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MyPlanIQ 401k Investor Liquid ETF Plan

Liquid ETF Plan

This Plan is unrated.
Investment Options
Total Available Funds: 242
Asset Class Ticker Description Rating
Emerging Market
DIVERSIFIED EMERGING MKTS EEM iShares MSCI Emerging Markets Index
DIVERSIFIED EMERGING MKTS BKF iShares MSCI BRIC Index
DIVERSIFIED EMERGING MKTS DGS WisdomTree Emerging Mkts Small Cap Div
Others
Currency CYB WisdomTree Dreyfus Chinese Yuan
Bear Market DOG Short Dow30 ProShares
Bear Market YCS UltraShort Yen ProShares
INTERNATIONAL EQUITY
EUROPE STOCK EZU iShares MSCI EMU Index
Foreign Large Blend EFA iShares MSCI EAFE Index
Foreign Large Growth EFG iShares MSCI EAFE Growth Index
Total Available Funds: 242
Asset Class Ticker Description Rating
Emerging Market
DIVERSIFIED EMERGING MKTS EEM iShares MSCI Emerging Markets Index
DIVERSIFIED EMERGING MKTS BKF iShares MSCI BRIC Index
DIVERSIFIED EMERGING MKTS DGS WisdomTree Emerging Mkts Small Cap Div
DIVERSIFIED EMERGING MKTS PIE PowerShares DWA Em Mkts Technical Ldrs
DIVERSIFIED EMERGING MKTS VWO Vanguard Emerging Markets Stock ETF
DIVERSIFIED EMERGING MKTS THD iShares MSCI Thailand Invest Mkt Index
DIVERSIFIED EMERGING MKTS BRF Market Vectors Brazil Small-Cap ETF
DIVERSIFIED EMERGING MKTS EZA iShares MSCI South Africa Index
Latin America Stock ECH iShares MSCI Chile Investable Mkt Idx
DIVERSIFIED EMERGING MKTS EDC Direxion Daily Emrg Mkts Bull 3X Shares
Latin America Stock EWW iShares MSCI Mexico Investable Mkt Idx
DIVERSIFIED EMERGING MKTS TUR iShares MSCI Turkey Invest Mkt Index
Latin America Stock EWZ iShares MSCI Brazil Index
Latin America Stock ILF iShares S&P Latin America 40 Index
DIVERSIFIED EMERGING MKTS BIK SPDR S&P BRIC 40
DIVERSIFIED EMERGING MKTS ADRE BLDRS Emerging Markets 50 ADR Index
DIVERSIFIED EMERGING MKTS EEB Claymore/BNY Mellon BRIC ETF
Others
Currency CYB WisdomTree Dreyfus Chinese Yuan
Bear Market DOG Short Dow30 ProShares
Bear Market YCS UltraShort Yen ProShares
EQUITY AGQ ProShares Ultra Silver
SPECIALTY-TECHNOLOGY ROM Ultra Technology ProShares
EQUITY DBA PowerShares DB Agriculture
Bear Market DUG UltraShort Oil & Gas ProShares
Energy ERX Direxion Daily Energy Bull 3x Shares
EQUITY DBB PowerShares DB Base Metals
EQUITY GWX SPDR S&P International Small Cap
Financial FAS Direxion Daily Financial Bull 3x Shares
EQUITY XLE Energy Select Sector SPDR
SPECIALTY-UTILITIES XLU Utilities Select Sector SPDR
SPECIALTY-FINANCIAL XLF Financial Select Sector SPDR
Bear Market DXD UltraShort Dow30 ProShares
SPECIALTY-HEALTH XLV Health Care Select Sector SPDR
EQUITY XLY Consumer Discretionary SPDR
EQUITY XLI Industrial Select Sector SPDR
SPECIALTY-TECHNOLOGY XLK Technology Select Sector SPDR
SPECIALTY-NATURAL RES XLB Materials Select Sector SPDR
Bear Market UDN PowerShares DB US Dollar Index Bearish
Communications IYZ iShares Dow Jones US Telecom
SPECIALTY-REAL ESTATE RWR SPDR DJ Wilshire REIT
SPECIALTY-NATURAL RES MOO Market Vectors Agribusiness ETF
SPECIALTY-PRECIOUS METALS GDX Market Vectors Gold Miners ETF
EQUITY OIH Oil Services HOLDRs
EQUITY XHB SPDR S&P Homebuilders
Bear Market EEV UltraShort MSCI Emerging Mrkts ProShares
Health IBB iShares Nasdaq Biotechnology
Industrials IYT iShares Dow Jones Transportation Average
EQUITY RTH Retail HOLDRs
EQUITY PHO PowerShares Water Resources
SPECIALTY-HEALTH PPH Pharmaceutical HOLDRs
EQUITY XLP Consumer Staples Select Sector SPDR
SPECIALTY-FINANCIAL KIE SPDR KBW Insurance
SPECIALTY-FINANCIAL PSP PowerShares Listed Private Equity
SPECIALTY-TECHNOLOGY SMH Semiconductor HOLDRs
EQUITY PBD PowerShares Global Clean Energy
EQUITY DIG Ultra Oil & Gas ProShares
EQUITY SLV iShares Silver Trust
SPECIALTY-UTILITIES CGW Claymore S&P Global Water
Bear Market EUO UltraShort Euro ProShares
EQUITY FCG First Trust ISE-Revere Natural Gas
EQUITY UUP PowerShares DB US Dollar Index Bullish
EQUITY DGP PowerShares DB Gold Double Long ETN
EQUITY USO United States Oil
Financial IAI iShares Dow Jones US Broker-Dealers
Bear Market ERY Direxion Daily Energy Bear 3x Shares
Financial IAT iShares Dow Jones US Regional Banks
Equity Energy IEO iShares Dow Jones US Oil & Gas Ex Index
Equity Energy IEZ iShares Dow Jones US Oil Equipment Index
Natural Resources IGE iShares S&P North Amer Natural Resources
EQUITY UNG United States Natural Gas
Health IHF iShares Dow Jones US Healthcare Provider
Health IHI iShares Dow Jones US Medical Devices
SPECIALTY-REAL ESTATE URE Ultra Real Estate ProShares
Bear Market EUM Short MSCI Emerging Mrkts ProShares
Equity Energy IXC iShares S&P Global Energy
EQUITY DBO PowerShares DB Oil
SPECIALTY-TECHNOLOGY USD Ultra Semiconductor ProShares
Equity Energy IYE iShares Dow Jones US Energy
Financial IYF iShares Dow Jones US Financial Sector
Financial IYG iShares Dow Jones US Financial Services
EQUITY DJP iPath Dow Jones-AIG Commodity Idx TR ETN
Natural Resources IYM iShares Dow Jones US Basic Materials
Technology IYW iShares Dow Jones US Technology
SPECIALTY-FINANCIAL KBE SPDR KBW Bank
SPECIALTY-FINANCIAL UYG Ultra Financials ProShares
SPECIALTY-FINANCIAL KRE SPDR KBW Regional Banking
Consumer Staples KXI iShares S&P Global Consumer Staples
Natural Resources MXI iShares S&P Global Materials
SPECIALTY-NATURAL RES UYM Ultra Basic Materials ProShares
EQUITY GAZ iPath DJ AIG Natural Gas TR Sub-Idx ETN
EQUITY PBW PowerShares WilderHill Clean Energy
Bear Market FAZ Direxion Daily Financial Bear 3x Shares
Bear Market FXP UltraShort FTSE/Xinhua China 25 ProShare
SPECIALTY-NATURAL RES SLX Market Vectors Steel ETF
EQUITY TAN Claymore/MAC Global Solar Energy
Bear Market TBT UltraShort Lehman 20+ Trsy ProShares
Equity Energy VDE Vanguard Energy ETF
Financial VFH Vanguard Financials ETF
Technology VGT Vanguard Information Technology ETF
SPECIALTY-HEALTH XBI SPDR S&P Biotech
SPECIALTY-NATURAL RES XME SPDR S&P Metals & Mining
EQUITY XOP SPDR S&P Oil & Gas Exploration & Prod
EQUITY XRT SPDR S&P Retail
EQUITY IAU iShares COMEX Gold Trust
Bear Market MZZ UltraShort MidCap400 ProShares
Bear Market PSQ Short QQQ ProShares
EQUITY INP iPath MSCI India Index ETN
EQUITY OIL iPath S&P GSCI Crude Oil Tot Ret Idx ETN
Bear Market QID UltraShort QQQ ProShares
Bear Market RWM Short Russell2000 ProShares
EQUITY RJA ELEMENTS Rogers Intl Commodity Agric ETN
Bear Market SDS UltraShort S&P500 ProShares
SPECIALTY-REAL ESTATE DRN Direxion Daily Real Estate Bull 3x Shares
Bear Market SH Short S&P500 ProShares
Bear Market SKF UltraShort Financials ProShares
Bear Market SRS UltraShort Real Estate ProShares
Bear Market SSG UltraShort Semiconductor ProShares
Bear Market TWM UltraShort Russell2000 ProShares
Bear Market SCO UltraShort DJ-AIG Crude Oil ProShares
Bear Market TZA Direxion Daily Small Cap Bear 3x Shares
Bear Market SMN UltraShort Basic Materials ProShares
Bear Market DRV Direxion Daily Real Estate Bear 3x Shares
MISCELLANEOUS SECTOR VXX iPath S&P 500 VIX Short-Term Futures ETN
Bear Market EDZ Direxion Daily Emerging Markets Bear 3x Shares
EQUITY DTO PowerShares DB Crude Oil Dble Short ETN
SPECIALTY-FINANCIAL RKH Regional Bank HOLDRs
MISCELLANEOUS SECTOR PFF iShares S&P U.S. Preferred Stock Index
EQUITY DZZ PowerShares DB Gold Double Short ETN
Bear Market GLL ProShares Ultra Short Gold
EQUITY PGX PowerShares Preferred
EQUITY KOL Market Vectors Coal ETF
EQUITY PGF PowerShares Financial Preferred
EQUITY UCO Ultra DJ-AIG Crude Oil ProShares
EQUITY DAG PowerShares DB Agriculture Dble Long ETN
EQUITY SEA Claymore/Delta Global Shipping
Bear Market ZSL ProShares Ultra Short Silver
ROOT CASH Money Market
EQUITY TAO Claymore/AlphaShares China Real Estate
SPECIALTY-TECHNOLOGY TYH Direxion Daily Technology Bull 3X Shares
Bear Market TYP Direxion Daily Technology Bear 3X Shares
Bear Market BGZ Direxion Daily Large Cap Bear 3x Shares
INTERNATIONAL EQUITY
EUROPE STOCK EZU iShares MSCI EMU Index
Foreign Large Blend EFA iShares MSCI EAFE Index
Foreign Large Growth EFG iShares MSCI EAFE Growth Index
Foreign Large Blend VEA Vanguard Europe Pacific ETF
Foreign Large Blend VEU Vanguard FTSE All-World ex-US ETF
EUROPE STOCK VGK Vanguard European Stock ETF
Foreign Small/Mid Value SCZ iShares MSCI EAFE Small Cap Index
PACIFIC/ASIA EX-JAPAN STK AAXJ iShares MSCI All Country Asia ex Jpn Idx
EUROPE STOCK IEV iShares S&P Europe 350 Index
PACIFIC/ASIA EX-JAPAN STK FXI iShares FTSE/Xinhua China 25 Index
PACIFIC/ASIA EX-JAPAN STK EPP iShares MSCI Pacific ex-Japan
PACIFIC/ASIA EX-JAPAN STK EWH iShares MSCI Hong Kong Index
Foreign Large Value EWC iShares MSCI Canada Index
PACIFIC/ASIA EX-JAPAN STK GMF SPDR S&P Emerging Asia Pacific
PACIFIC/ASIA EX-JAPAN STK EWT iShares MSCI Taiwan Index
EUROPE STOCK EWG iShares MSCI Germany Index
PACIFIC/ASIA EX-JAPAN STK GXC SPDR S&P China
PACIFIC/ASIA EX-JAPAN STK PGJ PowerShares Gldn Dragon Halter USX China
EUROPE STOCK EWU iShares MSCI United Kingdom Index
PACIFIC/ASIA EX-JAPAN STK EWS iShares MSCI Singapore Index
PACIFIC/ASIA EX-JAPAN STK EWY iShares MSCI South Korea Index
PACIFIC/ASIA EX-JAPAN STK EWA iShares MSCI Australia Index
EUROPE STOCK EWD iShares MSCI Sweden Index
PACIFIC/ASIA EX-JAPAN STK EWM iShares MSCI Malaysia Index
PACIFIC/ASIA EX-JAPAN STK EPI WisdomTree India Earnings
DIVERSIFIED PACIFIC/ASIA VPL Vanguard Pacific Stock ETF
JAPAN STOCK EWJ iShares MSCI Japan Index
PACIFIC/ASIA EX-JAPAN STK PIN PowerShares India
PACIFIC/ASIA EX-JAPAN STK HAO Claymore/AlphaShares China Small Cap
EUROPE STOCK RSX Market Vectors Russia ETF
US EQUITY
US EQUITY UGL ProShares Ultra Gold
LARGE VALUE DVY iShares Dow Jones Select Dividend Index
LARGE VALUE VTV Vanguard Value ETF
LARGE BLEND SPY SPDRs
SMALL VALUE IWN iShares Russell 2000 Value Index
MID-CAP BLEND MDY MidCap SPDRs
SMALL BLEND IWM iShares Russell 2000 Index
LARGE GROWTH IVW iShares S&P 500 Growth Index
MID-CAP VALUE IWS iShares Russell Midcap Value Index
Small Growth IWO iShares Russell 2000 Growth Index
LARGE GROWTH VUG Vanguard Growth ETF
LARGE GROWTH IWF iShares Russell 1000 Growth Index
LARGE VALUE IVE iShares S&P 500 Value Index
LARGE BLEND DDM Ultra Dow30 ProShares
LARGE VALUE DIA DIAMONDS Trust Series 1
Small Growth VBK Vanguard Small Cap Growth ETF
LARGE VALUE IWD iShares Russell 1000 Value Index
Mid-Cap Growth IJK iShares S&P MidCap 400 Growth Index
LARGE GROWTH QQQ PowerShares QQQ
Mid-Cap Growth IWP iShares Russell Midcap Growth Index
SMALL BLEND IJR iShares S&P SmallCap 600 Index
LARGE BLEND IWB iShares Russell 1000 Index
LARGE BLEND VTI Vanguard Total Stock Market ETF
SMALL BLEND VB Vanguard Small Cap ETF
LARGE BLEND IWV iShares Russell 3000 Index
LARGE BLEND RSP Rydex S&P Equal Weight
LARGE BLEND QLD Ultra QQQ ProShares
MID-CAP BLEND IJH iShares S&P MidCap 400 Index
LARGE BLEND SSO Ultra S&P500 ProShares
MID-CAP BLEND IWR iShares Russell Midcap Index
SMALL BLEND TNA Direxion Daily Small Cap Bull 3x Shares
SMALL BLEND UWM Ultra Russell2000 ProShares
LARGE BLEND IVV iShares S&P 500 Index
LARGE BLEND VIG Vanguard Dividend Appreciation ETF
LARGE BLEND VV Vanguard Large Cap ETF
LARGE BLEND OEF iShares S&P 100 Index
LARGE BLEND BGU Direxion Daily Large Cap Bull 3x Shares
REAL ESTATE
REAL ESTATE IYR iShares Dow Jones US Real Estate
Global Real Estate RWX SPDR DJ Wilshire Intl Real Estate
REAL ESTATE ICF iShares Cohen & Steers Realty Majors
REAL ESTATE VNQ Vanguard REIT Index ETF
FIXED INCOME
Muni National Long TFI SPDR Lehman Municipal Bond
Muni National Short PVI PowerShares VRDO Tax-Free Weekly
LONG GOVERNMENT IEF iShares Lehman 7-10 Year Treasury
Intermediate-Term Bond AGG iShares Lehman Aggregate Bond
Muni National Short SHM SPDR Lehman Short Term Municipal Bond
Intermediate-Term Bond BND Vanguard Total Bond Market ETF
Short-Term Bond BSV Vanguard Short-Term Bond ETF
WORLD BOND BWX SPDR Lehman Intl Treasury Bond
SHORT GOVERNMENT SHY iShares Lehman 1-3 Year Treasury Bond
Inflation-Protected Bond TIP iShares Lehman TIPS Bond
SHORT GOVERNMENT SHV iShares Lehman Short Treasury Bond
Emerging Markets Bond PCY PowerShares Emerging Mkts Sovereign Debt
High Yield Bond HYG iShares iBoxx $ High Yield Corporate Bd
High Yield Bond PHB PowerShares High Yield Corporate Bond
High Yield Bond JNK SPDR Lehman High Yield Bond
LONG GOVERNMENT TLT iShares Lehman 20+ Year Treas Bond
ULTRASHORT BOND BIL SPDR Lehman 1-3 Month T-Bill
Muni National Long PZA PowerShares Insured National Muni Bond
Long-Term Bond LQD iShares iBoxx $ Invest Grade Corp Bond
FIXED INCOME FXE CurrencyShares Euro Trust
FIXED INCOME FXC CurrencyShares Canadian Dollar Trust
FIXED INCOME FXY CurrencyShares Japanese Yen Trust
Short-Term Bond CSJ iShares Lehman 1-3 Year Credit Bond
COMMODITIES
COMMODITIES BROAD BASKET DBC PowerShares DB Commodity Idx Trking Fund
COMMODITIES GLD SPDR Gold Shares
COMMODITIES BROAD BASKET RJI ELEMENTS Rogers Intl Commodity ETN
Total Available Funds: 242
  • 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 EEM iShares MSCI Emerging Markets Index 100% 1 60 0 0.7% 2.64%
DIVERSIFIED EMERGING MKTS BKF iShares MSCI BRIC Index 99% 1 60 0 0.7% 1.93%
DIVERSIFIED EMERGING MKTS DGS WisdomTree Emerging Mkts Small Cap Div 98% 1 60 0 0.58% 3.93%
DIVERSIFIED EMERGING MKTS PIE PowerShares DWA Em Mkts Technical Ldrs 98% 1 60 0 0.9% 2.86%
DIVERSIFIED EMERGING MKTS VWO Vanguard Emerging Markets Stock ETF 97% 1 60 0 0.08% 3.05%
DIVERSIFIED EMERGING MKTS THD iShares MSCI Thailand Invest Mkt Index 88% 1 60 0 0.59% 3.68%
DIVERSIFIED EMERGING MKTS BRF Market Vectors Brazil Small-Cap ETF 76% 1 60 0 0.66% 6.09%
DIVERSIFIED EMERGING MKTS EZA iShares MSCI South Africa Index 70% 1 60 0 0.59% 7.99%
Latin America Stock ECH iShares MSCI Chile Investable Mkt Idx 65% 1 60 0 0.59% 2.53%
DIVERSIFIED EMERGING MKTS EDC Direxion Daily Emrg Mkts Bull 3X Shares 61% 1 60 0 1.2% 2.71%
Latin America Stock EWW iShares MSCI Mexico Investable Mkt Idx 55% 1 60 0 0.5% 3.94%
DIVERSIFIED EMERGING MKTS TUR iShares MSCI Turkey Invest Mkt Index 53% 1 60 0 0.59% 2.7%
Latin America Stock EWZ iShares MSCI Brazil Index 52% 1 60 0 0.59% 5.95%
Latin America Stock ILF iShares S&P Latin America 40 Index 10% 1 60 0 0.48% 5.19%
DIVERSIFIED EMERGING MKTS BIK SPDR S&P BRIC 40 0% 1 60 0 0.5% 0%
DIVERSIFIED EMERGING MKTS ADRE BLDRS Emerging Markets 50 ADR Index 0% 1 60 0 0.29% 3.37%
DIVERSIFIED EMERGING MKTS EEB Claymore/BNY Mellon BRIC ETF 0% 1 60 0 0.64% 2.97%
Others
Currency CYB WisdomTree Dreyfus Chinese Yuan 100% 1 60 0 0.45% 101.82%
Bear Market DOG Short Dow30 ProShares 100% 1 60 0 0.95% 2.93%
Bear Market YCS UltraShort Yen ProShares 100% 1 60 0 0.98% 0%
EQUITY AGQ ProShares Ultra Silver 100% 1 60 0 0.95% 0%
SPECIALTY-TECHNOLOGY ROM Ultra Technology ProShares 99% 1 60 0 0.95% 0.36%
EQUITY DBA PowerShares DB Agriculture 99% 1 60 0 0.85% 3.43%
Bear Market DUG UltraShort Oil & Gas ProShares 98% 1 60 0 0.95% 2.19%
Energy ERX Direxion Daily Energy Bull 3x Shares 98% 1 60 0 0.93% 3.09%
EQUITY DBB PowerShares DB Base Metals 98% 1 60 0 0.75% 3.24%
EQUITY GWX SPDR S&P International Small Cap 97% 1 60 0 0.4% 3.26%
Financial FAS Direxion Daily Financial Bull 3x Shares 97% 1 60 0 0.94% 9%
EQUITY XLE Energy Select Sector SPDR 97% 1 60 0 0.09% 2.71%
SPECIALTY-UTILITIES XLU Utilities Select Sector SPDR 97% 1 60 0 0.09% 2.16%
SPECIALTY-FINANCIAL XLF Financial Select Sector SPDR 96% 1 60 0 0.09% 1.56%
Bear Market DXD UltraShort Dow30 ProShares 96% 1 60 0 0.95% 2.85%
SPECIALTY-HEALTH XLV Health Care Select Sector SPDR 96% 1 60 0 0.09% 1.89%
EQUITY XLY Consumer Discretionary SPDR 96% 1 60 0 0.09% 0.62%
EQUITY XLI Industrial Select Sector SPDR 96% 1 60 0 0.09% 1.43%
SPECIALTY-TECHNOLOGY XLK Technology Select Sector SPDR 95% 1 60 0 0.09% 0.49%
SPECIALTY-NATURAL RES XLB Materials Select Sector SPDR 95% 1 60 0 0.09% 1.52%
Bear Market UDN PowerShares DB US Dollar Index Bearish 95% 1 60 0 0.75% 2.91%
Communications IYZ iShares Dow Jones US Telecom 95% 1 60 0 0.4% 2.4%
SPECIALTY-REAL ESTATE RWR SPDR DJ Wilshire REIT 95% 1 60 0 0.25% 3.81%
SPECIALTY-NATURAL RES MOO Market Vectors Agribusiness ETF 95% 1 60 0 0.53% 2.49%
SPECIALTY-PRECIOUS METALS GDX Market Vectors Gold Miners ETF 95% 1 60 0 0.51% 1.26%
EQUITY OIH Oil Services HOLDRs 95% 1 60 0 0.35% 2.2%
EQUITY XHB SPDR S&P Homebuilders 95% 1 60 0 0.35% 0.82%
Bear Market EEV UltraShort MSCI Emerging Mrkts ProShares 95% 1 60 0 0.95% 3.96%
Health IBB iShares Nasdaq Biotechnology 94% 1 60 0 0.45% 0.31%
Industrials IYT iShares Dow Jones Transportation Average 94% 1 60 0 0.4% 1.22%
EQUITY RTH Retail HOLDRs 94% 1 60 0 0.35% 1.04%
EQUITY PHO PowerShares Water Resources 94% 1 60 0 0.6% 0.57%
SPECIALTY-HEALTH PPH Pharmaceutical HOLDRs 94% 1 60 0 0.36% 2.46%
EQUITY XLP Consumer Staples Select Sector SPDR 94% 1 60 0 0.09% 2.65%
SPECIALTY-FINANCIAL KIE SPDR KBW Insurance 93% 1 60 0 0.35% 1.58%
SPECIALTY-FINANCIAL PSP PowerShares Listed Private Equity 93% 1 60 0 1.06% 5.79%
SPECIALTY-TECHNOLOGY SMH Semiconductor HOLDRs 93% 1 60 0 0.35% 0.45%
EQUITY PBD PowerShares Global Clean Energy 93% 1 60 0 0.75% 3.08%
EQUITY DIG Ultra Oil & Gas ProShares 92% 1 60 0 0.95% 2.86%
EQUITY SLV iShares Silver Trust 92% 1 60 0 0.5% 0%
SPECIALTY-UTILITIES CGW Claymore S&P Global Water 92% 1 60 0 0.56% 1.63%
Bear Market EUO UltraShort Euro ProShares 91% 1 60 0 0.98% 0%
EQUITY FCG First Trust ISE-Revere Natural Gas 91% 1 60 0 0.6% 2.86%
EQUITY UUP PowerShares DB US Dollar Index Bullish 90% 1 60 0 0.75% 3.38%
EQUITY DGP PowerShares DB Gold Double Long ETN 90% 1 60 0 0.75% 0%
EQUITY USO United States Oil 89% 1 60 0 0.6% 0%
Financial IAI iShares Dow Jones US Broker-Dealers 89% 1 60 0 0.4% 1.25%
Bear Market ERY Direxion Daily Energy Bear 3x Shares 89% 1 60 0 1.08% 1.67%
Financial IAT iShares Dow Jones US Regional Banks 89% 1 60 0 0.4% 3.45%
Equity Energy IEO iShares Dow Jones US Oil & Gas Ex Index 89% 1 60 0 0.4% 2.74%
Equity Energy IEZ iShares Dow Jones US Oil Equipment Index 89% 1 60 0 0.4% 2.2%
Natural Resources IGE iShares S&P North Amer Natural Resources 88% 1 60 0 0.41% 2.71%
EQUITY UNG United States Natural Gas 88% 1 60 0 1.06% 0%
Health IHF iShares Dow Jones US Healthcare Provider 88% 1 60 0 0.4% 1.13%
Health IHI iShares Dow Jones US Medical Devices 88% 1 60 0 0.4% 0.36%
SPECIALTY-REAL ESTATE URE Ultra Real Estate ProShares 88% 1 60 0 0.95% 2.17%
Bear Market EUM Short MSCI Emerging Mrkts ProShares 87% 1 60 0 0.95% 2.92%
Equity Energy IXC iShares S&P Global Energy 87% 1 60 0 0.44% 4.05%
EQUITY DBO PowerShares DB Oil 87% 1 60 0 0.75% 3.42%
SPECIALTY-TECHNOLOGY USD Ultra Semiconductor ProShares 87% 1 60 0 0.95% 0.59%
Equity Energy IYE iShares Dow Jones US Energy 86% 1 60 0 0.4% 3.04%
Financial IYF iShares Dow Jones US Financial Sector 86% 1 60 0 0.4% 1.64%
Financial IYG iShares Dow Jones US Financial Services 86% 1 60 0 0.39% 1.19%
EQUITY DJP iPath Dow Jones-AIG Commodity Idx TR ETN 86% 1 60 0 0.7% 0%
Natural Resources IYM iShares Dow Jones US Basic Materials 86% 1 60 0 0.4% 1.72%
Technology IYW iShares Dow Jones US Technology 85% 1 60 0 0.4% 0.17%
SPECIALTY-FINANCIAL KBE SPDR KBW Bank 85% 1 60 0 0.35% 2.77%
SPECIALTY-FINANCIAL UYG Ultra Financials ProShares 85% 1 60 0 0.95% 11.89%
SPECIALTY-FINANCIAL KRE SPDR KBW Regional Banking 85% 1 60 0 0.35% 2.75%
Consumer Staples KXI iShares S&P Global Consumer Staples 85% 1 60 0 0.41% 2.22%
Natural Resources MXI iShares S&P Global Materials 84% 1 60 0 0.41% 1.06%
SPECIALTY-NATURAL RES UYM Ultra Basic Materials ProShares 84% 1 60 0 0.95% 1.63%
EQUITY GAZ iPath DJ AIG Natural Gas TR Sub-Idx ETN 84% 1 60 0 0.45% 0%
EQUITY PBW PowerShares WilderHill Clean Energy 84% 1 60 0 0.62% 1.5%
Bear Market FAZ Direxion Daily Financial Bear 3x Shares 84% 1 60 0 1.08% 12.72%
Bear Market FXP UltraShort FTSE/Xinhua China 25 ProShare 82% 1 60 0 0.95% 4.85%
SPECIALTY-NATURAL RES SLX Market Vectors Steel ETF 81% 1 60 0 0.56% 2.1%
EQUITY TAN Claymore/MAC Global Solar Energy 81% 1 60 0 0.67% 0%
Bear Market TBT UltraShort Lehman 20+ Trsy ProShares 81% 1 60 0 0.9% 2.8%
Equity Energy VDE Vanguard Energy ETF 80% 1 60 0 0.1% 3.41%
Financial VFH Vanguard Financials ETF 80% 1 60 0 0.1% 1.58%
Technology VGT Vanguard Information Technology ETF 80% 1 60 0 0.1% 0.5%
SPECIALTY-HEALTH XBI SPDR S&P Biotech 80% 1 60 0 0.35% 0.55%
SPECIALTY-NATURAL RES XME SPDR S&P Metals & Mining 79% 1 60 0 0.35% 0.63%
EQUITY XOP SPDR S&P Oil & Gas Exploration & Prod 79% 1 60 0 0.35% 2.68%
EQUITY XRT SPDR S&P Retail 79% 1 60 0 0.35% 0.91%
EQUITY IAU iShares COMEX Gold Trust 79% 1 60 0 0.25% 0%
Bear Market MZZ UltraShort MidCap400 ProShares 78% 1 60 0 0.95% 4.14%
Bear Market PSQ Short QQQ ProShares 76% 1 60 0 0.95% 3.65%
EQUITY INP iPath MSCI India Index ETN 76% 1 60 0 0.89% 0%
EQUITY OIL iPath S&P GSCI Crude Oil Tot Ret Idx ETN 76% 1 60 0 0.75% 0%
Bear Market QID UltraShort QQQ ProShares 75% 1 60 0 0.95% 3.63%
Bear Market RWM Short Russell2000 ProShares 71% 1 60 0 0.95% 2.91%
EQUITY RJA ELEMENTS Rogers Intl Commodity Agric ETN 70% 1 60 0 0.75% 0%
Bear Market SDS UltraShort S&P500 ProShares 62% 1 60 0 0.9% 10.46%
SPECIALTY-REAL ESTATE DRN Direxion Daily Real Estate Bull 3x Shares 62% 1 60 0 1.01% 2.27%
Bear Market SH Short S&P500 ProShares 58% 1 60 0 0.88% 3.55%
Bear Market SKF UltraShort Financials ProShares 55% 1 60 0 0.95% 3.96%
Bear Market SRS UltraShort Real Estate ProShares 53% 1 60 0 0.95% 3.22%
Bear Market SSG UltraShort Semiconductor ProShares 51% 1 60 0 0.95% 5.18%
Bear Market TWM UltraShort Russell2000 ProShares 49% 1 60 0 0.95% 3.01%
Bear Market SCO UltraShort DJ-AIG Crude Oil ProShares 48% 1 60 0 0.95% 0%
Bear Market TZA Direxion Daily Small Cap Bear 3x Shares 47% 1 60 0 1.04% 1.55%
Bear Market SMN UltraShort Basic Materials ProShares 44% 1 60 0 0.95% 3.06%
Bear Market DRV Direxion Daily Real Estate Bear 3x Shares 40% 1 60 0 1.08% 2.89%
MISCELLANEOUS SECTOR VXX iPath S&P 500 VIX Short-Term Futures ETN 38% 1 60 0 0.89% 0%
Bear Market EDZ Direxion Daily Emerging Markets Bear 3x Shares 38% 1 60 0 1.07% 8.81%
EQUITY DTO PowerShares DB Crude Oil Dble Short ETN 38% 1 60 0 0.75% 0%
SPECIALTY-FINANCIAL RKH Regional Bank HOLDRs 37% 1 60 0 0.35% 2.4%
MISCELLANEOUS SECTOR PFF iShares S&P U.S. Preferred Stock Index 32% 1 60 0 0.46% 5.78%
EQUITY DZZ PowerShares DB Gold Double Short ETN 29% 1 60 0 0.75% 0%
Bear Market GLL ProShares Ultra Short Gold 24% 1 60 0 1.28% 0%
EQUITY PGX PowerShares Preferred 22% 1 60 0 0.5% 6.22%
EQUITY KOL Market Vectors Coal ETF 16% 1 60 0 0.6% 39.25%
EQUITY PGF PowerShares Financial Preferred 15% 1 60 0 0.56% 6.25%
EQUITY UCO Ultra DJ-AIG Crude Oil ProShares 12% 1 60 0 0.95% 0%
EQUITY DAG PowerShares DB Agriculture Dble Long ETN 9% 1 60 0 0.75% 0%
EQUITY SEA Claymore/Delta Global Shipping 8% 1 60 0 0.6% 6.9%
Bear Market ZSL ProShares Ultra Short Silver 5% 1 60 0 1.35% 0%
ROOT CASH Money Market 0% 1 60 0 NA 2.53%
EQUITY TAO Claymore/AlphaShares China Real Estate 0% 1 60 0 0.7% 3.72%
SPECIALTY-TECHNOLOGY TYH Direxion Daily Technology Bull 3X Shares 0% 1 60 0 NA 0%
Bear Market TYP Direxion Daily Technology Bear 3X Shares 0% 1 60 0 NA 0%
Bear Market BGZ Direxion Daily Large Cap Bear 3x Shares 0% 1 60 0 NA 0%
INTERNATIONAL EQUITY
EUROPE STOCK EZU iShares MSCI EMU Index 100% 1 60 0 0.51% 3.1%
Foreign Large Blend EFA iShares MSCI EAFE Index 100% 1 60 0 0.33% 3.66%
Foreign Large Growth EFG iShares MSCI EAFE Growth Index 99% 1 60 0 0.36% 2.63%
Foreign Large Blend VEA Vanguard Europe Pacific ETF 97% 1 60 0 0.05% 3.38%
Foreign Large Blend VEU Vanguard FTSE All-World ex-US ETF 97% 1 60 0 0.08% 3.35%
EUROPE STOCK VGK Vanguard European Stock ETF 95% 1 60 0 0.09% 3.23%
Foreign Small/Mid Value SCZ iShares MSCI EAFE Small Cap Index 95% 1 60 0 0.4% 3.63%
PACIFIC/ASIA EX-JAPAN STK AAXJ iShares MSCI All Country Asia ex Jpn Idx 94% 1 60 0 0.7% 2.15%
EUROPE STOCK IEV iShares S&P Europe 350 Index 93% 1 60 0 0.67% 2.96%
PACIFIC/ASIA EX-JAPAN STK FXI iShares FTSE/Xinhua China 25 Index 89% 1 60 0 0.74% 2.6%
PACIFIC/ASIA EX-JAPAN STK EPP iShares MSCI Pacific ex-Japan 88% 1 60 0 0.48% 3.96%
PACIFIC/ASIA EX-JAPAN STK EWH iShares MSCI Hong Kong Index 87% 1 60 0 0.5% 5.8%
Foreign Large Value EWC iShares MSCI Canada Index 87% 1 60 0 0.5% 1.74%
PACIFIC/ASIA EX-JAPAN STK GMF SPDR S&P Emerging Asia Pacific 84% 1 60 0 0.49% 1.7%
PACIFIC/ASIA EX-JAPAN STK EWT iShares MSCI Taiwan Index 84% 1 60 0 0.59% 5.33%
EUROPE STOCK EWG iShares MSCI Germany Index 82% 1 60 0 0.5% 1.62%
PACIFIC/ASIA EX-JAPAN STK GXC SPDR S&P China 82% 1 60 0 0.59% 2.73%
PACIFIC/ASIA EX-JAPAN STK PGJ PowerShares Gldn Dragon Halter USX China 79% 1 60 0 0.7% 3.24%
EUROPE STOCK EWU iShares MSCI United Kingdom Index 77% 1 60 0 0.5% 4.12%
PACIFIC/ASIA EX-JAPAN STK EWS iShares MSCI Singapore Index 72% 1 60 0 0.5% 4.35%
PACIFIC/ASIA EX-JAPAN STK EWY iShares MSCI South Korea Index 68% 1 60 0 0.59% 3.3%
PACIFIC/ASIA EX-JAPAN STK EWA iShares MSCI Australia Index 62% 1 60 0 0.5% 3.28%
EUROPE STOCK EWD iShares MSCI Sweden Index 60% 1 60 0 0.54% 3.55%
PACIFIC/ASIA EX-JAPAN STK EWM iShares MSCI Malaysia Index 58% 1 60 0 0.5% 3.84%
PACIFIC/ASIA EX-JAPAN STK EPI WisdomTree India Earnings 48% 1 60 0 0.85% 0%
DIVERSIFIED PACIFIC/ASIA VPL Vanguard Pacific Stock ETF 43% 1 60 0 0.08% 4.07%
JAPAN STOCK EWJ iShares MSCI Japan Index 32% 1 60 0 0.5% 4.93%
PACIFIC/ASIA EX-JAPAN STK PIN PowerShares India 29% 1 60 0 0.78% 6.75%
PACIFIC/ASIA EX-JAPAN STK HAO Claymore/AlphaShares China Small Cap 0% 1 60 0 0.75% 0.13%
EUROPE STOCK RSX Market Vectors Russia ETF 0% 1 60 0 0.61% 0.53%
US EQUITY
US EQUITY UGL ProShares Ultra Gold 100% 1 60 0 0.95% 0%
LARGE VALUE DVY iShares Dow Jones Select Dividend Index 100% 1 60 0 0.38% 4%
LARGE VALUE VTV Vanguard Value ETF 100% 1 60 0 0.05% 2.32%
LARGE BLEND SPY SPDRs 100% 1 60 0 0.09% 1.25%
SMALL VALUE IWN iShares Russell 2000 Value Index 100% 1 60 0 0.24% 2.04%
MID-CAP BLEND MDY MidCap SPDRs 100% 1 60 0 0.24% 1.29%
SMALL BLEND IWM iShares Russell 2000 Index 99% 1 60 0 0.19% 1.23%
LARGE GROWTH IVW iShares S&P 500 Growth Index 99% 1 60 0 0.18% 0.47%
MID-CAP VALUE IWS iShares Russell Midcap Value Index 99% 1 60 0 0.23% 1.69%
Small Growth IWO iShares Russell 2000 Growth Index 99% 1 60 0 0.24% 0.56%
LARGE GROWTH VUG Vanguard Growth ETF 99% 1 60 0 0.04% 0.48%
LARGE GROWTH IWF iShares Russell 1000 Growth Index 99% 1 60 0 0.19% 0.42%
LARGE VALUE IVE iShares S&P 500 Value Index 99% 1 60 0 0.18% 1.83%
LARGE BLEND DDM Ultra Dow30 ProShares 98% 1 60 0 0.95% 0.93%
LARGE VALUE DIA DIAMONDS Trust Series 1 98% 1 60 0 0.16% 1.66%
Small Growth VBK Vanguard Small Cap Growth ETF 98% 1 60 0 0.07% 0.6%
LARGE VALUE IWD iShares Russell 1000 Value Index 98% 1 60 0 0.19% 1.9%
Mid-Cap Growth IJK iShares S&P MidCap 400 Growth Index 98% 1 60 0 0.17% 0.71%
LARGE GROWTH QQQ PowerShares QQQ 98% 1 60 0 0.2% 0.54%
Mid-Cap Growth IWP iShares Russell Midcap Growth Index 97% 1 60 0 0.23% 0.35%
SMALL BLEND IJR iShares S&P SmallCap 600 Index 97% 1 60 0 0.06% 1.51%
LARGE BLEND IWB iShares Russell 1000 Index 97% 1 60 0 0.15% 1.16%
LARGE BLEND VTI Vanguard Total Stock Market ETF 96% 1 60 0 0.03% 1.3%
SMALL BLEND VB Vanguard Small Cap ETF 96% 1 60 0 0.03% 1.53%
LARGE BLEND IWV iShares Russell 3000 Index 96% 1 60 0 0.2% 1.09%
LARGE BLEND RSP Rydex S&P Equal Weight 96% 1 60 0 0.2% 1.77%
LARGE BLEND QLD Ultra QQQ ProShares 95% 1 60 0 0.95% 0.19%
MID-CAP BLEND IJH iShares S&P MidCap 400 Index 95% 1 60 0 0.05% 1.47%
LARGE BLEND SSO Ultra S&P500 ProShares 95% 1 60 0 0.91% 0.7%
MID-CAP BLEND IWR iShares Russell Midcap Index 94% 1 60 0 0.19% 1.4%
SMALL BLEND TNA Direxion Daily Small Cap Bull 3x Shares 94% 1 60 0 1.08% 0.92%
SMALL BLEND UWM Ultra Russell2000 ProShares 93% 1 60 0 0.95% 1.41%
LARGE BLEND IVV iShares S&P 500 Index 93% 1 60 0 0.03% 1.36%
LARGE BLEND VIG Vanguard Dividend Appreciation ETF 93% 1 60 0 0.08% 1.75%
LARGE BLEND VV Vanguard Large Cap ETF 92% 1 60 0 0.04% 1.25%
LARGE BLEND OEF iShares S&P 100 Index 70% 1 60 0 0.2% 1.08%
LARGE BLEND BGU Direxion Daily Large Cap Bull 3x Shares 0% 1 60 0 NA 0%
REAL ESTATE
REAL ESTATE IYR iShares Dow Jones US Real Estate 100% 1 60 0 0.4% 2.38%
Global Real Estate RWX SPDR DJ Wilshire Intl Real Estate 98% 1 60 0 0.59% 3.8%
REAL ESTATE ICF iShares Cohen & Steers Realty Majors 96% 1 60 0 0.33% 2.68%
REAL ESTATE VNQ Vanguard REIT Index ETF 95% 1 60 0 0.12% 3.9%
FIXED INCOME
Muni National Long TFI SPDR Lehman Municipal Bond 100% 1 60 0 0.23% 3.54%
Muni National Short PVI PowerShares VRDO Tax-Free Weekly 100% 1 60 0 0.25% 2.15%
LONG GOVERNMENT IEF iShares Lehman 7-10 Year Treasury 100% 1 60 0 0.15% 3.88%
Intermediate-Term Bond AGG iShares Lehman Aggregate Bond 100% 1 60 0 0.03% 4.01%
Muni National Short SHM SPDR Lehman Short Term Municipal Bond 99% 1 60 0 0.2% 2.67%
Intermediate-Term Bond BND Vanguard Total Bond Market ETF 99% 1 60 0 0.15% 3.98%
Short-Term Bond BSV Vanguard Short-Term Bond ETF 99% 1 60 0 0.07% 3.96%
WORLD BOND BWX SPDR Lehman Intl Treasury Bond 98% 1 60 0 0.35% 2.25%
SHORT GOVERNMENT SHY iShares Lehman 1-3 Year Treasury Bond 98% 1 60 0 0.15% 3.69%
Inflation-Protected Bond TIP iShares Lehman TIPS Bond 97% 1 60 0 0.19% 2.86%
SHORT GOVERNMENT SHV iShares Lehman Short Treasury Bond 96% 1 60 0 0.15% 3.88%
Emerging Markets Bond PCY PowerShares Emerging Mkts Sovereign Debt 95% 1 60 0 0.5% 6.39%
High Yield Bond HYG iShares iBoxx $ High Yield Corporate Bd 94% 1 60 0 0.49% 5.89%
High Yield Bond PHB PowerShares High Yield Corporate Bond 93% 1 60 0 0.5% 5.83%
High Yield Bond JNK SPDR Lehman High Yield Bond 93% 1 60 0 0.4% 6.65%
LONG GOVERNMENT TLT iShares Lehman 20+ Year Treas Bond 91% 1 60 0 0.15% 4.52%
ULTRASHORT BOND BIL SPDR Lehman 1-3 Month T-Bill 83% 1 60 0 0.14% 3.9%
Muni National Long PZA PowerShares Insured National Muni Bond 74% 1 60 0 0.28% 3.8%
Long-Term Bond LQD iShares iBoxx $ Invest Grade Corp Bond 64% 1 60 0 0.14% 4.6%
FIXED INCOME FXE CurrencyShares Euro Trust 51% 1 60 0 0.4% 0.76%
FIXED INCOME FXC CurrencyShares Canadian Dollar Trust 46% 1 60 0 0.4% 0.3%
FIXED INCOME FXY CurrencyShares Japanese Yen Trust 41% 1 60 0 0.4% 0%
Short-Term Bond CSJ iShares Lehman 1-3 Year Credit Bond 0% 1 60 0 0.2% 1.81%
COMMODITIES
COMMODITIES BROAD BASKET DBC PowerShares DB Commodity Idx Trking Fund 94% 1 60 0 0.85% 3.54%
COMMODITIES GLD SPDR Gold Shares 93% 1 60 0 0.4% 0%
COMMODITIES BROAD BASKET RJI ELEMENTS Rogers Intl Commodity ETN 69% 1 60 0 0.75% 0%
Average Expense Ratio: 0.52%
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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*
Click for Portfolio Details or Follow -10.9% -10.6% 3.9% 2.4% 4.1% 3.4%

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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 for Portfolio Details or Follow 2.9% 20.0% 14.6%

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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
The plan consists of 245 funds. It covers 6 major asset classes and 62 minor asset classes. The major asset classes it covers are Emerging Market Equity, Fixed Income, Commodity, US Equity, Foreign Equity and REITs.

This plan includes all ETFs which have more than 100,000 daily trading volume.



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