MyPlanIQ 401k Investor TD AMERITRADE Nebraska 529 College Savings Plan

TD AMERITRADE Nebraska 529 College Savings Plan

This Plan is unrated.
Investment Options
Total Available Funds: 17
Asset Class Ticker Description Rating
Emerging Market
DIVERSIFIED EMERGING MKTS VWO Vanguard MSCI Emerging Markets ETF Individual Investment Option
REAL ESTATE
REAL ESTATE VGSIX Vanguard REIT Index Individual Investment Option
INTERNATIONAL EQUITY
Foreign Large Blend CWI State Street MSCI ACWI Ex-US Index Individual Investment Option
Others
ROOT CASH Goldman Sachs Prime Money Market Individual Investment Option
FIXED INCOME
Intermediate-Term Bond VBMFX Vanguard Total Bond Market Index Individual Investment Option
Short-Term Bond VBISX Vanguard Short-Term Bond Index Individual Investment Option
WORLD BOND BWX SPDR Barclays Capital International Treasury Bond ETF Individual Investment Option
US EQUITY
LARGE VALUE VEIPX Vanguard Equity Income Individual Investment Option
Small Growth IWO iShares Russell 2000 Growth Index ETF Individual Investment Option
MID-CAP BLEND VEXMX Vanguard Extended Market Index Individual Investment Option
Total Available Funds: 17
Asset Class Ticker Description Rating
Emerging Market
DIVERSIFIED EMERGING MKTS VWO Vanguard MSCI Emerging Markets ETF Individual Investment Option
REAL ESTATE
REAL ESTATE VGSIX Vanguard REIT Index Individual Investment Option
INTERNATIONAL EQUITY
Foreign Large Blend CWI State Street MSCI ACWI Ex-US Index Individual Investment Option
Others
ROOT CASH Goldman Sachs Prime Money Market Individual Investment Option
FIXED INCOME
Intermediate-Term Bond VBMFX Vanguard Total Bond Market Index Individual Investment Option
Short-Term Bond VBISX Vanguard Short-Term Bond Index Individual Investment Option
WORLD BOND BWX SPDR Barclays Capital International Treasury Bond ETF Individual Investment Option
Intermediate-Term Bond PTTRX PIMCO Total Return Individual Investment Option
Inflation-Protected Bond ACITX American Century Inflation-Adjusted Bond Individual Investment Option
US EQUITY
LARGE VALUE VEIPX Vanguard Equity Income Individual Investment Option
Small Growth IWO iShares Russell 2000 Growth Index ETF Individual Investment Option
MID-CAP BLEND VEXMX Vanguard Extended Market Index Individual Investment Option
LARGE BLEND VTSMX Vanguard Total Stock Market Index Individual Investment Option
SMALL BLEND FOSCX Tributary Small Company Individual Investment Option
LARGE GROWTH TRLGX T. Rowe Price Large-Cap Growth Individual Investment Option
LARGE BLEND STFAX State Street S&P 500 Index Individual Investment Optio
LARGE VALUE VRVIX Vanguard Russell 1000 Value Index Individual Investment Option
Total Available Funds: 17
  • 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 VWO Vanguard MSCI Emerging Markets ETF Individual Investment Option 97% 1 60 0 0.08% 3.51%
REAL ESTATE
REAL ESTATE VGSIX Vanguard REIT Index Individual Investment Option 81% 1 60 0 0.12% 3.94%
INTERNATIONAL EQUITY
Foreign Large Blend CWI State Street MSCI ACWI Ex-US Index Individual Investment Option 97% 1 60 0 0.3% 2.75%
Others
ROOT CASH Goldman Sachs Prime Money Market Individual Investment Option 0% 1 60 0 NA 4.14%
FIXED INCOME
Intermediate-Term Bond VBMFX Vanguard Total Bond Market Index Individual Investment Option 100% 1 60 0 0.15% 3.15%
Short-Term Bond VBISX Vanguard Short-Term Bond Index Individual Investment Option 100% 1 60 0 0.07% 2.54%
WORLD BOND BWX SPDR Barclays Capital International Treasury Bond ETF Individual Investment Option 97% 1 60 0 0.35% 1.72%
Intermediate-Term Bond PTTRX PIMCO Total Return Individual Investment Option 97% 1 60 0 0.83% 3.98%
Inflation-Protected Bond ACITX American Century Inflation-Adjusted Bond Individual Investment Option 92% 1 60 0 0.76% 4.48%
US EQUITY
LARGE VALUE VEIPX Vanguard Equity Income Individual Investment Option 99% 1 60 0 0.27% 2.74%
Small Growth IWO iShares Russell 2000 Growth Index ETF Individual Investment Option 99% 1 60 0 0.24% 0.7%
MID-CAP BLEND VEXMX Vanguard Extended Market Index Individual Investment Option 97% 1 60 0 0.06% 1.11%
LARGE BLEND VTSMX Vanguard Total Stock Market Index Individual Investment Option 94% 1 60 0 0.03% 1.26%
SMALL BLEND FOSCX Tributary Small Company Individual Investment Option 87% 1 60 0 0.96% 0.19%
LARGE GROWTH TRLGX T. Rowe Price Large-Cap Growth Individual Investment Option 77% 1 60 0 0.7% 2.07%
LARGE BLEND STFAX State Street S&P 500 Index Individual Investment Optio 75% 1 60 0 0.62% 1.2%
LARGE VALUE VRVIX Vanguard Russell 1000 Value Index Individual Investment Option 2% 1 60 0 0.08% 1.47%
Average Expense Ratio: 0.35%
Sign up to get fund ranking change alerts

* If you find the above investment options have changed, please email us the latest change or directly Modify Investment Options after you login
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 2.2% 13.7% 1.1% 16.0% 9.8% 11.0%

Sign up or Login first to get rebalance emails for this portfolio

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

Sign up or Login and subscribe to get rebalance emails for this portfolio
*     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 17 funds. It covers 5 major asset classes and 14 minor asset classes. The major asset classes it covers are Fixed Income, Foreign Equity, US Equity, REITs and Emerging Market Equity.

 

TD AMERITRADE 529 College Svings Plan , is one of  five 529 plans offered by the state of Nebraska . This plan of Nebraska provides three types of investment solution: Age-based Portfolios, Target Portfolios and Individual Portfolios. With the single-fund portfolio option, the assets in your Nebraska 529 Plan account will be reallocated only at your instruction, but changes to existing investments within the plan can be made only once per calendar year. MyPlanIQ.com provides asset allocation strategies for the second-type investors to constructs customized 529 portfolios, which is better tailored to their risk profile. 

For further information, please visit the Nebraska official website or the plan file.



Register for FREE No Credit Card Required
Or Start FREE 30-day trial now >>

Members enjoy Free features

  • Customize and follow a diversified strategic allocation portfolio for your 401k, IRA and brokerage investments within minutes
  • Receive monthly or quarterly re-balance emails
  • Enter funds and percentages in your portfolio, see its historical performance and receive ongoing rebalance emails
  • Real time fund ranking and selection for your plans
  • Quality retirement investing newsletter emails
  • Fund ranking and selection for your plans

Tens of thousands of users have signed up!

Join Now (Free)
No Credit Card Required

User names can only consist of alphabetic and
numeric characters.(eg: 0-9a-zA-Z)
I agree to the Terms of use

Login With Facebook:

Get Started Now. It's Free!

Get portfolio suggestions for your
401k plan or brokerage accounts

Powered by MyPlanIQ
You have created an account on MyPlanIQ.com by using this email "", please login MyPlanIQ account or reset your password.