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My_First_Plan
Investment Model Portfolios

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Investment options of My_First_Plan

Total Available Funds: 9
Asset Class Ticker Description
Others
ROOT CASH CASH
US EQUITY
LARGE BLEND VTI VTI
LARGE GROWTH QQQ QQQ
LARGE VALUE DVY DVY
SMALL BLEND VB VB
REAL ESTATE
REAL ESTATE VNQ VNQ
FIXED INCOME
Inflation-Protected Bond TIP TIP
COMMODITIES
Commodities Precious Metals GLD GLD
COMMODITIES BROAD BASKET DBC DBC

Investment model portfolios

We provide two types of investment model portfolios for My_First_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.