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MyPlanIQ Major Brokerage Investor My Diversified ETFs

My Diversified ETFs

This Plan is unrated.
Investment Options
Total Available Funds: 85
Asset Class Ticker Description Rating
Emerging Market
DIVERSIFIED EMERGING MKTS DEM WisdomTree Emerging Markets Equity Inc
DIVERSIFIED EMERGING MKTS VWO Vanguard Emerging Markets ETF,VWO
Latin America Stock EWZS iShares MSCI Brazil Small Cap Index
Others
Consumer Defensive AXSL iShares MSCI ACWI ex US Cnsmr Stpls Idx
Consumer Cyclical AXDI iShares MSCI ACWI ex US Cnsmr Dscrtn Idx
Managed Futures WDTI WisdomTree Managed Futures
INTERNATIONAL EQUITY
EUROPE STOCK EZU iShares MSCI EMU Index
Foreign Large Blend EFA iShares MSCI EAFE Index Fund (ETF),EFA
Foreign Large Value EFV iShares MSCI EAFE Value Index (ETF),EFV
Total Available Funds: 85
Asset Class Ticker Description Rating
Emerging Market
DIVERSIFIED EMERGING MKTS DEM WisdomTree Emerging Markets Equity Inc
DIVERSIFIED EMERGING MKTS VWO Vanguard Emerging Markets ETF,VWO
Latin America Stock EWZS iShares MSCI Brazil Small Cap Index
India Equity INDY iShares S&P India Nifty 50 Index
India Equity SMIN iShares MSCI India Small Cap
DIVERSIFIED EMERGING MKTS DVYE iShares Emerging Markets Dividend
Latin America Stock EPU iShares MSCI All Peru Capped Index
Latin America Stock EEML iShares MSCI Emerging Markets Latin Amer
DIVERSIFIED EMERGING MKTS EEME iShares MSCI Emerging Markets EMEA
Others
Consumer Defensive AXSL iShares MSCI ACWI ex US Cnsmr Stpls Idx
Consumer Cyclical AXDI iShares MSCI ACWI ex US Cnsmr Dscrtn Idx
Managed Futures WDTI WisdomTree Managed Futures
Managed Futures LSC ELEMENTS S&P CTI ETN
ROOT CASH Money Market
INTERNATIONAL EQUITY
EUROPE STOCK EZU iShares MSCI EMU Index
Foreign Large Blend EFA iShares MSCI EAFE Index Fund (ETF),EFA
Foreign Large Value EFV iShares MSCI EAFE Value Index (ETF),EFV
Foreign Large Growth EFG iShares MSCI EAFE Growth Index (ETF),EFG
Foreign Large Blend ACWX iShares MSCI ACWI ex US Index
Foreign Large Blend VEA Vanguard Europe Pacific ETF,VEA
Foreign Large Blend VEU Vanguard FTSE All-World ex-US ETF
EUROPE STOCK VGK Vanguard MSCI Europe ETF
Foreign Small/Mid Value SCZ iShares Trust iShares MSCI EAFE Small Cap Index Fund ETF,SCZ
EUROPE STOCK IEV iShares S&P Europe 350 Index
Foreign Large Value IDV iShares Dow Jones Intl Select Div Idx
Foreign Large Value EWC iShares MSCI Canada Index
EUROPE STOCK EWQ iShares MSCI France Index
EUROPE STOCK EWN iShares MSCI Netherlands Invstbl Mkt Idx
EUROPE STOCK EWG iShares MSCI Germany Index
EUROPE STOCK EWL iShares MSCI Switzerland Index
EUROPE STOCK EWI iShares MSCI Italy Index
EUROPE STOCK EWU iShares MSCI United Kingdom Index
EUROPE STOCK EWK iShares MSCI Belgium Investable Mkt Idx
EUROPE STOCK EWO iShares MSCI Austria Investable Mkt Idx
EUROPE STOCK EWD iShares MSCI Sweden Index
EUROPE STOCK EWP iShares MSCI Spain Index
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
EUROPE STOCK EPOL iShares MSCI Poland Investable Mkt Index
Foreign Large Value EFAV iShares MSCI EAFE Min Volatility
EUROPE STOCK EIRL iShares MSCI Ireland Cppd Invstb Mkt Idx
US EQUITY
LARGE VALUE DVY iShares Dow Jones Select Dividend (ETF),DVY
LARGE VALUE VTV Vanguard Value ETF,VTV
LARGE GROWTH VUG Vanguard Growth (ETF),VUG
Small Growth VBK Vanguard Small-Cap Growth ETF,VBK
SMALL VALUE VBR Vanguard Small-Cap Value ETF,VBR
LARGE GROWTH QQQ PowerShares QQQ Trust, Series 1 (ETF),QQQQ
Mid-Cap Growth VOT Vanguard Mid-Cap Growth ETF
LARGE BLEND VTI Vanguard Total Stock Market ETF,VTI
SMALL BLEND VB Vanguard Small-Cap ETF,VB
LARGE VALUE FVD First Trust Value Line Dividend Index
MID-CAP VALUE VOE Vanguard Mid-Cap Value ETF
MID-CAP BLEND VXF Vanguard Extended Market Index ETF
LARGE VALUE VYM Vanguard High Dividend Yield Indx ETF
LARGE BLEND VIG Vanguard Dividend Appreciation ETF
LARGE VALUE SPLV PowerShares S&P 500 Low Volatility
MID-CAP BLEND VO Vanguard Mid-Cap ETF,VO
REAL ESTATE
REAL ESTATE VNQ Vanguard REIT ETF,VNQ
Global Real Estate VNQI Vanguard Global ex-US Real Estate ETF
FIXED INCOME
LONG GOVERNMENT IEF iShares Lehman 7-10 Yr Treas. Bond (ETF),IEF
Intermediate-Term Bond BND Vanguard Total Bond Market ETF,BND
Short-Term Bond BSV Vanguard Short-Term Bond ETF
Intermediate Government IEI iShares Lehman 3-7 Yr Treasury Bond(ETF),IEI
WORLD BOND BWX SPDR Barclays Capital Intl Tresy Bd ETF,BWX
SHORT GOVERNMENT SHY iShares Lehman 1-3 Year Treas.Bond (ETF),SHY
Inflation-Protected Bond TIP iShares Barclays TIPS Bond Fund (ETF),TIP
WORLD BOND WIP SPDR DB Int
High Yield Bond HYG iShares iBoxx $ High Yid Corp Bond (ETF),HYG
Emerging Markets Bond EMB iShares JPMorgan USD Emer Mkt Bnd Fd ETF,EMB
Inflation-Protected Bond LTPZ PIMCO 15 Year US TIPS Index ETF
Long-Term Bond LQD iShares IBoxx $ Invest Grade Corp Bd Fd,LQD
Inflation-Protected Bond STPZ PIMCO 1-5 Year US TIPS Index ETF
Intermediate-Term Bond VMBS Vanguard Mortgage-Backed Sec Idx ETF
Short-Term Bond VCSH Vanguard Short-Term Corp Bd Idx ETF
Intermediate-Term Bond BOND PIMCO Total Return ETF
Intermediate-Term Bond CIU iShares Barclays Inter Crd Bd Fund ETF),CIU
Short-Term Bond CSJ iShares Barclays 1-3 Year Cred Bd Fd ETF,CSJ
COMMODITIES
Commodities Agriculture DBA PowerShares DB Agriculture
Commodities Industrial Metals DBB PowerShares DB Base Metals
Commodities Precious Metals DBP PowerShares DB Precious Metals
COMMODITIES BROAD BASKET DBC PowerShares DB Commodity Index Tracking
Commodities Precious Metals GLD SPDR Gold Shares
Commodities Precious Metals SLV iShares Silver Trust
Commodities Energy DBO PowerShares DB Oil
Total Available Funds: 85
  • 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 DEM WisdomTree Emerging Markets Equity Inc 99% 0 60 0 0.63% 4.74%
DIVERSIFIED EMERGING MKTS VWO Vanguard Emerging Markets ETF,VWO 97% 0 60 0 0.08% 3.05%
Latin America Stock EWZS iShares MSCI Brazil Small Cap Index 86% 0 60 0 0.58% 3.95%
India Equity INDY iShares S&P India Nifty 50 Index 57% 0 60 0 0.89% 7.47%
India Equity SMIN iShares MSCI India Small Cap 38% 0 60 0 0.74% 1.88%
DIVERSIFIED EMERGING MKTS DVYE iShares Emerging Markets Dividend 34% 0 60 0 0.49% 6.15%
Latin America Stock EPU iShares MSCI All Peru Capped Index 32% 0 60 0 0.58% 2.53%
Latin America Stock EEML iShares MSCI Emerging Markets Latin Amer 0% 0 60 0 0.49% 2.31%
DIVERSIFIED EMERGING MKTS EEME iShares MSCI Emerging Markets EMEA 0% 0 60 0 0.49% 2.98%
Others
Consumer Defensive AXSL iShares MSCI ACWI ex US Cnsmr Stpls Idx 0% 0 60 0 0.48% 2.07%
Consumer Cyclical AXDI iShares MSCI ACWI ex US Cnsmr Dscrtn Idx 0% 0 60 0 0.48% 2.19%
Managed Futures WDTI WisdomTree Managed Futures 0% 0 60 0 0.96% 0%
Managed Futures LSC ELEMENTS S&P CTI ETN 0% 0 60 0 0.75% 0%
ROOT CASH Money Market 0% 0 60 0 NA 2.53%
INTERNATIONAL EQUITY
EUROPE STOCK EZU iShares MSCI EMU Index 100% 0 60 0 0.51% 3.1%
Foreign Large Blend EFA iShares MSCI EAFE Index Fund (ETF),EFA 100% 0 60 0 0.33% 3.66%
Foreign Large Value EFV iShares MSCI EAFE Value Index (ETF),EFV 99% 0 60 0 0.34% 4.68%
Foreign Large Growth EFG iShares MSCI EAFE Growth Index (ETF),EFG 99% 0 60 0 0.36% 2.63%
Foreign Large Blend ACWX iShares MSCI ACWI ex US Index 98% 0 60 0 0.34% 3.18%
Foreign Large Blend VEA Vanguard Europe Pacific ETF,VEA 97% 0 60 0 0.05% 3.38%
Foreign Large Blend VEU Vanguard FTSE All-World ex-US ETF 97% 0 60 0 0.08% 3.35%
EUROPE STOCK VGK Vanguard MSCI Europe ETF 95% 0 60 0 0.09% 3.23%
Foreign Small/Mid Value SCZ iShares Trust iShares MSCI EAFE Small Cap Index Fund ETF,SCZ 95% 0 60 0 0.4% 3.63%
EUROPE STOCK IEV iShares S&P Europe 350 Index 93% 0 60 0 0.67% 2.96%
Foreign Large Value IDV iShares Dow Jones Intl Select Div Idx 91% 0 60 0 0.51% 5.81%
Foreign Large Value EWC iShares MSCI Canada Index 87% 0 60 0 0.5% 1.74%
EUROPE STOCK EWQ iShares MSCI France Index 85% 0 60 0 0.5% 2.76%
EUROPE STOCK EWN iShares MSCI Netherlands Invstbl Mkt Idx 83% 0 60 0 0.5% 5.42%
EUROPE STOCK EWG iShares MSCI Germany Index 82% 0 60 0 0.5% 1.62%
EUROPE STOCK EWL iShares MSCI Switzerland Index 80% 0 60 0 0.5% 1.86%
EUROPE STOCK EWI iShares MSCI Italy Index 78% 0 60 0 0.5% 3.2%
EUROPE STOCK EWU iShares MSCI United Kingdom Index 77% 0 60 0 0.5% 4.12%
EUROPE STOCK EWK iShares MSCI Belgium Investable Mkt Idx 75% 0 60 0 0.5% 1.92%
EUROPE STOCK EWO iShares MSCI Austria Investable Mkt Idx 73% 0 60 0 0.5% 2.91%
EUROPE STOCK EWD iShares MSCI Sweden Index 60% 0 60 0 0.54% 3.55%
EUROPE STOCK EWP iShares MSCI Spain Index 57% 0 60 0 0.5% 2.84%
DIVERSIFIED PACIFIC/ASIA VPL Vanguard MSCI Pacific ETF 43% 0 60 0 0.08% 4.07%
Foreign Small/Mid Blend VSS Vanguard FTSE All-Wld ex-US SmCp Idx ETF 41% 0 60 0 0.07% 3.8%
Foreign Large Blend VXUS Vanguard Total Intl Stock Idx ETF 29% 0 60 0 0.07% 3.41%
EUROPE STOCK EPOL iShares MSCI Poland Investable Mkt Index 28% 0 60 0 0.58% 5.48%
Foreign Large Value EFAV iShares MSCI EAFE Min Volatility 27% 0 60 0 0.2% 3.28%
EUROPE STOCK EIRL iShares MSCI Ireland Cppd Invstb Mkt Idx 18% 0 60 0 0.5% 3.02%
US EQUITY
LARGE VALUE DVY iShares Dow Jones Select Dividend (ETF),DVY 100% 0 60 0 0.38% 4%
LARGE VALUE VTV Vanguard Value ETF,VTV 100% 0 60 0 0.05% 2.32%
LARGE GROWTH VUG Vanguard Growth (ETF),VUG 99% 0 60 0 0.04% 0.48%
Small Growth VBK Vanguard Small-Cap Growth ETF,VBK 98% 0 60 0 0.07% 0.6%
SMALL VALUE VBR Vanguard Small-Cap Value ETF,VBR 98% 0 60 0 0.06% 2.18%
LARGE GROWTH QQQ PowerShares QQQ Trust, Series 1 (ETF),QQQQ 98% 0 60 0 0.2% 0.54%
Mid-Cap Growth VOT Vanguard Mid-Cap Growth ETF 97% 0 60 0 0.19% 0.69%
LARGE BLEND VTI Vanguard Total Stock Market ETF,VTI 96% 0 60 0 0.03% 1.3%
SMALL BLEND VB Vanguard Small-Cap ETF,VB 96% 0 60 0 0.03% 1.53%
LARGE VALUE FVD First Trust Value Line Dividend Index 94% 0 60 0 0.65% 2.43%
MID-CAP VALUE VOE Vanguard Mid-Cap Value ETF 94% 0 60 0 0.19% 2.28%
MID-CAP BLEND VXF Vanguard Extended Market Index ETF 94% 0 60 0 0.06% 1.32%
LARGE VALUE VYM Vanguard High Dividend Yield Indx ETF 94% 0 60 0 0.08% 2.73%
LARGE BLEND VIG Vanguard Dividend Appreciation ETF 93% 0 60 0 0.08% 1.75%
LARGE VALUE SPLV PowerShares S&P 500 Low Volatility 21% 0 60 0 0.25% 2.18%
MID-CAP BLEND VO Vanguard Mid-Cap ETF,VO 6% 0 60 0 0.04% 1.61%
REAL ESTATE
REAL ESTATE VNQ Vanguard REIT ETF,VNQ 95% 0 60 0 0.12% 3.9%
Global Real Estate VNQI Vanguard Global ex-US Real Estate ETF 34% 0 60 0 0.12% 4.9%
FIXED INCOME
LONG GOVERNMENT IEF iShares Lehman 7-10 Yr Treas. Bond (ETF),IEF 100% 0 60 0 0.15% 3.88%
Intermediate-Term Bond BND Vanguard Total Bond Market ETF,BND 99% 0 60 0 0.15% 3.98%
Short-Term Bond BSV Vanguard Short-Term Bond ETF 99% 0 60 0 0.07% 3.96%
Intermediate Government IEI iShares Lehman 3-7 Yr Treasury Bond(ETF),IEI 98% 0 60 0 0.15% 3.61%
WORLD BOND BWX SPDR Barclays Capital Intl Tresy Bd ETF,BWX 98% 0 60 0 0.35% 2.25%
SHORT GOVERNMENT SHY iShares Lehman 1-3 Year Treas.Bond (ETF),SHY 98% 0 60 0 0.15% 3.69%
Inflation-Protected Bond TIP iShares Barclays TIPS Bond Fund (ETF),TIP 97% 0 60 0 0.19% 2.86%
WORLD BOND WIP SPDR DB Int 96% 0 60 0 0.5% 5.64%
High Yield Bond HYG iShares iBoxx $ High Yid Corp Bond (ETF),HYG 94% 0 60 0 0.49% 5.89%
Emerging Markets Bond EMB iShares JPMorgan USD Emer Mkt Bnd Fd ETF,EMB 94% 0 60 0 0.39% 5.35%
Inflation-Protected Bond LTPZ PIMCO 15 Year US TIPS Index ETF 65% 0 60 0 0.2% 4.17%
Long-Term Bond LQD iShares IBoxx $ Invest Grade Corp Bd Fd,LQD 64% 0 60 0 0.14% 4.6%
Inflation-Protected Bond STPZ PIMCO 1-5 Year US TIPS Index ETF 38% 0 60 0 0.2% 3.4%
Intermediate-Term Bond VMBS Vanguard Mortgage-Backed Sec Idx ETF 36% 0 60 0 0.04% 4.27%
Short-Term Bond VCSH Vanguard Short-Term Corp Bd Idx ETF 35% 0 60 0 0.04% 4.44%
Intermediate-Term Bond BOND PIMCO Total Return ETF 31% 0 60 0 0.56% 5.23%
Intermediate-Term Bond CIU iShares Barclays Inter Crd Bd Fund ETF),CIU 5% 0 60 0 0.2% 2.59%
Short-Term Bond CSJ iShares Barclays 1-3 Year Cred Bd Fd ETF,CSJ 0% 0 60 0 0.2% 1.81%
COMMODITIES
Commodities Agriculture DBA PowerShares DB Agriculture 99% 0 60 0 0.85% 3.43%
Commodities Industrial Metals DBB PowerShares DB Base Metals 98% 0 60 0 0.75% 3.24%
Commodities Precious Metals DBP PowerShares DB Precious Metals 95% 0 60 0 0.75% 3.37%
COMMODITIES BROAD BASKET DBC PowerShares DB Commodity Index Tracking 94% 0 60 0 0.85% 3.54%
Commodities Precious Metals GLD SPDR Gold Shares 93% 0 60 0 0.4% 0%
Commodities Precious Metals SLV iShares Silver Trust 92% 0 60 0 0.5% 0%
Commodities Energy DBO PowerShares DB Oil 87% 0 60 0 0.75% 3.42%
Average Expense Ratio: 0.36%
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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**
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AR*		 3Yr
AR*		 5Yr
AR*		 10Yr
AR*		 15Yr
AR*
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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*
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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
The plan consists of 45 funds. It covers 6 major asset classes and 29 minor asset classes. The major asset classes it covers are Fixed Income, Commodity, Emerging Market Equity, US Equity, Foreign Equity and REITs.

My ETF plan based on MyPlanIQ Diversified Core Allocation ETF Plan + Vanguard ETF.



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