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MyPlanIQ TJS_TD Ameritrade Commission Free ETFs

TJS_TD Ameritrade Commission Free ETFs

This Plan is unrated.
Investment Options
Total Available Funds: 31
Asset Class Ticker Description Rating
Emerging Market
DIVERSIFIED EMERGING MKTS VEIEX VEIEX
DIVERSIFIED EMERGING MKTS VWO VWO
Others
ROOT CASH CASH
INTERNATIONAL EQUITY
Foreign Large Blend EFA EFA
Foreign Large Blend VEA VEA
Foreign Large Blend VEU VEU
US EQUITY
LARGE BLEND SPY SPY
LARGE BLEND VTI VTI
LARGE VALUE VYM VYM
Total Available Funds: 31
Asset Class Ticker Description Rating
Emerging Market
DIVERSIFIED EMERGING MKTS VEIEX VEIEX
DIVERSIFIED EMERGING MKTS VWO VWO
Others
ROOT CASH CASH
INTERNATIONAL EQUITY
Foreign Large Blend EFA EFA
Foreign Large Blend VEA VEA
Foreign Large Blend VEU VEU
WORLD STOCK ACWI ACWI
EUROPE STOCK VEURX VEURX
DIVERSIFIED PACIFIC/ASIA VPACX VPACX
US EQUITY
LARGE BLEND SPY SPY
LARGE BLEND VTI VTI
LARGE VALUE VYM VYM
LARGE BLEND IVV IVV
LARGE BLEND VIG VIG
REAL ESTATE
Global Real Estate RWO RWO
REAL ESTATE VNQ VNQ
REAL ESTATE VGSIX VGSIX
FIXED INCOME
Intermediate-Term Bond AGG AGG
Intermediate-Term Bond VBMFX VBMFX
SHORT GOVERNMENT SHY SHY
Inflation-Protected Bond TIP TIP
Emerging Markets Bond PCY PCY
High Yield Bond JNK JNK
LONG GOVERNMENT TLT TLT
Long-Term Bond VCLT VCLT
Intermediate-Term Bond VMBS VMBS
COMMODITIES
COMMODITIES BROAD BASKET DBC DBC
Commodities Energy DBO DBO
COMMODITIES BROAD BASKET DJP DJP
COMMODITIES BROAD BASKET PCRIX PCRIX
COMMODITIES BROAD BASKET DPU DPU
Total Available Funds: 31
  • R*: Redemption (Minimum months to hold).
  • RT: Round Trip (number of times allowed to buy/sell in trailing 12 months).
  • WP: Waiting Period (minimum months to wait before buy again).
  • M*:Mark (p: proxy, n: not used).
Asset Class Ticker Description Rating R* RT WP Expense Yield
Emerging Market
DIVERSIFIED EMERGING MKTS VEIEX VEIEX 99% 1 60 0 0.08% 2.88%
DIVERSIFIED EMERGING MKTS VWO VWO 97% 1 60 0 0.08% 3.05%
Others
ROOT CASH CASH 0% 1 60 0 NA 2.53%
INTERNATIONAL EQUITY
Foreign Large Blend EFA EFA 100% 1 60 0 0.33% 3.66%
Foreign Large Blend VEA VEA 97% 1 60 0 0.05% 3.38%
Foreign Large Blend VEU VEU 97% 1 60 0 0.08% 3.35%
WORLD STOCK ACWI ACWI 96% 1 60 0 0.32% 1.77%
EUROPE STOCK VEURX VEURX 89% 1 60 0 0.09% 3.05%
DIVERSIFIED PACIFIC/ASIA VPACX VPACX 19% 1 60 0 0.08% 3.94%
US EQUITY
LARGE BLEND SPY SPY 100% 1 60 0 0.09% 1.25%
LARGE BLEND VTI VTI 96% 1 60 0 0.03% 1.3%
LARGE VALUE VYM VYM 94% 1 60 0 0.08% 2.73%
LARGE BLEND IVV IVV 93% 1 60 0 0.03% 1.36%
LARGE BLEND VIG VIG 93% 1 60 0 0.08% 1.75%
REAL ESTATE
Global Real Estate RWO RWO 96% 1 60 0 0.5% 3.64%
REAL ESTATE VNQ VNQ 95% 1 60 0 0.12% 3.9%
REAL ESTATE VGSIX VGSIX 81% 1 60 0 0.12% 3.76%
FIXED INCOME
Intermediate-Term Bond AGG AGG 100% 1 60 0 0.03% 4.01%
Intermediate-Term Bond VBMFX VBMFX 100% 1 60 0 0.15% 3.9%
SHORT GOVERNMENT SHY SHY 98% 1 60 0 0.15% 3.69%
Inflation-Protected Bond TIP TIP 97% 1 60 0 0.19% 2.86%
Emerging Markets Bond PCY PCY 95% 1 60 0 0.5% 6.39%
High Yield Bond JNK JNK 93% 1 60 0 0.4% 6.65%
LONG GOVERNMENT TLT TLT 91% 1 60 0 0.15% 4.52%
Long-Term Bond VCLT VCLT 91% 1 60 0 0.04% 5.65%
Intermediate-Term Bond VMBS VMBS 36% 1 60 0 0.04% 4.27%
COMMODITIES
COMMODITIES BROAD BASKET DBC DBC 94% 1 60 0 0.85% 3.54%
Commodities Energy DBO DBO 87% 1 60 0 0.75% 3.42%
COMMODITIES BROAD BASKET DJP DJP 86% 1 60 0 0.7% 0%
COMMODITIES BROAD BASKET PCRIX PCRIX 78% 1 60 0 1.96% 7.43%
COMMODITIES BROAD BASKET DPU DPU 16% 1 60 0 0.75% 0%
Average Expense Ratio: 0.29%
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Model Portfolios

Strategic Asset Allocation - Optimal: Click here to see this strategy description
Optimal Weight & Regular Rebalance YTD**
Return		 1Yr
AR*		 3Yr
AR*		 5Yr
AR*		 10Yr
AR*		 15Yr
AR*
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Tactical Asset Allocation: Click here to see this strategy description
Dynamic Asset Switching YTD**
Return		 1Yr
AR*		 3Yr
AR*		 5Yr
AR*		 10Yr
AR*		 15Yr
AR*
Click to Create Model Portfolio

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Asset Allocation Composite: Click here to see this strategy description
Strategic Asset Allocation with Dynamic Risk Adjustment YTD**
Return		 1Yr
AR*		 3Yr
AR*		 5Yr
AR*		 10Yr
AR*		 15Yr
AR*
Click to Create Model Portfolio

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*     AR: Annualized Return
**   YTD: Year to Date (not annualized)
*** The above portfolios are of moderate risk, which means that more than 40% of assets are in fixed income funds.


Description
This plan consists of 31 funds, some of them are: VTI, VEU, DBC, DBO, TLT, AGG.


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