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MyPlanIQ MPIQ core ETF +++

MPIQ core ETF +++

This Plan is unrated.
Investment Options
Total Available Funds: 35
Asset Class Ticker Description Rating
Emerging Market
DIVERSIFIED EMERGING MKTS VWO VWO
Others
Consumer Cyclical XLY xly
Technology XLK xlk
Technology FDN fdn
INTERNATIONAL EQUITY
Foreign Large Blend VEA VEA
REAL ESTATE
US Real Estate IYR iyr
US Real Estate VNQ VNQ
REAL ESTATE SCHH schh
US EQUITY
LARGE VALUE VTV VTV
MID-CAP BLEND MDY mdy
SMALL BLEND IWM iwm
Total Available Funds: 35
Asset Class Ticker Description Rating
Emerging Market
DIVERSIFIED EMERGING MKTS VWO VWO
Others
Consumer Cyclical XLY xly
Technology XLK xlk
Technology FDN fdn
Technology IGV igv
Technology SOXX soxx
SECTOR EQUITY XLC xlc
EQUITY QUAL qual
INTERNATIONAL EQUITY
Foreign Large Blend VEA VEA
REAL ESTATE
US Real Estate IYR iyr
US Real Estate VNQ VNQ
REAL ESTATE SCHH schh
US Real Estate SRVR srvr
US Real Estate XLRE xlre
US EQUITY
LARGE VALUE VTV VTV
MID-CAP BLEND MDY mdy
SMALL BLEND IWM iwm
Small Growth IWO iwo
Large Growth QQQ QQQ
SMALL BLEND IJR ijr
LARGE BLEND VTI VTI
LARGE BLEND VOO VOO
FIXED INCOME
Intermediate-Term Bond BND BND
Muni National Interm MUB MUB
Intermediate Government IEI IEI
SHORT GOVERNMENT SHY SHY
Ultra Short Government BIL BIL
Intermediate-Term Bond VCIT VCIT
Intermediate-Term Bond VMBS VMBS
Intermediate-Term Bond BOND BOND
High Yield Muni HYD HYD
Intermediate-Term Bond TOTL TOTL
Intermediate-Term Bond FBND FBND
Intermediate-Term Bond FIXD FIXD
ULTRASHORT BOND TFLO tflo
Total Available Funds: 35
  • 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 VWO VWO 97% 3 60 0 0.08% 3.05%
Others
Consumer Cyclical XLY xly 96% 3 60 0 0.09% 0.62%
Technology XLK xlk 95% 3 60 0 0.09% 0.49%
Technology FDN fdn 93% 3 60 0 0.52% 0%
Technology IGV igv 88% 3 60 0 0.41% 0%
Technology SOXX soxx 27% 3 60 0 0.35% 0.8%
SECTOR EQUITY XLC xlc 0% 3 60 0 0.1% 1.38%
EQUITY QUAL qual 0% 3 60 0 NA 1.07%
INTERNATIONAL EQUITY
Foreign Large Blend VEA VEA 97% 3 60 0 0.05% 3.38%
REAL ESTATE
US Real Estate IYR iyr 100% 3 60 0 0.4% 2.38%
US Real Estate VNQ VNQ 95% 3 60 0 0.12% 3.9%
REAL ESTATE SCHH schh 17% 3 60 0 0.07% 3.07%
US Real Estate SRVR srvr 0% 3 60 0 NA 2.93%
US Real Estate XLRE xlre 0% 3 60 0 NA 3.36%
US EQUITY
LARGE VALUE VTV VTV 100% 3 60 0 0.05% 2.32%
MID-CAP BLEND MDY mdy 100% 3 60 0 0.24% 1.29%
SMALL BLEND IWM iwm 99% 3 60 0 0.19% 1.23%
Small Growth IWO iwo 99% 3 60 0 0.24% 0.56%
Large Growth QQQ QQQ 98% 3 60 0 0.2% 0.54%
SMALL BLEND IJR ijr 97% 3 60 0 0.06% 1.51%
LARGE BLEND VTI VTI 96% 3 60 0 0.03% 1.3%
LARGE BLEND VOO VOO 21% 3 60 0 0.03% 1.31%
FIXED INCOME
Intermediate-Term Bond BND BND 99% 3 60 0 0.15% 3.98%
Muni National Interm MUB MUB 99% 3 60 0 0.05% 3.26%
Intermediate Government IEI IEI 98% 3 60 0 0.15% 3.61%
SHORT GOVERNMENT SHY SHY 98% 3 60 0 0.15% 3.69%
Ultra Short Government BIL BIL 83% 3 60 0 0.14% 3.9%
Intermediate-Term Bond VCIT VCIT 36% 3 60 0 0.04% 4.83%
Intermediate-Term Bond VMBS VMBS 36% 3 60 0 0.04% 4.27%
Intermediate-Term Bond BOND BOND 31% 3 60 0 0.56% 5.23%
High Yield Muni HYD HYD 27% 3 60 0 0.35% 4.44%
Intermediate-Term Bond TOTL TOTL 3% 3 60 0 0.55% 5.25%
Intermediate-Term Bond FBND FBND 3% 3 60 0 0.36% 5.13%
Intermediate-Term Bond FIXD FIXD 2% 3 60 0 0.65% 5.17%
ULTRASHORT BOND TFLO tflo 0% 3 60 0 NA 3.95%
Average Expense Ratio: 0.21%
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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*
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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 35 funds, some of them are: VWO, VNQ, IYR, XLRE, VEA, VTI.


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