Kivalia Investment Advice Platform Log In / Sign Up
401k, 403b plan

TD Ameritrade - Commission Free ETFs

Send me updates


Share this plan


PLAN FUNDS investment options ratings help
close help

Plan Funds

This section shows the list of assets (such as mutual funds) in the plan; these are the investment options available in this plan. This list was developed based on user input. The display of the asset list was organized based on asset category. You can click on the name or ticker symbol to view the details of that asset.
The table shows all the available investment options in the plan.

[Edit Plan Information]
NameTickerRatingBest Fit CategoryRisk (%)Fees
U.S. Equities - Blend     
Vanguard Extended Market ETFVXFB--U.S. Small Cap10fund risk0.1%
Vanguard Small-Cap ETFVBB--U.S. Small Cap10fund risk0.09%
iShares Core S&P Small-Cap ETFIJRC--U.S. Small Cap13fund risk0.14%
SPDR Barclays High Yield Bond ETFJNKC-U.S. Mid Cap4fund risk0.4%
iShares Core Aggressive Allocation ETFAOABU.S. Large Cap6fund risk0.11%
iShares S&P 100 ETFOEFC+U.S. Mega Cap7fund risk0.2%
iShares Core S&P 500 ETFIVVCU.S. Large Cap7fund risk0.07%
Vanguard Dividend Appreciation ETFVIGBU.S. Large Cap7fund risk0.1%
iShares MSCI ACWI ETFACWIBU.S. Large Cap7fund risk0%
iShares Russell 1000 ETFIWBCU.S. Large Cap7fund risk0.15%
Vanguard Total World Stock ETFVTBU.S. Large Cap7fund risk0.18%
iShares Russell 3000 ETFIWVCU.S. All Cap7fund risk0.2%
Vanguard Total Stock Market ETFVTICU.S. All Cap7fund risk0.05%
iShares Global 100 ETFIOOB+U.S. Mega Cap7fund risk0.4%
Vanguard Mid-Cap ETFVOC-U.S. Mid Cap8fund risk0.09%
iShares Core S&P Mid-Cap ETFIJHD-U.S. Mid Cap10fund risk0.14%
U.S. Equities - Growth     
Vanguard Small-Cap Growth ETFVBKB--U.S. Small Cap - Growth11fund risk0.09%
iShares Russell 2000 Growth ETFIWOC--U.S. Small Cap - Growth12fund risk0.25%
Vanguard Growth ETFVUGD++U.S. Large Cap - Growth8fund risk0.09%
iShares Russell 1000 Growth ETFIWFC++U.S. Large Cap - Growth8fund risk0.2%
Vanguard Mega Cap Growth ETFMGKD++U.S. Mega Cap - Growth8fund risk0.11%
Vanguard Mid-Cap Growth ETFVOTDU.S. Mid Cap - Growth8fund risk0.09%
iShares Russell Mid-Cap Growth ETFIWPCU.S. Mid Cap - Growth9fund risk0.25%
U.S. Equities - Value     
iShares MSCI Canada ETFEWCB--U.S. Mid Cap - Value11fund risk0.51%
Vanguard Small-Cap Value ETFVBRB--U.S. Small Cap - Value11fund risk0.09%
iShares Russell 2000 Value ETFIWNC--U.S. Small Cap - Value13fund risk0.25%
iShares S&P Small-Cap 600 Value ETFIJSB--U.S. Small Cap - Value13fund risk0.25%
Vanguard High Dividend Yield ETFVYMA-U.S. Large Cap - Value6fund risk0.1%
Vanguard Value ETFVTVB-U.S. Large Cap - Value7fund risk0.09%
iShares S&P 500 Value ETFIVEB-U.S. Large Cap - Value7fund risk0.18%
iShares Russell 1000 Value ETFIWDC-U.S. Large Cap - Value7fund risk0.2%
Vanguard Mid-Cap Value ETFVOEB--U.S. Mid Cap - Value8fund risk0.09%
iShares Russell Mid-Cap Value ETFIWSC--U.S. Mid Cap - Value8fund risk0.25%
Specialty     
Vanguard REIT ETFVNQB--U.S. Real Estate11fund risk0.1%
SPDR Dow Jones REIT ETFRWRC--U.S. Real Estate11fund risk0.25%
iPath Bloomberg Commodity Index Total Return ETNDJPF++Commodities11fund risk0.75%
PowerShares DB Commodity Index Tracking FundDBCB++Commodities12fund risk0.87%
PowerShares DB Oil FundDBOB++Commodities21fund risk0.77%
SPDR Dow Jones Global Real Estate ETFRWOB--U.S. Real Estate9fund risk0.5%
Global & Intl. Equity     
SPDR S&P Emerging Markets SmallCap ETFEWXB+Emerging Markets10fund risk0.65%
iShares MSCI All Country Asia ex Japan ETFAAXJA+Emerging Markets11fund risk0%
iShares MSCI Germany ETFEWGA++Europe11fund risk0.51%
Vanguard FTSE Emerging Markets ETFVWOD+Emerging Markets12fund risk0.15%
SPDR EURO STOXX 50 ETFFEZC++Europe12fund risk0.29%
iShares MSCI France ETFEWQB++Europe12fund risk0.51%
iShares MSCI Australia ETFEWAD-Pacific ex-Japan12fund risk0.51%
WisdomTree India Earnings FundEPIB+Emerging Markets14fund risk0.84%
SPDR S&P China ETFGXCA+Emerging Markets14fund risk0.59%
iShares MSCI BRIC ETFBKFB+Emerging Markets14fund risk0.67%
iShares China Large-Cap ETFFXIC+Emerging Markets14fund risk0.73%
iShares MSCI Italy Capped ETFEWIA++Europe16fund risk0.5%
iShares MSCI Spain Capped ETFEWPF++Europe16fund risk0.51%
VanEck Vectors Russia ETFRSXF+Emerging Markets19fund risk0.62%
iShares Latin America 40 ETFILFF+Emerging Markets22fund risk0.49%
iShares Core Conservative Allocation ETFAOKB++International Large Cap - Growth3fund risk0.11%
iShares Core Moderate Allocation FundAOMB++International Large Cap - Growth4fund risk0.11%
iShares MSCI Brazil Capped ETFEWZF+Emerging Markets30fund risk0.61%
iShares Core Growth Allocation ETFAORA+International Large Cap5fund risk0.11%
iShares MSCI EAFE Small-Cap ETFSCZB++International Small Cap8fund risk0.4%
PowerShares DB G10 Currency Harvest FundDBVF-Pacific ex-Japan8fund risk0.8%
iShares MSCI EAFE Growth ETFEFGC++International Large Cap - Growth8fund risk0.4%
Vanguard FTSE Developed Markets ETFVEAB+International Large Cap8fund risk0.09%
Vanguard FTSE All World ex-US Small-Cap ETFVSSC++International Small Cap8fund risk0.2%
Vanguard FTSE All-World ex-US ETFVEUB+International Large Cap8fund risk0.15%
SPDR Dow Jones International Real Estate ETFRWXF++International Large Cap - Growth8fund risk0.59%
iShares MSCI Japan ETFEWJC++Japan8fund risk0.5%
iShares MSCI United Kingdom ETFEWUC++Europe9fund risk0.51%
iShares MSCI EAFE Value ETFEFVBInternational Large Cap - Value9fund risk0.4%
Vanguard FTSE Europe ETFVGKC++Europe9fund risk0.12%
Bonds     
US Cash / Money MarketUSCASHCU.S. Cash / Money Market0fund risk0%
iShares 1-3 Year Credit Bond ETFCSJCU.S. Treasury - Short1fund risk0.2%
iShares 1-3 Year Treasury Bond ETFSHYCU.S. Treasury - Short1fund risk0.15%
Vanguard Short-Term Government Bond ETFVGSHCU.S. Treasury - Short1fund risk0%
Vanguard Short-Term Bond ETFBSVCU.S. Treasury - Short1fund risk0.1%
SPDR Nuveen Barclays Short Term Municipal Bond ETFSHMD+Bond - U.S. Municipals1fund risk0.2%
Vanguard Short-Term Corporate Bond ETFVCSHC+U.S. Treasury - Short / Intermediate1fund risk0%
PIMCO 1-5 Year U.S. TIPS Index Exchange-Traded FundSTPZC+U.S. Treasury - TIPS2fund risk0.2%
iShares Intermediate Government/Credit Bond ETFGVIC+U.S. Treasury - Short / Intermediate2fund risk0.2%
Vanguard Extended Duration Treasury ETFEDVC++U.S. Treasury - Long14fund risk0.12%
iShares Intermediate Credit Bond ETFCIUB+U.S. Treasury - Short / Intermediate2fund risk0.2%
iShares National Muni Bond ETFMUBC+Bond - U.S. Municipals2fund risk0.25%
iShares 3-7 Year Treasury Bond ETFIEIC+U.S. Treasury - Short / Intermediate3fund risk0.15%
Vanguard Mortgage-Backed Securities ETFVMBSC+Bond - U.S. Mortgages3fund risk0%
SPDR Nuveen Barclays Municipal Bond ETFTFIC+Bond - U.S. Municipals3fund risk0.23%
iShares Core U.S. Aggregate Bond ETFAGGB++U.S. Treasury - Intermediate3fund risk0.08%
iShares MBS ETFMBBC+U.S. Treasury - Short / Intermediate3fund risk0.25%
Vanguard Total Bond Market ETFBNDB++U.S. Treasury - Intermediate3fund risk0.08%
Vanguard Intermediate-Term Government Bond ETFVGITC+U.S. Treasury - Short / Intermediate3fund risk0%
VanEck Vectors Intermediate Municipal ETFITMC+Bond - U.S. Municipals3fund risk0.24%
Vanguard Intermediate-Term Corporate Bond ETFVCITB+U.S. Treasury - Short / Intermediate3fund risk0%
Vanguard Intermediate-Term Bond ETFBIVB++U.S. Treasury - Intermediate4fund risk0.1%
iShares TIPS Bond ETFTIPC+U.S. Treasury - TIPS4fund risk0.2%
iShares iBoxx $ Investment Grade Corporate Bond ETFLQDB++U.S. Treasury - Intermediate / Long4fund risk0.15%
PowerShares Emerging Markets Sovereign Debt PortfolioPCYD++Bond - Emerging Market5fund risk0.5%
Vanguard Long-Term Corporate Bond ETFVCLTA++U.S. Treasury - Long7fund risk0%
SPDR Barclays International Treasury Bond ETFBWXA+U.S. Treasury - Short / Intermediate7fund risk0.5%
SPDR Citi International Government Inflation-Protected Bond ETFWIPA+U.S. Treasury - TIPS7fund risk0.5%
Vanguard Long-Term Bond ETFBLVB++U.S. Treasury - Long7fund risk0.1%
VanEck Vectors J.P. Morgan EM Local Currency Bond ETFEMLCD++Bond - Emerging Market8fund risk0.47%
Vanguard Long-Term Government Bond ETFVGLTC++U.S. Treasury - Long9fund risk0%
iShares 20+ Year Treasury Bond ETFTLTC++U.S. Treasury - Long10fund risk0.15%
Other     
SPDR S&P Emerging Europe ETFGUR Other0fund risk0.59%
close help

Following Plans

Following a plan allows you to:
  • Access the plan directly from your profile page
  • Receive e-mail alerts when the plan is rebalanced, or changed
  • Make modifications and contribute to the plan information