MyPlanIQ Major Brokerage Investor TD Ameritrade Commission Free ETFs

TD Ameritrade Commission Free ETFs

This Plan is unrated.
Investment Options
Total Available Funds: 68
Asset Class Ticker Description Rating
Emerging Market
DIVERSIFIED EMERGING MKTS VWO Vanguard MSCI Emerging Markets ETF
REAL ESTATE
Global Real Estate RWX SPDR Dow Jones Intl Real Estate
REAL ESTATE RWR SPDR Dow Jones REIT
Global Real Estate RWO SPDR Dow Jones Global Real Estate
INTERNATIONAL EQUITY
Foreign Large Value EFV iShares MSCI EAFE Value Index
Foreign Large Growth EFG iShares MSCI EAFE Growth Index
Foreign Large Blend VEA Vanguard MSCI EAFE ETF
COMMODITIES
COMMODITIES BROAD BASKET DBC PowerShares DB Commodity Index Tracking
COMMODITIES BROAD BASKET DJP iPath DJ-UBS Commodity Index TR ETN
Total Available Funds: 68
Asset Class Ticker Description Rating
Emerging Market
DIVERSIFIED EMERGING MKTS VWO Vanguard MSCI Emerging Markets ETF
REAL ESTATE
Global Real Estate RWX SPDR Dow Jones Intl Real Estate
REAL ESTATE RWR SPDR Dow Jones REIT
Global Real Estate RWO SPDR Dow Jones Global Real Estate
REAL ESTATE VNQ Vanguard REIT Index ETF
INTERNATIONAL EQUITY
Foreign Large Value EFV iShares MSCI EAFE Value Index
Foreign Large Growth EFG iShares MSCI EAFE Growth Index
Foreign Large Blend VEA Vanguard MSCI EAFE ETF
Foreign Large Blend VEU Vanguard FTSE All-World ex-US ETF
WORLD STOCK ACWI iShares MSCI ACWI Index
EUROPE STOCK VGK Vanguard MSCI Europe ETF
WORLD STOCK VT Vanguard Total World Stock Index ETF
Foreign Small/Mid Blend VSS Vanguard FTSE All-Wld ex-US SmCp Idx ETF
COMMODITIES
COMMODITIES BROAD BASKET DBC PowerShares DB Commodity Index Tracking
COMMODITIES BROAD BASKET DJP iPath DJ-UBS Commodity Index TR 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
Small Growth IWO iShares Russell 2000 Growth Index
LARGE GROWTH VUG Vanguard Growth ETF
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
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
LARGE BLEND OEF iShares S&P 100 Index
MID-CAP BLEND VO Vanguard Mid-Cap ETF
FIXED INCOME
Muni National Long TFI SPDR Nuveen Barclays Capital Muni Bond
Intermediate-Term Bond AGG iShares Core Total US Bond Market ETF
Intermediate-Term Bond BIV Vanguard Intermediate-Term Bond ETF
Muni National Short SHM SPDR Nuveen Barclays Capital S/T Muni Bd
Intermediate-Term Bond BND Vanguard Total Bond Market ETF
Short-Term Bond BSV Vanguard Short-Term Bond ETF
Intermediate-Term Bond GVI iShares Barclays Interm Govt/Credit Bond
Muni National Interm MUB iShares S&P National AMT-Free Muni Bd
Intermediate-Term Bond MBB iShares Barclays MBS Bond
Intermediate Government IEI iShares Barclays 3-7 Year Treasury Bond
SHORT GOVERNMENT SHY iShares Barclays 1-3 Year Treasury Bond
Inflation-Protected Bond TIP iShares Barclays TIPS Bond
WORLD BOND BWX SPDR Barclays Capital Intl Treasury Bond
WORLD BOND WIP SPDR DB Intl Govt Infl-Protected Bond
Emerging Markets Bond PCY PowerShares Emerging Mkts Sovereign Debt
High Yield Bond JNK SPDR Barclays Capital High Yield Bond
Long-Term Bond LQD iShares iBoxx $ Invest Grade Corp Bond
Inflation-Protected Bond STPZ PIMCO 1-5 Year US TIPS Index ETF
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
LONG GOVERNMENT VGLT Vanguard Long-Term Govt Bd 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: 68
  • 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 97% 1 60 0 0.08% 3.51%
REAL ESTATE
Global Real Estate RWX SPDR Dow Jones Intl Real Estate 98% 1 60 0 0.59% 4.27%
REAL ESTATE RWR SPDR Dow Jones REIT 95% 1 60 0 0.25% 3.84%
Global Real Estate RWO SPDR Dow Jones 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%
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%
Foreign Large Blend VEA Vanguard MSCI EAFE 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%
WORLD STOCK ACWI iShares MSCI ACWI Index 96% 1 60 0 0.32% 1.79%
EUROPE STOCK VGK Vanguard MSCI Europe ETF 96% 1 60 0 0.09% 3.12%
WORLD STOCK VT Vanguard Total World Stock Index ETF 95% 1 60 0 0.07% 1.99%
Foreign Small/Mid Blend 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 Index Tracking 94% 1 60 0 0.85% 4.95%
COMMODITIES BROAD BASKET DJP iPath DJ-UBS Commodity Index TR ETN 86% 1 60 0 0.7% 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%
Small Growth IWO iShares Russell 2000 Growth Index 99% 1 60 0 0.24% 0.7%
LARGE GROWTH VUG Vanguard Growth ETF 99% 1 60 0 0.04% 0.53%
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%
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%
LARGE BLEND OEF iShares S&P 100 Index 70% 1 60 0 0.2% 1.1%
MID-CAP BLEND VO Vanguard Mid-Cap ETF 6% 1 60 0 0.04% 1.47%
FIXED INCOME
Muni National Long TFI SPDR Nuveen Barclays Capital Muni Bond 100% 1 60 0 0.23% 2.47%
Intermediate-Term Bond AGG iShares Core Total US Bond Market ETF 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 Nuveen Barclays Capital S/T Muni Bd 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%
Intermediate-Term Bond GVI iShares Barclays Interm Govt/Credit Bond 99% 1 60 0 0.2% 2.86%
Muni National Interm MUB iShares S&P National AMT-Free Muni Bd 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%
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%
WORLD BOND BWX SPDR Barclays Capital Intl Treasury Bond 97% 1 60 0 0.35% 1.72%
WORLD BOND WIP SPDR DB Intl Govt Infl-Protected Bond 95% 1 60 0 0.5% 6.4%
Emerging Markets Bond PCY PowerShares Emerging Mkts Sovereign Debt 95% 1 60 0 0.5% 6.7%
High Yield Bond JNK SPDR Barclays Capital High Yield Bond 94% 1 60 0 0.4% 6.43%
Long-Term Bond LQD iShares iBoxx $ Invest Grade Corp Bond 64% 1 60 0 0.14% 4.15%
Inflation-Protected Bond STPZ PIMCO 1-5 Year US TIPS Index ETF 40% 1 60 0 0.2% 1.84%
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%
LONG GOVERNMENT VGLT Vanguard Long-Term Govt Bd Idx ETF 22% 1 60 0 0.04% 3.29%
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 18% 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: 0.18%
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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 1.4% 6.1% 2.3% 5.1% 5.0% 6.3%

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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.


Other Related Portfolios YTD**
Return		 1Yr
AR*		 3Yr
AR*		 5Yr
AR*		 10Yr
AR*
TD Ameritrade Commission Free ETFs Tactical Asset Allocation Most Aggressive 0.2% 2.1% 2.8% 6.4% 2.6%
Description
The plan consists of 68 funds. It covers 6 major asset classes and 32 minor asset classes. The major asset classes it covers are Foreign Equity, Fixed Income, Commodity, US Equity, REITs and Emerging Market Equity.

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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