test_TD Ameritrade Commission Free ETFs
Investment Model Portfolios

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.

Investment options of test_TD Ameritrade Commission Free ETFs

Total Available Funds: 101
Asset Class Ticker Description
INTERNATIONAL EQUITY
PACIFIC/ASIA EX-JAPAN STK AAXJ iShares MSCI All Country Asia ex Jpn Idx
WORLD STOCK ACWI iShares MSCI ACWI Index
Foreign Large Growth EFG iShares MSCI EAFE Growth Index
Foreign Large Value EFV iShares MSCI EAFE Value Index
PACIFIC/ASIA EX-JAPAN STK EPI WisdomTree India Earnings
PACIFIC/ASIA EX-JAPAN STK EWA iShares MSCI Australia Index
Foreign Large Value EWC iShares MSCI Canada Index
EUROPE STOCK EWG iShares MSCI Germany Index
EUROPE STOCK EWI iShares MSCI Italy Index
JAPAN STOCK EWJ iShares MSCI Japan Index
EUROPE STOCK EWP iShares MSCI Spain Index
EUROPE STOCK EWQ iShares MSCI France Index
EUROPE STOCK EWU iShares MSCI United Kingdom Index
EUROPE STOCK FEZ SPDR DJ EURO STOXX 50
PACIFIC/ASIA EX-JAPAN STK FXI iShares FTSE/Xinhua China 25 Index
EUROPE STOCK GUR SPDR S&P Emerging Europe
PACIFIC/ASIA EX-JAPAN STK GXC SPDR S&P China
WORLD STOCK IOO iShares S&P Global 100 Index
EUROPE STOCK RSX Market Vectors Russia ETF
Foreign Small/Mid Value SCZ iShares MSCI EAFE Small Cap Index
Foreign Large Blend VEA Vanguard Europe Pacific ETF
Foreign Large Blend VEU Vanguard FTSE All-World ex-US ETF
EUROPE STOCK VGK Vanguard European ETF
FOREIGN SMALL/MID GROWTH VSS Vanguard FTSE All-Wld ex-US SmCp Idx ETF
WORLD STOCK VT Vanguard Total World Stock Index ETF
FIXED INCOME
Intermediate-Term Bond AGG iShares Barclays Aggregate Bond
Intermediate-Term Bond BIV Vanguard Intermediate-Term Bond ETF
Long-Term Bond BLV Vanguard Long-Term Bond Index ETF
Intermediate-Term Bond BND Vanguard Total Bond Market ETF
Short-Term Bond BSV Vanguard Short-Term Bond ETF
WORLD BOND BWX SPDR Lehman Intl Treasury Bond
Intermediate-Term Bond CIU iShares Barclays Intermediate Credit Bd
Short-Term Bond CSJ iShares Barclays 1-3 Year Credit Bond
LONG GOVERNMENT EDV Vanguard Extended Dur Trs Idx ETF
Multisector Bond GVI iShares Barclays Interm Govt/Credit Bond
Intermediate Government IEI iShares Barclays 3-7 Year Treasury Bond
Muni National Interm ITM Market Vectors Intermediate Municipal
High Yield Bond JNK SPDR Lehman High Yield Bond
Long-Term Bond LQD iShares iBoxx $ Invest Grade Corp Bond
Intermediate-Term Bond MBB iShares Barclays MBS Bond
Muni National Long MUB iShares S&P National Municipal Bond
Emerging Markets Bond PCY PowerShares Emerging Mkts Sovereign Debt
Muni National Short SHM SPDR Lehman Short Term Municipal Bond
SHORT GOVERNMENT SHY iShares Barclays 1-3 Year Treasury Bond
Muni National Long TFI SPDR Lehman Municipal Bond
Inflation-Protected Bond TIP iShares Barclays TIPS Bond
LONG GOVERNMENT TLT iShares Barclays 20+ Year Treas Bond
Intermediate-Term Bond VCIT Vanguard Interm-Tm Corp Bd Idx ETF
Long-Term Bond VCLT Vanguard Long-Term Corp Bond Idx ETF
Short-Term Bond VCSH Vanguard Short-Term Corp Bd Idx ETF
Intermediate Government VGIT Vanguard Interm-Tm Govt Bd Idx ETF
LONG GOVERNMENT VGLT Vanguard Long-Term Govt Bd Idx ETF
SHORT GOVERNMENT VGSH Vanguard Short-Term Govt Bd Idx ETF
Intermediate-Term Bond VMBS Vanguard Mortgage-Backed Sec Idx ETF
WORLD BOND WIP SPDR DB Intl Govt Infl-Protected Bond
Others
World Allocation AOA iShares S&P Aggressive Allocation
Conservative Allocation AOK iShares S&P Conservative Allocation
Moderate Allocation AOM iShares S&P Moderate Allocation
World Allocation AOR iShares S&P Growth Allocation
EQUITY ICI iPath Optimized Currency Carry ETN
EQUITY JEM Barclays GEMS Index ETN
Emerging Market
DIVERSIFIED EMERGING MKTS BKF iShares MSCI BRIC Index
DIVERSIFIED EMERGING MKTS EWX SPDR S&P Emerging Markets Small Cap
Latin America Stock EWZ iShares MSCI Brazil Index
Latin America Stock ILF iShares S&P Latin America 40 Index
DIVERSIFIED EMERGING MKTS VWO Vanguard Emerging Markets Stock ETF
COMMODITIES
COMMODITIES BROAD BASKET DBC PowerShares DB Commodity Idx Trking Fund
Commodities Energy DBO PowerShares DB Oil
COMMODITIES BROAD BASKET DJP iPath Dow Jones-AIG Commodity Idx TR ETN
COMMODITIES BROAD BASKET DPU PowerShares DB Commodity Long ETN
US EQUITY
MID-CAP BLEND IJH iShares S&P MidCap 400 Index
SMALL BLEND IJR iShares S&P SmallCap 600 Index
SMALL VALUE IJS iShares S&P SmallCap 600 Value Index
LARGE VALUE IVE iShares S&P 500 Value Index
LARGE BLEND IVV iShares S&P 500 Index
LARGE BLEND IWB iShares Russell 1000 Index
SMALL BLEND IWC iShares Russell Microcap Index
LARGE VALUE IWD iShares Russell 1000 Value Index
LARGE GROWTH IWF iShares Russell 1000 Growth Index
SMALL VALUE IWN iShares Russell 2000 Value Index
Small Growth IWO iShares Russell 2000 Growth Index
Mid-Cap Growth IWP iShares Russell Midcap Growth Index
MID-CAP VALUE IWS iShares Russell Midcap Value Index
LARGE BLEND IWV iShares Russell 3000 Index
LARGE GROWTH MGK Vanguard Mega Cap 300 Gr Index ETF
SMALL BLEND VB Vanguard Small Cap ETF
Small Growth VBK Vanguard Small Cap Growth ETF
SMALL VALUE VBR Vanguard Small Cap Value ETF
LARGE BLEND VIG Vanguard Dividend Appreciation ETF
MID-CAP BLEND VO Vanguard Mid Cap ETF
MID-CAP VALUE VOE Vanguard Mid-Cap Value ETF
Mid-Cap Growth VOT Vanguard Mid-Cap Growth ETF
LARGE BLEND VTI Vanguard Total Stock Market ETF
LARGE VALUE VTV Vanguard Value ETF
LARGE GROWTH VUG Vanguard Growth ETF
MID-CAP BLEND VXF Vanguard Extended Market Index ETF
LARGE VALUE VYM Vanguard High Dividend Yield Indx ETF
REAL ESTATE
Global Real Estate RWO SPDR DJ Wilshire Global Real Estate
REAL ESTATE RWR SPDR DJ Wilshire REIT
Global Real Estate RWX SPDR DJ Wilshire Intl Real Estate
REAL ESTATE VNQ Vanguard REIT Index ETF

Investment model portfolios

We provide two types of investment model portfolios for test_TD Ameritrade Commission Free ETFs participants. You can customize and follow a model portfolio in your plan account.

Types of portfolio strategies

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.

Example model portfolios

The following provides historical returns for example model portfolios with a moderate risk profile (at most 60% in stocks) and their comparison with benchmark index funds. You can customize these portfolios according to your own risk profile.

Strategic Asset Allocation Model Portfolio

The following portfolio is based on the MyPlanIQ Strategic Asset Allocation (SAA) strategy.

The return data shown below all delayed by 3 months. Their latest dates are all the same: 05/01/2025.
AR inception is since 12/31/2000.
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Inception
VFINX (VANGUARD 500 INDEX FUND INVESTOR SHARES) -4.37% 13.03% 12.04% 16.35% 12.16% 12.80% 10.20% 8.27%
VSMGX (VANGUARD LIFESTRATEGY MODERATE GROWTH FUND INVESTOR SHARES) 1.21% 10.24% 6.96% 8.03% 5.81% 6.59% 6.00% 5.62%

Tactical Asset Allocation Model Portfolio

The following portfolio is based on the MyPlanIQ Tactical Asset Allocation (TAA) strategy.

The return data shown below all delayed by 3 months. Their latest dates are all the same: 05/01/2025.
AR inception is since 12/31/2000.
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Inception
VFINX (VANGUARD 500 INDEX FUND INVESTOR SHARES) -4.37% 13.03% 12.04% 16.35% 12.16% 12.80% 10.20% 8.27%
VSMGX (VANGUARD LIFESTRATEGY MODERATE GROWTH FUND INVESTOR SHARES) 1.21% 10.24% 6.96% 8.03% 5.81% 6.59% 6.00% 5.62%

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