60 0 0.15% 3.39%
Long-Term Bond BLV BLV 84% 1 60 0 0.04% 4.17%
LONG GOVERNMENT EDV EDV 83% 1 60 0 0.06% 3.42%
Emerging Markets Bond EMLC EMLC 73% 1 60 0 0.3% 6.05%
Inflation-Protected Bond STPZ STPZ 40% 1 60 0 0.2% 1.74%
Short-Term Bond VCSH VCSH 36% 1 60 0 0.04% 3.47%
Intermediate-Term Bond VMBS VMBS 35% 1 60 0 0.04% 3.55%
LONG GOVERNMENT VGLT VGLT 22% 1 60 0 0.04% 3.38%
SHORT GOVERNMENT VGSH VGSH 21% 1 60 0 0.04% 3.75%
Intermediate Government VGIT VGIT 17% 1 60 0 0.04% 3%
Short-Term Bond CSJ CSJ 0% 1 60 0 0.2% 1.81%
Average Expense Ratio: 0.27%
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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
This plan consists of 96 funds, some of them are: DJP, CSJ, SHY, TLT, IEI, AGG.
A complete list of all commission free ETFs available through TD Ameritrade as of 11/1/2015. One month minimum to hold to retain commission free status.


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