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

Schwab ETF OneSource - 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     
WisdomTree CBOE S&P 500 PutWrite Strategy FundPUTWDU.S. Large Cap10fund risk0%
WisdomTree Dynamic Long/Short U.S. Equity FundDYLSF--U.S. Small Cap12fund risk0%
Guggenheim S&P Global Water Index ETFCGWA-U.S. Mid Cap12fund risk0.7%
Guggenheim Defensive Equity ETFDEFCU.S. Large Cap13fund risk0.65%
SPDR MSCI USA Quality Mix ETFQUSBU.S. Large Cap13fund risk0%
SPDR MSCI ACWI Low Carbon Target ETFLOWCCU.S. Large Cap13fund risk0%
Deutsche X-trackers Russell 1000 Enhanced Beta ETFDEUSB-U.S. Mid Cap13fund risk0%
JPMorgan Diversified Return US Equity ETFJPUSD-U.S. Mid Cap13fund risk0%
SPDR SSGA Gender Diversity Index ETFSHEDU.S. Large Cap14fund risk0%
SPDR Russell 1000 Momentum Focus ETFONEOD-U.S. Mid Cap14fund risk0%
WisdomTree US Dividend Growth FundDGRWBU.S. Large Cap15fund risk0%
Guggenheim S&P 500 Equal Weight ETFRSPC-U.S. Mid Cap15fund risk0.4%
Schwab US Large-Cap ETFSCHXCU.S. Large Cap15fund risk0.04%
Global X Conscious Companies ETFKRMACU.S. All Cap15fund risk0%
John Hancock Multifactor Large Cap ETFJHMLCU.S. Large Cap15fund risk0%
SPDR. MFS Systematic Core Equity ETFSYECU.S. Large Cap15fund risk0.6%
SPDR S&P Fossil Fuel Reserves Free ETFSPYXBU.S. Large Cap15fund risk0%
Schwab US Broad Market ETFSCHBCU.S. All Cap15fund risk0.06%
John Hancock Multifactor Mid Cap ETFJHMMC-U.S. Mid Cap15fund risk0%
Guggenheim S&P 500 Top 50 ETFXLGC+U.S. Mega Cap16fund risk0.2%
Schwab U.S. Mid-Cap ETFSCHMD-U.S. Mid Cap16fund risk0.07%
Guggenheim S&P 500 Pure Growth ETFRPGFU.S. Large Cap16fund risk0.35%
SPDR S&P 400 Mid CapGrowth ETFMDYGD-U.S. Mid Cap16fund risk0.25%
John Hancock Multifactor Healthcare ETFJHMHDU.S. All Cap16fund risk0%
John Hancock Multifactor Consumer Discretionary ETFJHMCDU.S. All Cap16fund risk0%
JPMorgan Diversified Return U.S. Small Cap Equity ETFJPSEC--U.S. Small Cap17fund risk0%
Guggenheim S&P 500 Equal Weight Healthcare ETFRYHCU.S. All Cap17fund risk0.5%
JH Multi Sml Cp ShsJHSCC--U.S. Small Cap17fund risk0%
SPDR Prt Mid Cp ShsSPMDC--U.S. Small Cap17fund risk0%
Guggenheim S&P 500 Equal Weight Consumer Discretionary ETFRCDD-U.S. Mid Cap17fund risk0.5%
Schwab US Small-Cap ETFSCHAC--U.S. Small Cap18fund risk0.09%
SPDR S&P 600 Small Cap Growth ETFSLYGD--U.S. Small Cap18fund risk0.25%
Guggenheim S&P Midcap 400 Pure Growth ETFRFGF--U.S. Small Cap18fund risk0.35%
Guggenheim S&P Smallcap 600 Pure Growth ETFRZGF--U.S. Small Cap19fund risk0.35%
PowerShares S&P 500 High Beta Port ETFSPHBFU.S. All Cap22fund risk0.25%
Global X Robotics & Artificial Intelligence ETFBOTZFU.S. All Cap23fund risk0%
SPDR Blackstone / GSO Senior Loan ETFSRLNBU.S. All Cap3fund risk0.9%
PowerShares Global Short Term High Yield Bond PortfolioPGHYB--U.S. Small Cap3fund risk0.35%
Guggenheim BulletShares 2021 High Yield Corporate Bond ETFBSJLBU.S. All Cap3fund risk0%
PowerShares Fundamental High Yield Corporate Bond PortfolioPHBBU.S. Large Cap4fund risk0.5%
IndexIQ ETF Trust IQ S&P High Yield Low Volatility Bond ETFHYLVAU.S. Large Cap4fund risk0%
PowerShares Senior Loan PortfolioBKLNCU.S. All Cap4fund risk0.65%
PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded FundHYSCU.S. All Cap4fund risk0.55%
Guggenheim BulletShares 2022 High Yield Corporate Bond ETFBSJMCU.S. Large Cap4fund risk0%
Guggenheim BulletShares 2023 High Yield Corporate Bond ETFBSJNCU.S. All Cap5fund risk0%
DBX ETF Shs Deutsche X-trackers USD High Yield Corp BondHYLBBU.S. Large Cap5fund risk0%
Guggenheim Bullet Shares 2024 High Yield Corporate Bond ETFBSJOBU.S. All Cap5fund risk0%
Claymore Tr Shs Guggenheim BulletShares 2025 High Yield Crp BdBSJPBU.S. Large Cap6fund risk0%
WisdomTree BofA Merrill Lynch High Yield Bond Zero Duration FundHYZDCU.S. All Cap7fund risk0%
SPDR SSgA Global Allocation ETFGALCU.S. Large Cap8fund risk0.04%
U.S. Equities - Growth     
Guggenheim BulletShares 2019 High Yield Corporate Bond ETFBSJJC+U.S. Mega Cap - Growth2fund risk0.43%
SPDR Barclays Convertible Securities ETFCWBCU.S. Mid Cap - Growth11fund risk0%
Guggenheim Frontier Markets ETFFRNCU.S. All Cap - Growth13fund risk0.71%
PowerShares DWA Momentum PortfolioPDPCU.S. Mid Cap - Growth16fund risk0.64%
Schwab U.S. Large-Cap Growth ETFSCHGC+U.S. Large Cap - Growth17fund risk0.07%
SPDR MFS Systematic Growth Equity ETFSYGDU.S. All Cap - Growth17fund risk0.6%
Powershares Dynamic Media PortfolioPBSFU.S. All Cap - Growth18fund risk0.62%
Direxion NASDAQ 100 Equal Weighted Index SharesQQQECU.S. All Cap - Growth18fund risk0.35%
Guggenheim BulletShares 2020 High Yield Corporate Bond ETFBSJKBU.S. All Cap - Growth2fund risk0.43%
Guggenheim S&P 500 Equal Weight Technology ETFRYTBU.S. Mid Cap - Growth20fund risk0.5%
John Hancock Multifactor Technology ETFJHMTCU.S. All Cap - Growth21fund risk0%
PowerShares DWA SmallCap Momentum PortfolioDWASD--U.S. Small Cap - Growth21fund risk0.6%
IQ Merger Arbitrage ETFMNAB--U.S. Small Cap - Growth4fund risk0.75%
U.S. Equities - Value     
Guggenheim S&P High Income Infrastructure ETFGHIIA-U.S. Mid Cap - Value12fund risk0%
Guggenheim S&P 500 Equal Weight Consumer Staples ETFRHSBU.S. Large Cap - Value12fund risk0.5%
John Hancock Multifactor Consumer Staples ETFJHMSCU.S. Mega Cap - Value13fund risk0%
SPDR Russell 1000 Low Volatility Focus ETFONEVA-U.S. Mid Cap - Value13fund risk0%
Schwab U.S. Large-Cap Value ETFSCHVCU.S. Large Cap - Value13fund risk0.07%
SPDR S&P 500 High Dividend ETFSPYDC-U.S. Mid Cap - Value14fund risk0%
Guggenheim Multi-Asset Income ETFCVYA--U.S. Small Cap - Value14fund risk0.65%
SPDR MFS Systematic Value Equity ETFSYVCU.S. Large Cap - Value14fund risk0.6%
IQ Global Agribusiness Small Cap ETFCROPFU.S. All Cap - Value14fund risk0.75%
JPMorgan Diversified Return U.S. Mid Cap Equity ETFJPMEC-U.S. Mid Cap - Value14fund risk0%
Schwab US Dividend Equity ETFSCHDBU.S. Large Cap - Value14fund risk0.07%
Schwab Fundamental U.S. Large Company IndexFNDXBU.S. All Cap - Value14fund risk0.32%
Schwab Fundamental U.S. Broad Market Index ETFFNDBBU.S. All Cap - Value14fund risk0.32%
Direxion All Cap Insider Sentiment SharesKNOWF-U.S. Mid Cap - Value15fund risk0.65%
Oppenheimer Ultra Dividend Revenue ETFRDIVDU.S. All Cap - Value15fund risk0%
SPDR S&P North American Natural Resources ETFNANRFU.S. All Cap - Value15fund risk0%
SPDR S&P Global Natural Resources ETFGNRFU.S. All Cap - Value15fund risk0.4%
ALPS Sector Dividend Dogs ETFSDOGCU.S. All Cap - Value15fund risk0.4%
SPDR Russell 1000 Yield Focus ETFONEYC-U.S. Mid Cap - Value16fund risk0%
PowerShares Buyback Achievers PortfolioPKWBU.S. All Cap - Value16fund risk0.66%
Schwab Fundamental U.S. Small Company IndexFNDAB--U.S. Small Cap - Value17fund risk0.32%
Alerian Energy Infrastructure ETFENFRFU.S. All Cap - Value17fund risk0%
Guggenheim S&P 500 Pure Value ETFRPVDU.S. All Cap - Value17fund risk0.35%
John Hancock Multifactor Financials ETFJHMFBU.S. All Cap - Value17fund risk0%
Direxion Zacks MLP High Income SharesZMLPFU.S. All Cap - Value17fund risk0%
Guggenheim S&P 500 Equal Weight Financials ETFRYFBU.S. All Cap - Value17fund risk0.5%
John Hancock Multifactor Materials ETFJHMAC-U.S. Mid Cap - Value17fund risk0%
SPDR S&P 400 Mid Cap Value ETFMDYVB--U.S. Small Cap - Value17fund risk0.25%
IQ Chaikin U.S. Large Cap ETFCLRGBU.S. All Cap - Value17fund risk0%
John Hancock Multifactor Industrials ETFJHMIB-U.S. Mid Cap - Value18fund risk0%
Guggenheim S&P 500 Equal Weight Materials ETFRTMC-U.S. Mid Cap - Value18fund risk0.5%
Guggenheim S&P 500 Equal Weight Industrials ETFRGIB-U.S. Mid Cap - Value18fund risk0.5%
Global X MLP & Energy Infrastructure ETFMLPXFU.S. All Cap - Value18fund risk0%
WisdomTree U.S. SmallCap Dividend Growth FundDGRSA--U.S. Small Cap - Value19fund risk0%
SPDR S&P 600 Small CapValue ETFSLYVB--U.S. Small Cap - Value19fund risk0.25%
Global X MLP ETFMLPAFU.S. All Cap - Value19fund risk0.47%
Indexiq ETF Tr Shs IQ Chaikin U.S. Small Cap FundCSMLB--U.S. Small Cap - Value19fund risk0%
Guggenheim S&P SmallCap 600 Equal Weight ETFEWSCD--U.S. Small Cap - Value19fund risk0%
Guggenheim S&P Midcap 400 Pure Value ETFRFVC--U.S. Small Cap - Value22fund risk0.35%
Oppenheimer Small Cap Revenue ETFRWJD--U.S. Small Cap - Value22fund risk0.54%
Guggenheim S&P Smallcap 600 Pure Value ETFRZVC--U.S. Small Cap - Value23fund risk0.35%
John Hancock Multifactor Energy ETFJHMEFU.S. All Cap - Value25fund risk0%
Guggenheim S&P 500 Equal Weight Energy ETFRYEF--U.S. Small Cap - Value26fund risk0.5%
SPDR SSgA Income Allocation ETFINKMA-U.S. Mid Cap - Value5fund risk0.35%
SPDR SSgA Multi-Asset Real Return ETFRLYC-U.S. Mid Cap - Value9fund risk0.25%
IQ Global Resources ETFGRESF-U.S. Mid Cap - Value10fund risk0.75%
WisdomTree Bloomberg Floating Rate Treasury FundUSFRB++Silver1fund risk0%
SPDR Dow Jones Global Real Estate ETFRWOB+U.S. Real Estate11fund risk0.5%
PowerShares S&P 500 Low Volatility PortfolioSPLVA+U.S. Real Estate11fund risk0.25%
Guggenheim S&P 500 Equal Weight Utilities ETFRYUB+U.S. Real Estate13fund risk0.5%
John Hancock Multifactor Utilities ETFJHMUC+U.S. Real Estate13fund risk0%
Guggenheim S&P 500 Equal Weight Real Estate ETFEWREC+U.S. Real Estate14fund risk0%
Schwab U.S. REIT ETFSCHHC+U.S. Real Estate14fund risk0.07%
ETFS Platinum TrustPPLTB++Silver20fund risk0.6%
CurrencyShares Euro TrustFXED++Gold5fund risk0.41%
WisdomTree Continuous Commodity Index FundGCCB--Commodities9fund risk1.05%
Global & Intl. Equity     
SPDR Barclays Investment Grade Floating Rate ETFFLRNBInternational Small Cap1fund risk0.15%
PowerShares S&P Emerging Markets Low Volatility PortfolioEELVD--Emerging Markets10fund risk0.29%
SPDR S&P Global Dividend ETFWDIVBInternational Large Cap11fund risk0%
SPDR MSCI EAFE Quality Mix ETFQEFAC+International Large Cap - Growth11fund risk0%
WisdomTree Dynamic Currency Hedged International Equity FundDDWMBInternational Large Cap11fund risk0%
Deutsche X-trackers FTSE Developed ex U.S. Enhanced Beta ETFDEEFBInternational Large Cap11fund risk0%
Deutsche X-trackers MSCI All World ex US High Dividend Yield Hedged Equity ETFHDAWBInternational Large Cap11fund risk0%
JPMorgan Diversified Return Global Equity ETFJPGECInternational Large Cap11fund risk0%
Deutsche X-trackers MSCI EAFE High Dividend Yield Hedged Equity ETFHDEFAEurope11fund risk0%
PowerShares International Dividend Achievers PortfolioPIDBInternational Large Cap11fund risk0.54%
PowerShares DWA Developed Markets Momentum PortfolioPIZB+International Large Cap - Growth12fund risk0.81%
IQ 50 Percent Hedged FTSE Europe ETFHFXEAEurope12fund risk0%
Deutsche X-trackers MSCI All World ex US Hedged Equity FundDBAWBInternational Large Cap12fund risk0%
Schwab International Equity ETFSCHFBInternational Large Cap12fund risk0.09%
Diversified Return International Equity ETFJPINCInternational Large Cap12fund risk0%
John Hancock Exchange-Traded Fund Trust John Hancock Multifactor DevelopedJHMDCInternational Large Cap12fund risk0%
ALPS International Sector Div Dogs ETFIDOGBInternational Large Cap12fund risk0%
SPDR STOXX Europe 50 ETFFEUBEurope12fund risk0.29%
Schwab Fundamental International Small Cap Company indexFNDCCInternational Large Cap12fund risk0.46%
Schwab International Small-Cap Equity ETFSCHCCInternational Large Cap12fund risk0.21%
JPMorgan Diversified Return Europe Equity ETFJPEUCEurope12fund risk0%
WisdomTree International Hedged Dividend Growth FundIHDGA+International Large Cap - Growth12fund risk0%
Schwab Fundamental International Large Company IndexFNDFCInternational Large Cap13fund risk0.32%
Guggenheim MSCI Emerging Markets Equal Weight ETFEWEMD--Emerging Markets13fund risk0.6%
Deutsche X-trackers MSCI EAFE Hedged Equity FundDBEFAInternational Large Cap13fund risk0.35%
Deutsche X-trackers MSCI Emerging Markets Hedged Equity FundDBEMB--Emerging Markets13fund risk0.65%
SPDR S&P Emerging Markets SmallCap ETFEWXC--Emerging Markets13fund risk0.65%
WisdomTree Europe Hedged SmallCap Equity FundEUSCAInternational Large Cap13fund risk0%
SPDR MSCI Emerging Markets Quality Mix ETFQEMMC--Emerging Markets13fund risk0%
Deutsche X-trackers Japan JPX-Nikkei 400 Equity ETFJPNC+Japan13fund risk0%
IQ 50 Percent Hedged FTSE International ETFHFXIBInternational Large Cap13fund risk0%
JPMorgan Diversified Return Emerging Markets Equity ETFJPEMC--Emerging Markets13fund risk0%
Deutsche X-trackers MSCI EMU Hedged Equity ETFDBEZAInternational Large Cap13fund risk0%
WisdomTree Global ex-U.S. Growth FundDNLA+International Large Cap - Growth13fund risk0.58%
ALPS Emerging Sector Dividend Dogs ETFEDOGD--Emerging Markets14fund risk0%
SPDR EURO STOXX Small Cap ETFSMEZBEurope14fund risk0%
IQ 50 Percent Hedged FTSE Japan ETFHFXJC+Japan14fund risk0%
SPDR S&P Emerging Markets Dividend ETFEDIVD--Emerging Markets14fund risk0.6%
Schwab Fundamental Emerging Markets Large Company Index ETFFNDEB--Emerging Markets15fund risk0.46%
Schwab Emerging Markets Equity ETFSCHEB--Emerging Markets15fund risk0.15%
Deutsche X-trackers MSCI Germany Hedged Equity FundDBGRAInternational Large Cap15fund risk0.47%
PowerShares DWA Emerging Markets Momentum PortfolioPIEA--Emerging Markets15fund risk0.91%
SPDR S&P Emerging Asia Pacific ETFGMFB--Emerging Markets15fund risk0.59%
WisdomTree Emerging Markets ex-State-Owned Enterprises FundXSOEB--Emerging Markets16fund risk0%
WisdomTree Germany Hedged Equity FundDXGEAInternational Large Cap16fund risk0%
WisdomTree Emerging Markets Dividend Growth FundDGREC--Emerging Markets17fund risk0%
Guggenheim BRIC ETFEEBB--Emerging Markets17fund risk0.64%
PowerShares India PortfolioPINC--Emerging Markets19fund risk0.82%
WisdomTree Japan Hedged SmallCap Equity FundDXJSC+Japan19fund risk0%
SPDR S&P China ETFGXCD--Emerging Markets20fund risk0.59%
IQ Hedge Market Neutral Tracker ETFQMNB+International Large Cap - Growth3fund risk0.75%
Deutsche X-trackers Harvest MSCI All China Equity ETFCNC--Emerging Markets20fund risk0%
Deutsche X-trackers Harvest CSI 300 China A-Shares FundASHRC--Emerging Markets25fund risk0%
Guggenheim China Technology ETFCQQQA--Emerging Markets27fund risk0.7%
ETFS Physical Palladium SharesPALLA--Emerging Markets28fund risk0.6%
IndexIQ ETF Trust - IQ Hedge Multi-Strategy Tracker ETFQAIBInternational Large Cap3fund risk0.75%
SPDR MSCI ACWI ex-US ETFCWIFEurope36fund risk0.34%
CurrencyShares Canadian Dollar TrustFXCCEurope5fund risk0.41%
WisdomTree Bloomberg U.S. Dollar Bullish FundUSDUBInternational Large Cap6fund risk0%
SPDR MSCI ACWI IMI ETF USACIMFEurope52fund risk0.25%
SPDR Barclays Emerging Markets Local Bond ETFEBNDB--Emerging Markets7fund risk0.5%
CurrencyShares Australian Dollar TrustFXAF--Pacific ex-Japan7fund risk0.41%
CurrencyShares British Pound Sterling TrustFXBC+International Large Cap - Value8fund risk0.41%
PowerShares S&P International Developed Low Volatility PortfolioIDLVB+International Large Cap - Growth8fund risk0.25%
CurrencyShares Swedish Krona TrustFXSFEurope9fund risk0.4%
SPDR Dow Jones International Real Estate ETFRWXA+International Large Cap - Growth9fund risk0.59%
SPDR S&P International Dividend ETFDWXBInternational Large Cap9fund risk0.45%
SPDR S&P Global Infrastructure ETFGIIC+International Large Cap - Growth10fund risk0.5%
Guggenheim BulletShares 2019 Corporate Bond ETFBSCJC+U.S. Cash / Money Market1fund risk0.25%
Guggenheim BulletShares 2020 Corporate Bond ETFBSCKB+U.S. Treasury - Short1fund risk0.25%
SPDR Nuveen Barclays Short Term Municipal Bond ETFSHMB++U.S. Treasury - Intermediate1fund risk0.2%
Schwab Short-Term U.S. Treasury ETFSCHOC+U.S. Treasury - Short1fund risk0.08%
Guggenheim BulletShares 2021 Corporate Bond ETFBSCLB+U.S. Treasury - Short1fund risk0.24%
WT Brcls Yld US ShsSHAGB++U.S. Treasury - Short / Intermediate2fund risk0%
Guggenheim BulletShares 2022 Corporate Bond ETFBSCMB+U.S. Treasury - Short2fund risk0.25%
SPDR Prt Lng Tr ShsSPTLC++U.S. Treasury - Long11fund risk0%
ETFS Physical Precious Metal Basket SharesGLTRA++U.S. Treasury - Short / Intermediate13fund risk0.6%
PIMCO 25+ Year Zero Coupon U.S. Treasury Index Exchange-Traded FundZROZC++U.S. Treasury - Long17fund risk0.16%
ETFS Physical Silver SharesSIVRC++U.S. Treasury - TIPS19fund risk0.45%
SPDR Nuveen Barclays Municipal Bond ETFTFIB++U.S. Treasury - Intermediate / Long2fund risk0.23%
Guggenheim BulletShares 2023 Corporate Bond ETFBSCNB++U.S. Treasury - Short / Intermediate2fund risk0%
SPDR Nuveen S&P High Yield Municipal Bond ETFHYMBB++Bond - U.S. Municipals2fund risk0.45%
WisdomTree Barclays U.S. Aggregate Bond Zero Duration FundAGZDB++Bond - U.S. High Yield3fund risk0%
Guggenheim BulletShares 2024 Corporate Bond ETFBSCOA++U.S. Treasury - Short / Intermediate3fund risk0%
Sprott Gold Miners ETFSGDMC++U.S. Treasury - Short / Intermediate29fund risk0%
SPDR Dorsey Wright Fixed Income Allocation ETFDWFIC++Bond - U.S. Corporate3fund risk0%
WisdomTree Barclays U.S. Aggregate Bond Enhanced Yield FundAGGYA++U.S. Treasury - Intermediate3fund risk0%
Schwab U.S. Aggregate Bond ETFSCHZB++U.S. Treasury - Intermediate3fund risk0.08%
Deutsche X-trackers Municipal Infrastructure Revenue Bond FundRVNUC++Bond - U.S. Municipals3fund risk0.3%
IQ Enhanced Core Bond U.S. ETFAGGEC++Bond - U.S. Corporate3fund risk0%
IQ Enhanced Core Plus Bond U.S. ETFAGGPC++Bond - U.S. Corporate3fund risk0%
Guggenheim BulletShares 2025 Corporate Bond ETFBSCPB++Bond - U.S. Corporate3fund risk0%
Schwab Intermediate-Term U.S. Treasury ETFSCHRC++U.S. Treasury - Short / Intermediate4fund risk0.1%
Guggenheim Bullet Shares 2026 Corporate BD ETFBSCQB++Bond - U.S. Corporate4fund risk0%
PIMCO Investment Grade Corporate Bond Index Exchange-Traded FundCORPB++Bond - U.S. Corporate4fund risk0.2%
Schwab U.S. TIPs ETFSCHPC++U.S. Treasury - TIPS4fund risk0.12%
PowerShares Variable Rate Preferred PortfolioVRPA++Bond - U.S. High Yield4fund risk0%
SPDR BofA Merrill Lynch Crossover Corporate Bond ETFCJNKB++Bond - U.S. High Yield4fund risk0%
SPDR Wells Fargo Preferred Stock ETFPSKA++Bond - U.S. High Yield4fund risk0.45%
Global X Shs US Preferred FundPFFDA++Bond - U.S. High Yield5fund risk0%
SPDR Barclays Short Term International Treasury Bond ETFBWZD+U.S. Treasury - Short5fund risk0.35%
WT Mngd Fut Stg ShsWTMFF++U.S. Treasury - Intermediate / Long5fund risk0%
PowerShares Preferred PortfolioPGXB++Bond - U.S. High Yield5fund risk0.5%
SPDR Barclays International Treasury Bond ETFBWXC++U.S. Treasury - Short / Intermediate5fund risk0.5%
CurrencyShares Swiss Franc TrustFXFF+U.S. Treasury - Short6fund risk0.41%
SPDR Barclays International Corporate Bond ETFIBNDD+U.S. Treasury - Short6fund risk0.55%
CurrencyShares Japanese Yen TrustFXYF++U.S. Treasury - Short / Intermediate6fund risk0.39%
PowerShares Emerging Markets Sovereign Debt PortfolioPCYC++Bond - Emerging Market6fund risk0.5%
ETFS Gold TrustSGOLF++U.S. Treasury - Intermediate / Long91fund risk0.39%
Guggenheim International Multi-Asset Income ETFHGI Other0fund risk0.7%
PowerShares FTSE RAFI Asia Pacific ex-Japan PortfolioPAF Other0fund risk0.51%
PowerShares Global Gold and Precious Metals PortfolioPSAU Other0fund risk0%
Oppenheimer Large Cap Revenue ETFRWL Other0fund risk0.49%
Oppenheimer Mid Cap Revenue ETFRWK Other0fund risk0.54%
Guggenheim BulletShares 2018 Corporate Bond ETFBSCI Other0fund risk0.25%
PowerShares Chinese Yuan Dim Sum Bond PortfolioDSUM Other0fund risk0.45%
Wilshire Micro-Cap ETFWMCR Other0fund risk0.5%
Guggenheim BulletShares 2018 High Yield Corporate Bond ETFBSJI Other0fund risk0.42%
PowerShares Multi-Strategy Alternative PortfolioLALT Other0fund risk0%
SPDR MSCI Canada Quality Mix ETFQCAN Other0fund risk0%
SPDR MSCI Germany Quality Mix ETFQDEU Other0fund risk0%
SPDR MSCI United Kingdom Quality Mix ETFQGBR Other0fund risk0%
SPDR MSCI Japan Quality Mix ETFQJPN Other0fund risk0%
WisdomTree Japan Hedged Dividend Growth FundJHDG Other0fund risk0%
JPMorgan Diversified Return Europe Currency Hedged ETFJPEH Other0fund risk0%
JPMorgan Diversified Return International Currency Hedged ETFJPIH Other0fund risk0%
Deutsche X-trackers FTSE Emerging Comprehensive Factor ETFDEMG Other0fund risk0%
Oppenheimer Revenue Weighted ETF Trust Oppenheimer ESG Revenue ETFESGL Other0fund risk0%
Oppenheimer Revenue Weighted ETF Trust Oppenheimer Global ESG Revenue ETFESGF Other0fund risk0%
Wrld Crrnc Gld Shs of Benef Interest Long Dollar Gold TrustGLDW Other0fund risk0%
PIMCO Eqty Ser Shs RAFI Dynamic Multi-Factor Intl Equity FundMFDX Other0fund risk0%
PIMCO Eqty Ser Shs RAFI Dynamic Multi-Factor Emerging Mkts Equity FundMFEM Other0fund risk0%
PIMCO Eqty Ser Shs RAFI Dynamic Multi-Factor US Equity FundMFUS Other0fund risk0%
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