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Portfolio Name
Strategy Name
MyPlanIQ Static Portfolio John Bogle Late Thirties to Early Forties

John Bogle Late Thirties to Early Forties (Static Portfolio)

live (public) 0.35% June 04

Burton Malkiel Late Thirties to Early Forties Portfolio: ETF allocation and returns
Holdings (As of 06/04/2025)
Asset Fund in this portfolio Price change* Percentage
Equity, U.S., Large Cap (USD) VTI (Vanguard Total Stock Market ETF) 0.01% 33.11%
Equity, U.S., Large Cap (USD) VIG (Vanguard Dividend Appreciation ETF) 0.07% 9.28%
Equity, Emerging Markets, Large Cap (USD) EEM (iShares MSCI Emerging Markets ETF) 1.24% 16.24%
Equity, EAFE, Large Cap (USD) EFA (iShares MSCI EAFE ETF) 0.45% 16.44%
Real Estate, U.S. (USD) VNQ (Vanguard Real Estate ETF) 0.28% 9.87%
Bond, U.S., Ultra Short-Term (USD) BIL (SPDR Bloomberg 1-3 Month T-Bill ETF) 0.0% 5.04%
Bond, Emerging Markets, All-Term (USD) EMB (iShares JP Morgan USD Emerging Markets Bond ETF) 0.38% 5.02%
Bond, U.S., All-Term (USD) LQD (iShares iBoxx $ Investment Grade Corporate Bond ETF) 0.73% 5.00%

* Day change on 06/04/2025.

Performance (As of 06/04/2025)

Since 12/19/2007

Name YTD*
Return
1Yr
AR**
3Yr
AR**
5Yr
AR**
10Yr
AR**
15Yr
AR**
John Bogle Late Thirties to Early Forties 6.0% 12.6% 9.6% 9.7% 8.0% 9.2%
VFINX (Vanguard (S&P 500) Index) 9.3% 19.7% 18.8% 16.4% 13.8% 14.4%
VBINX (Vanguard Balance (60% stocks/40% bonds) 6.6% 13.0% 11.5% 8.7% 8.6% 9.3%

*   YTD: Year to Date
**  AR: Annualized Return
The start date of the charts is 12/19/2007 when all charts have data
Strategies
Asset Allocation Strategy    Rebalance for Static Portfolios

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