My Diversified ETFs
Investment Model Portfolios
My ETF plan based on MyPlanIQ Diversified Core Allocation ETF Plan + Vanguard ETF.
Investment options of My Diversified ETFs
Total Available Funds: 85
| Asset Class |
Ticker
| Description |
| US EQUITY |
|
|
| LARGE BLEND |
VTI |
Vanguard Total Stock Market ETF,VTI |
| LARGE GROWTH |
VUG |
Vanguard Growth (ETF),VUG |
| LARGE GROWTH |
QQQ |
PowerShares QQQ Trust, Series 1 (ETF),QQQQ |
| LARGE VALUE |
DVY |
iShares Dow Jones Select Dividend (ETF),DVY |
| LARGE VALUE |
VTV |
Vanguard Value ETF,VTV |
| MID-CAP BLEND |
VO |
Vanguard Mid-Cap ETF,VO |
| Mid-Cap Growth |
VOT |
Vanguard Mid-Cap Growth ETF |
| MID-CAP VALUE |
VOE |
Vanguard Mid-Cap Value ETF |
| SMALL BLEND |
VB |
Vanguard Small-Cap ETF,VB |
| Small Growth |
VBK |
Vanguard Small-Cap Growth ETF,VBK |
| SMALL VALUE |
VBR |
Vanguard Small-Cap Value ETF,VBR |
| LARGE BLEND |
VIG |
Vanguard Dividend Appreciation ETF |
| LARGE VALUE |
VYM |
Vanguard High Dividend Yield Indx ETF |
| LARGE VALUE |
FVD |
First Trust Value Line Dividend Index |
| LARGE VALUE |
SPLV |
PowerShares S&P 500 Low Volatility |
| MID-CAP BLEND |
VXF |
Vanguard Extended Market Index ETF |
|
| INTERNATIONAL EQUITY |
|
|
| Foreign Large Blend |
EFA |
iShares MSCI EAFE Index Fund (ETF),EFA |
| Foreign Large Blend |
VEA |
Vanguard Europe Pacific ETF,VEA |
| Foreign Large Growth |
EFG |
iShares MSCI EAFE Growth Index (ETF),EFG |
| Foreign Large Value |
EFV |
iShares MSCI EAFE Value Index (ETF),EFV |
| Foreign Small/Mid Value |
SCZ |
iShares Trust iShares MSCI EAFE Small Cap Index Fund ETF,SCZ |
| Foreign Large Blend |
VEU |
Vanguard FTSE All-World ex-US ETF |
| EUROPE STOCK |
VGK |
Vanguard MSCI Europe ETF |
| DIVERSIFIED PACIFIC/ASIA |
VPL |
Vanguard MSCI Pacific ETF |
| Foreign Small/Mid Blend |
VSS |
Vanguard FTSE All-Wld ex-US SmCp Idx ETF |
| Foreign Large Blend |
VXUS |
Vanguard Total Intl Stock Idx ETF |
| Foreign Large Value |
IDV |
iShares Dow Jones Intl Select Div Idx |
| Foreign Large Blend |
ACWX |
iShares MSCI ACWI ex US Index |
| EUROPE STOCK |
EWO |
iShares MSCI Austria Investable Mkt Idx |
| EUROPE STOCK |
EWK |
iShares MSCI Belgium Investable Mkt Idx |
| Foreign Large Value |
EWC |
iShares MSCI Canada Index |
| Foreign Large Value |
EFAV |
iShares MSCI EAFE Min Volatility |
| EUROPE STOCK |
EZU |
iShares MSCI EMU Index |
| EUROPE STOCK |
EWQ |
iShares MSCI France Index |
| EUROPE STOCK |
EWG |
iShares MSCI Germany Index |
| EUROPE STOCK |
EIRL |
iShares MSCI Ireland Cppd Invstb Mkt Idx |
| EUROPE STOCK |
EWI |
iShares MSCI Italy Index |
| EUROPE STOCK |
EWN |
iShares MSCI Netherlands Invstbl Mkt Idx |
| EUROPE STOCK |
EPOL |
iShares MSCI Poland Investable Mkt Index |
| EUROPE STOCK |
EWP |
iShares MSCI Spain Index |
| EUROPE STOCK |
EWD |
iShares MSCI Sweden Index |
| EUROPE STOCK |
EWL |
iShares MSCI Switzerland Index |
| EUROPE STOCK |
EWU |
iShares MSCI United Kingdom Index |
| EUROPE STOCK |
IEV |
iShares S&P Europe 350 Index |
|
| Emerging Market |
|
|
| DIVERSIFIED EMERGING MKTS |
VWO |
Vanguard Emerging Markets ETF,VWO |
| DIVERSIFIED EMERGING MKTS |
DEM |
WisdomTree Emerging Markets Equity Inc |
| DIVERSIFIED EMERGING MKTS |
DVYE |
iShares Emerging Markets Dividend |
| Latin America Stock |
EPU |
iShares MSCI All Peru Capped Index |
| Latin America Stock |
EWZS |
iShares MSCI Brazil Small Cap Index |
| DIVERSIFIED EMERGING MKTS |
EEME |
iShares MSCI Emerging Markets EMEA |
| Latin America Stock |
EEML |
iShares MSCI Emerging Markets Latin Amer |
| India Equity |
SMIN |
iShares MSCI India Small Cap |
| India Equity |
INDY |
iShares S&P India Nifty 50 Index |
|
| REAL ESTATE |
|
|
| REAL ESTATE |
VNQ |
Vanguard REIT ETF,VNQ |
| Global Real Estate |
VNQI |
Vanguard Global ex-US Real Estate ETF |
|
| FIXED INCOME |
|
|
| SHORT GOVERNMENT |
SHY |
iShares Lehman 1-3 Year Treas.Bond (ETF),SHY |
| LONG GOVERNMENT |
IEF |
iShares Lehman 7-10 Yr Treas. Bond (ETF),IEF |
| Intermediate Government |
IEI |
iShares Lehman 3-7 Yr Treasury Bond(ETF),IEI |
| Intermediate-Term Bond |
BND |
Vanguard Total Bond Market ETF,BND |
| Long-Term Bond |
LQD |
iShares IBoxx $ Invest Grade Corp Bd Fd,LQD |
| Short-Term Bond |
CSJ |
iShares Barclays 1-3 Year Cred Bd Fd ETF,CSJ |
| Intermediate-Term Bond |
CIU |
iShares Barclays Inter Crd Bd Fund ETF),CIU |
| High Yield Bond |
HYG |
iShares iBoxx $ High Yid Corp Bond (ETF),HYG |
| Inflation-Protected Bond |
TIP |
iShares Barclays TIPS Bond Fund (ETF),TIP |
| WORLD BOND |
WIP |
SPDR DB Int |
| Intermediate-Term Bond |
VMBS |
Vanguard Mortgage-Backed Sec Idx ETF |
| WORLD BOND |
BWX |
SPDR Barclays Capital Intl Tresy Bd ETF,BWX |
| Emerging Markets Bond |
EMB |
iShares JPMorgan USD Emer Mkt Bnd Fd ETF,EMB |
| Inflation-Protected Bond |
STPZ |
PIMCO 1-5 Year US TIPS Index ETF |
| Inflation-Protected Bond |
LTPZ |
PIMCO 15 Year US TIPS Index ETF |
| Short-Term Bond |
VCSH |
Vanguard Short-Term Corp Bd Idx ETF |
| Short-Term Bond |
BSV |
Vanguard Short-Term Bond ETF |
| Intermediate-Term Bond |
BOND |
PIMCO Total Return ETF |
|
| Others |
|
|
| ROOT |
CASH |
Money Market |
| Managed Futures |
LSC |
ELEMENTS S&P CTI ETN |
| Managed Futures |
WDTI |
WisdomTree Managed Futures |
| Consumer Cyclical |
AXDI |
iShares MSCI ACWI ex US Cnsmr Dscrtn Idx |
| Consumer Defensive |
AXSL |
iShares MSCI ACWI ex US Cnsmr Stpls Idx |
|
| COMMODITIES |
|
|
| Commodities Agriculture |
DBA |
PowerShares DB Agriculture |
| Commodities Industrial Metals |
DBB |
PowerShares DB Base Metals |
| COMMODITIES BROAD BASKET |
DBC |
PowerShares DB Commodity Index Tracking |
| Commodities Energy |
DBO |
PowerShares DB Oil |
| Commodities Precious Metals |
GLD |
SPDR Gold Shares |
| Commodities Precious Metals |
SLV |
iShares Silver Trust |
| Commodities Precious Metals |
DBP |
PowerShares DB Precious Metals |
|
Investment model portfolios
We provide two types of investment model portfolios for My Diversified ETFs participants. You can customize and follow a model portfolio in your plan account.
Types of portfolio strategies
- Strategic asset allocation portfolio: It invests in a diversified portfolio of multiple assets, buy-and-hold without frequently changing the asset allocation weights.
- Suitable: For long-term (more than 15 years, preferably more than 20 years), want to be tax efficient and can withstand interim drawdown or loss as high as 50% or more.
- Pros:
- Less error-prone
- Infrequent rebalancing or transactions
- Tax efficient for taxable brokerage investments
- Cons:
- Interim loss or drawdown can be substantial
- Possible low returns for an extended period, such as 10 years or longer
- Tactical asset allocation portfolio: it invests in a diversified portfolio of multiple assets, dynamically adjust stock and bond allocations to minimize losses during market stress.
- Suitable: For long-term (more than 10 years or preferably longer) capital. Investors are willing to rebalance as frequent as monthly.
- Pros:
- Reduce large interim loss or drawdown
- Less sensitive to investment entry point
- Likely to improve returns
- Cons
- Demand more frequent rebalancing or transactions
- Less tax efficient — more suitable in a tax-deferred account such as 401(k) or IRA
- Can experience a period of lower returns compared to a broad-based strategic allocation or a buy-and-hold benchmark, especially in some bull markets
These portfolios are proactively monitored and rebalanced on a monthly basis when needed, ensuring it remains in line with its target allocation.
Let us know (Email us) if you need help to create a custom model portfolio for your plan.
