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Zebra Intelligence 401k Plan
Investment Model Portfolios

Zebra Intelligence Inc. operates Islands and is a leading platform for creators to engage and monetize through their followers. 

Investment options of Zebra Intelligence 401k Plan

Total Available Funds: 32
Asset Class Ticker Description
US EQUITY
LARGE BLEND VFIAX Vanguard 500 Index Admiral
LARGE GROWTH VIGAX Vanguard Growth Index Adm
LARGE VALUE VVIAX Vanguard Value Index Adm
LARGE BLEND VFTAX Vanguard FTSE Social Index Admiral
LARGE VALUE VEIRX Vanguard Equity-Income Adm
LARGE GROWTH RGAGX American Funds Growth Fund of Amer R6
LARGE BLEND TRPSX TIAA-CREF Social Choice Eq Premier
MID-CAP BLEND VIMAX Vanguard Mid Cap Index Adm
MID-CAP BLEND VEXAX Vanguard Extended Market Idx Adm
MID-CAP VALUE VMVAX Vanguard Mid-Cap Value Index Admiral
SMALL VALUE VSIAX Vanguard Small Cap Value Index Admiral
SMALL BLEND VTMSX Vanguard Tax-Managed Small Cap Adm
SMALL BLEND VSTCX Vanguard Strategic Small-Cap Equity Inv
INTERNATIONAL EQUITY
Foreign Large Blend VTMGX Vanguard Tax-Managed Intl Adm
Foreign Large Blend VTIAX Vanguard Total Intl Stock Index Admiral
Foreign Large Blend DFALX DFA Large Cap International I
Emerging Market
DIVERSIFIED EMERGING MKTS VEMAX Vanguard Emerging Mkts Stock Idx Adm
FIXED INCOME
Intermediate-Term Bond VBTLX Vanguard Total Bond Market Index Adm
Inflation-Protected Bond VTAPX Vanguard Short-Term Inflation-Protected Securities Index
LONG GOVERNMENT VLGSX Vanguard Long-Term Govt Bd Idx Signal
Inflation-Protected Bond VAIPX Vanguard Inflation-Protected Secs Adm
SHORT GOVERNMENT VSGDX Vanguard Short-Term Federal Adm
Intermediate Government VFIJX Vanguard GNMA Adm
Short-Term Bond VSCSX Vanguard Short-Term Corp Bd Idx Signal
Short-Term Bond VFSUX Vanguard Short-Term Investment-Grade Adm
Intermediate-Term Bond DFTEX DFA Intermediate-Term Extnd Qlty Instl
WORLD BOND VTABX Vanguard Total Intl Bd Idx Admiral
WORLD BOND DWFIX DFA World ex US Government Fxd Inc Instl
REAL ESTATE
US Real Estate VGSLX Vanguard REIT Index Adm
REAL ESTATE DFREX DFA Real Estate Securities I
Global Real Estate DFGEX DFA Global Real Estate Securities
Others
ROOT CASH VMFXX Vanguard Money Market

Investment model portfolios

We provide two types of investment model portfolios for Zebra Intelligence 401k Plan 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.

Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Inception
Zebra Intelligence 401k Plan Strategic Asset Allocation - Optimal Moderate NA 17.98% 4.12% 6.94% 6.25% 7.08% 6.47% 6.29%
VFINX (VANGUARD 500 INDEX FUND INVESTOR SHARES) NA 34.25% 10.57% 15.70% 13.31% 14.08% 10.54% 8.97%
VSMGX (VANGUARD LIFESTRATEGY MODERATE GROWTH FUND INVESTOR SHARES) NA 18.09% 3.51% 6.88% 6.22% 7.13% 6.08% 5.92%
Data as of 11/29/2024, AR inception is 12/31/2000

Tactical Asset Allocation Model Portfolio

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

Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Inception
Zebra Intelligence 401k Plan Tactical Asset Allocation Moderate NA 14.97% 1.18% 5.36% 5.17% 6.41% 8.01% 8.32%
VFINX (VANGUARD 500 INDEX FUND INVESTOR SHARES) NA 34.25% 10.57% 15.70% 13.31% 14.08% 10.54% 8.97%
VSMGX (VANGUARD LIFESTRATEGY MODERATE GROWTH FUND INVESTOR SHARES) NA 18.09% 3.51% 6.88% 6.22% 7.13% 6.08% 5.92%
Data as of 11/29/2024, AR inception is 12/31/2000

Asset Allocation Composite Model Portfolio

The following model portfolio is based on the MyPlanIQ Asset Allocation Composite (AAC) strategy.

Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Inception
Zebra Intelligence 401k Plan Asset Allocation Composite Moderate NA 15.03% 1.33% 5.82% 5.38% 6.78% 7.29% 7.75%
VFINX (VANGUARD 500 INDEX FUND INVESTOR SHARES) NA 34.25% 10.57% 15.70% 13.31% 14.08% 10.54% 8.97%
VSMGX (VANGUARD LIFESTRATEGY MODERATE GROWTH FUND INVESTOR SHARES) NA 18.09% 3.51% 6.88% 6.22% 7.13% 6.08% 5.92%
Data as of 11/29/2024, AR inception is 12/31/2000