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

E*TRADE Commission-Free ETF Program

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     
iShares Core Aggressive Allocation ETFAOAFU.S. Large Cap12fund risk0.11%
JPMorgan Diversified Return U.S. Mid Cap Equity ETFJPMED--U.S. Mid Cap14fund risk0%
Arrow Dow Jones Global Yield ETFGYLDF--U.S. Micro Cap14fund risk0.75%
Vanguard Total World Stock ETFVTFU.S. Large Cap15fund risk0.18%
Guggenheim S&P 500 Equal Weight ETFRSPB--U.S. Mid Cap16fund risk0.4%
JPMorgan Diversified Return U.S. Small Cap Equity ETFJPSEB--U.S. Small Cap16fund risk0%
Direxion All Cap Insider Sentiment SharesKNOWF--U.S. Mid Cap16fund risk0.65%
Global X Conscious Companies ETFKRMACU.S. All Cap16fund risk0%
John Hancock Multifactor Mid Cap ETFJHMMD--U.S. Mid Cap16fund risk0%
John Hancock Multifactor Large Cap ETFJHMLDU.S. Large Cap16fund risk0%
WisdomTree MidCap Earnings FundEZMD--U.S. Mid Cap16fund risk0.38%
USAA MSCI USA Small Cap Value Momentum Blend Index ETFUSVMC--U.S. Small Cap16fund risk0%
WisdomTree Earnings 500 FundEPSDU.S. Large Cap16fund risk0.28%
JH Multi Sml Cp ShsJHSCD--U.S. Small Cap16fund risk0%
WisdomTree US Dividend Growth FundDGRWCU.S. Large Cap16fund risk0%
John Hancock Multifactor Healthcare ETFJHMHAU.S. All Cap17fund risk0%
USAA MSCI USA Value Momentum Blend Index ETFULVMD--U.S. Mid Cap17fund risk0%
Vanguard Total Stock Market ETFVTICU.S. All Cap17fund risk0.05%
iShares Core S&P Total U.S. Stock Market ETFITOTCU.S. All Cap17fund risk0.07%
NuShrs ETF Trst Shs of Benef Interest NuShares ESG Small-CapNUSCC--U.S. Small Cap17fund risk0%
Vanguard S&P 500 ETFVOOCU.S. Large Cap17fund risk0.05%
John Hancock Multifactor Consumer Discretionary ETFJHMCD--U.S. Mid Cap17fund risk0%
Reality Shares DIVCON Leaders Dividend ETFLEADDU.S. All Cap17fund risk0%
Global X Guru Index ETFGURUB--U.S. Mid Cap17fund risk0.75%
Guggenheim S&P 500 Equal Weight Consumer Discretionary ETFRCDD--U.S. Mid Cap17fund risk0.5%
Oppenheimer Mid Cap Revenue ETFRWKD--U.S. Small Cap18fund risk0.54%
Vanguard Health Care ETFVHTA+U.S. Mega Cap18fund risk0.14%
Global X S&P 500 Catholic Values ETFCATHCU.S. Large Cap18fund risk0%
Guggenheim S&P 500 Equal Weight Healthcare ETFRYHAU.S. All Cap18fund risk0.5%
Vanguard Industrials ETFVISD--U.S. Mid Cap19fund risk0.14%
Guggenheim S&P 500 Equal Weight Industrials ETFRGID--U.S. Mid Cap19fund risk0.5%
Vanguard Materials ETFVAWF--U.S. Mid Cap19fund risk0.14%
John Hancock Multifactor Industrials ETFJHMIF--U.S. Mid Cap19fund risk0%
Vanguard Telecommunication Services ETFVOXFU.S. All Cap19fund risk0.14%
JP Morgan ETF Shs of Benef Interest Global Bond Opportunities FundJPGBD+U.S. Mega Cap3fund risk0%
iShares 0-5 Year High Yield Corporate Bond ETFSHYGCU.S. All Cap4fund risk0%
PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded FundHYSCU.S. Large Cap4fund risk0.55%
JPMorgan Disciplined HY ETFJPHYCU.S. All Cap4fund risk0%
iShares TrustUSHYD+U.S. Mega Cap5fund risk0%
IQ Merger Arbitrage ETFMNAA--U.S. Small Cap5fund risk0.75%
iShares Core Conservative Allocation ETFAOKCU.S. Large Cap5fund risk0.11%
WisdomTree BofA Merrill Lynch High Yield Bond Zero Duration FundHYZDDU.S. All Cap5fund risk0%
iShares Fallen Angels USD Bond ETFFALNFU.S. All Cap5fund risk0%
iShares Core Moderate Allocation FundAOMDU.S. Large Cap6fund risk0.11%
iShares Core Growth Allocation ETFAORDU.S. Large Cap9fund risk0.11%
U.S. Equities - Growth     
Chart Acquisition CorpCACGD+U.S. All Cap - Growth18fund risk0%
NuShares Enhanced Yield US Aggregate Bond ETFNUMGDU.S. Mid Cap - Growth19fund risk0%
Vanguard Small-Cap Growth ETFVBKB--U.S. Small Cap - Growth19fund risk0.09%
iShares Core U.S. Growth ETFIUSGC+U.S. Large Cap - Growth19fund risk0.25%
NuShares Enhanced Yield US Aggregate Bond ETFNULGC+U.S. All Cap - Growth19fund risk0%
Vanguard Consumer Discretionary ETFVCRD+U.S. All Cap - Growth19fund risk0.14%
Janus Small/Mid Cap Growth Alpha ETFJSMDB--U.S. Small Cap - Growth20fund risk0%
Direxion NASDAQ 100 Equal Weighted Index SharesQQQED+U.S. All Cap - Growth20fund risk0.35%
Janus Small Cap Growth Alpha ETFJSMLA--U.S. Small Cap - Growth21fund risk0%
Guggenheim S&P 500 Equal Weight Technology ETFRYTC+U.S. All Cap - Growth21fund risk0.5%
John Hancock Multifactor Technology ETFJHMTD+U.S. All Cap - Growth22fund risk0%
Vanguard Information Technology ETFVGTB+U.S. Large Cap - Growth23fund risk0.14%
Reality Shares DIVS Exchange-Traded FundDIVYF+U.S. Large Cap - Growth9fund risk0%
U.S. Equities - Value     
Global X SuperDividend Alternatives ETFALTYC--U.S. Mid Cap - Value10fund risk0%
Global SuperDividend US ETFDIVC--U.S. Mid Cap - Value11fund risk0.45%
Legg Mason Low Volatility High Dividend ETFLVHDA--U.S. Mid Cap - Value12fund risk0%
JPMorgan Diversified Return International Currency Hedged ETFJPIHF+U.S. Mega Cap - Value12fund risk0%
Global X SuperDividend ETFSDIVF--U.S. Mid Cap - Value13fund risk0.58%
WisdomTree Global Equity Income FundDEWD-U.S. Large Cap - Value13fund risk0.58%
WisdomTree Equity Income FundDHSB-U.S. Large Cap - Value13fund risk0.38%
NuShares Enhanced Yield US Aggregate Bond ETFNUMVD--U.S. Mid Cap - Value14fund risk0%
Oppenheimer Ultra Dividend Revenue ETFRDIVB--U.S. Mid Cap - Value14fund risk0%
American Customer Satisfaction Core Alpha ETFACSIB--U.S. Mid Cap - Value14fund risk0%
Vanguard Consumer Staples ETFVDCB-U.S. Large Cap - Value14fund risk0.14%
WisdomTree MidCap Dividend FundDONB--U.S. Mid Cap - Value14fund risk0.38%
Guggenheim S&P 500 Equal Weight Consumer Staples ETFRHSB--U.S. Mid Cap - Value15fund risk0.5%
JPMorgan Diversified Return US Equity ETFJPUSA--U.S. Mid Cap - Value15fund risk0%
Global X Scientific Beta US ETFSCIUB--U.S. Mid Cap - Value15fund risk0%
WisdomTree Dividend Ex-Financials FundDTND-U.S. Large Cap - Value15fund risk0.38%
WisdomTree Total Dividend FundDTDB-U.S. Large Cap - Value15fund risk0.28%
John Hancock Multifactor Consumer Staples ETFJHMSC--U.S. Mid Cap - Value15fund risk0%
iShares Core U.S. Value ETFIUSVC-U.S. Large Cap - Value15fund risk0.25%
WisdomTree LargeCap Dividend FundDLNB-U.S. Large Cap - Value15fund risk0.28%
WisdomTree SmallCap Dividend FundDESC--U.S. Small Cap - Value15fund risk0.38%
WT US Qlt Shldr Shs of Benef InterestQSYF-U.S. All Cap - Value15fund risk0%
Oppenheimer Revenue Weighted ETF Trust Oppenheimer ESG Revenue ETFESGLF-U.S. Large Cap - Value15fund risk0%
Vanguard Small-Cap Value ETFVBRC--U.S. Small Cap - Value16fund risk0.09%
Vanguard Dividend Appreciation ETFVIGA-U.S. Large Cap - Value16fund risk0.1%
Guggenheim S&P MidCap 400 Equal Weight ETFEWMCD--U.S. Small Cap - Value16fund risk0%
NuShrs ETF Trst Shs of Benef Interest NuShares ESG Large-Cap ValueNULVB-U.S. Large Cap - Value16fund risk0%
Oppenheimer Large Cap Revenue ETFRWLC-U.S. All Cap - Value16fund risk0.49%
WisdomTree U.S. SmallCap Dividend Growth FundDGRSB--U.S. Small Cap - Value16fund risk0%
Global X | JPMorgan US Sector Rotator Index ETFSCTOF-U.S. All Cap - Value16fund risk0%
WisdomTree Total Earnings FundEXTC-U.S. All Cap - Value17fund risk0.28%
WisdomTree SmallCap Earnings FundEESB--U.S. Small Cap - Value17fund risk0.38%
Guggenheim S&P SmallCap 600 Equal Weight ETFEWSCD--U.S. Small Cap - Value17fund risk0%
Indexiq ETF Tr Shs IQ Chaikin U.S. Small Cap FundCSMLF--U.S. Small Cap - Value18fund risk0%
Guggenheim S&P 500 Equal Weight Materials ETFRTMC--U.S. Mid Cap - Value18fund risk0.5%
Guggenheim S&P 500 Equal Weight Financials ETFRYFF+U.S. Mega Cap - Value19fund risk0.5%
Oppenheimer Small Cap Revenue ETFRWJF--U.S. Small Cap - Value19fund risk0.54%
Arrow DWA Tactical ETFDWATF+U.S. Mega Cap - Value19fund risk0%
Vanguard Financials ETFVFHF+U.S. Mega Cap - Value19fund risk0.14%
John Hancock Multifactor Financials ETFJHMFF+U.S. Mega Cap - Value19fund risk0%
John Hancock Multifactor Materials ETFJHMAF--U.S. Mid Cap - Value20fund risk0%
Global X MLP ETFMLPAD--U.S. Mid Cap - Value22fund risk0.47%
Global X MLP & Energy Infrastructure ETFMLPXC--U.S. Mid Cap - Value22fund risk0%
Vanguard Energy ETFVDEF-U.S. All Cap - Value23fund risk0.14%
Guggenheim S&P 500 Equal Weight Energy ETFRYEF-U.S. All Cap - Value25fund risk0.5%
Global X SuperIncome Preferred ETFSPFFD--U.S. Mid Cap - Value5fund risk0.58%
J P Morgan Chase & Co ETFJPHFF+U.S. Mega Cap - Value7fund risk0%
ETFS Gold TrustSGOLC+Gold10fund risk0.39%
ETFS Physical Precious Metal Basket SharesGLTRC+Gold12fund risk0.6%
ETFS Blm All Cm ShsBCID--Commodities12fund risk0%
Global X SuperDividend REIT ETFSRETD-U.S. Real Estate13fund risk0%
iShares Global REIT ETFREETC-U.S. Real Estate13fund risk0%
iShares Commodities Select Strategy ETFCOMTB--Commodities14fund risk0%
Vanguard Utilities ETFVPUA-U.S. Real Estate15fund risk0.14%
Guggenheim S&P 500 Equal Weight Utilities ETFRYUA-U.S. Real Estate15fund risk0.5%
John Hancock Multifactor Utilities ETFJHMUA-U.S. Real Estate16fund risk0%
Guggenheim S&P 500 Equal Weight Real Estate ETFEWREA-U.S. Real Estate16fund risk0%
IQ US Real Estate Small Cap ETFROOFF-U.S. Real Estate16fund risk0.69%
iSh Cor US REIT ShsUSRTA-U.S. Real Estate16fund risk0%
ETFS Physical Silver SharesSIVRF+Gold17fund risk0.45%
iShares S&P GSCI Commodity Indexed TrustGSGD--Commodities18fund risk0.75%
John Hancock Multifactor Energy ETFJHMEF--Commodities25fund risk0%
WisdomTree Barclays U.S. Aggregate Bond Zero Duration FundAGZDC-U.S. Real Estate3fund risk0%
PIMCO Short Term Municipal Bond Exchange-Traded FundSMMUB+Gold3fund risk0.35%
iShares 1-3 Year Credit Bond ETFCSJF--Commodities50fund risk0.2%
iShares Intermediate Credit Bond ETFCIUF--Commodities50fund risk0.2%
WT Mngd Fut Stg ShsWTMFB--Commodities7fund risk0%
WisdomTree Bloomberg U.S. Dollar Bullish FundUSDUA+Gold7fund risk0%
Direxion Auspice Broad Commodity Strategy ETFCOMA--Commodities8fund risk0%
WisdomTree Chinese Yuan FundCYBF+Gold8fund risk0.45%
Global & Intl. Equity     
iShares Short Maturity Municipal Bond ETFMEARC--Emerging Markets1fund risk0%
Global X | JPMorgan Efficiente Index ETFEFFED--International Large Cap - Growth10fund risk0%
IQ Global Resources ETFGRESC--International Large Cap10fund risk0.75%
Legg Mason International Low Volatility High Dividend ETFLVHIA--International Large Cap12fund risk0%
JPMorgan Diversified Return Europe Currency Hedged ETFJPEHF--International Small Cap12fund risk0%
WisdomTree Dynamic Currency Hedged International Equity FundDDWMB--International Large Cap12fund risk0%
Legg Mason Developed EX-US Diversified Core ETFDDBIC--International Large Cap13fund risk0%
JPMorgan Diversified Return Global Equity ETFJPGEB--International Large Cap - Growth13fund risk0%
IQ 50 Percent Hedged FTSE Europe ETFHFXEB--Europe13fund risk0%
WisdomTree DEFA FundDWMB--International Large Cap13fund risk0.48%
WisdomTree International Dividend Ex-Financials FundDOOA--International Large Cap14fund risk0.58%
WisdomTree International Hedged Dividend Growth FundIHDGC--International Large Cap - Growth14fund risk0%
WisdomTree International LargeCap Dividend FundDOLB--International Large Cap14fund risk0.48%
WisdomTree Europe Hedged SmallCap Equity FundEUSCD--International Large Cap - Growth14fund risk0%
WisdomTree DEFA Equity Income FundDTHB--International Large Cap14fund risk0.58%
WisdomTree International MidCap Dividend FundDIMC--International Large Cap14fund risk0.58%
Diversified Return International Equity ETFJPINC--International Large Cap - Growth14fund risk0%
Guggenheim S&P High Income Infrastructure ETFGHIIB--International Large Cap14fund risk0%
NuShrs ETF Trst Shs of Benef Interest ESG International Developed Markets Equity FundNUDMD--International Large Cap14fund risk0%
Vanguard International High Dividend Yield ETFVYMIA--International Large Cap14fund risk0%
WisdomTree International SmallCap Dividend FundDLSF--International Large Cap14fund risk0.58%
IQ 50 Percent Hedged FTSE International ETFHFXIB--International Large Cap14fund risk0%
JPMorgan Diversified Return Europe Equity ETFJPEUC--Europe14fund risk0%
John Hancock Exchange-Traded Fund Trust John Hancock Multifactor DevelopedJHMDC--International Large Cap14fund risk0%
Vanguard FTSE Developed Markets ETFVEAB--International Large Cap14fund risk0.09%
WisdomTree Europe Hedged Equity FundHEDJB--International Large Cap - Growth14fund risk0.58%
Global X Scientific Beta Asia ex-Japan ETFSCIXF--Emerging Markets14fund risk0%
USAA MSCI International Value Momentum Blend Index ETFUIVMD--International Large Cap15fund risk0%
iShares Core MSCI Pacific ETFIPACC--Japan15fund risk0%
iShares Core MSCI Europe ETFIEURB--Europe15fund risk0%
WisdomTree Global ex-US Real Estate FundDRWB--Pacific ex-Japan15fund risk0.58%
Vanguard FTSE All World ex-US Small-Cap ETFVSSF--International Large Cap - Growth15fund risk0.2%
Oppenheimer Revenue Weighted ETF Trust Oppenheimer Global ESG Revenue ETFESGFD--International Large Cap15fund risk0%
WisdomTree Europe Dividend Growth FundEUDGC--International Large Cap - Growth15fund risk0%
iShares Core MSCI Total International Stock ETFIXUSC--International Large Cap - Growth15fund risk0.05%
Vanguard International Dividend Appreciation ETFVIGIA--International Large Cap - Growth15fund risk0%
Global X Scientific Beta Japan ETFSCIJF--Japan15fund risk0%
Global X Scientific Beta Europe ETFSCIDF--Europe15fund risk0%
WisdomTree Europe SmallCap Dividend FundDFEF--Europe15fund risk0.58%
Guggenheim MSCI Emerging Markets Equal Weight ETFEWEMC--International Large Cap - Growth16fund risk0.6%
WisdomTree Asia-Pacific ex-Japan FundAXJLB--Emerging Markets16fund risk0.48%
WisdomTree Global ex-U.S. Growth FundDNLC--International Large Cap - Growth16fund risk0.58%
WisdomTree Germany Hedged Equity FundDXGED--International Large Cap - Growth16fund risk0%
WisdomTree Australia Dividend FundAUSED--Pacific ex-Japan16fund risk0.58%
WisdomTree Japan SmallCap Dividend FundDFJD--Japan17fund risk0.58%
Global X Next Emerging & Frontier ETFEMFMD--Emerging Markets17fund risk0%
WisdomTree Brazilian Real FundBZFB--Emerging Markets17fund risk0.45%
JPMorgan Diversified Return Emerging Markets Equity ETFJPEMA--Emerging Markets18fund risk0%
WisdomTree Middle East Dividend FundGULFA--International Large Cap - Growth18fund risk0%
WisdomTree Japan Hedged Dividend Growth FundJHDGF--Japan18fund risk0%
IQ 50 Percent Hedged FTSE Japan ETFHFXJF--Japan18fund risk0%
WisdomTree Emerging Markets SmallCap Dividend FundDGSC--Emerging Markets18fund risk0.63%
WisdomTree Emerging Markets Equity Income FundDEMA--Emerging Markets19fund risk0.63%
USAA MSCI Emerging Markets Value Momentum Blend Index ETFUEVMC--Emerging Markets19fund risk0%
Global X MSCI SuperDividend Emerging Markets ETFSDEMC--Emerging Markets19fund risk0%
WisdomTree Japan Hedged SmallCap Equity FundDXJSD--Japan19fund risk0%
WisdomTree Emerging Markets Dividend Growth FundDGREB--Emerging Markets19fund risk0%
WisdomTree Japan Hedged Equity FundDXJC--Japan19fund risk0.48%
WisdomTree Emerging Markets Consumer Growth FundEMCGD--Emerging Markets19fund risk0%
NuShrs ETF Trst Shs of Benef Interest ESG Emerging Markets Equity FundNUEMC--Emerging Markets20fund risk0%
WisdomTree India Earnings FundEPIA--Emerging Markets20fund risk0.84%
Vanguard FTSE Emerging Markets ETFVWOA--Emerging Markets20fund risk0.15%
iBonds Mar 2020 Term Corporate ex-Financials ETFIBCDB--Pacific ex-Japan2fund risk0.1%
WisdomTree Emerging Markets ex-State-Owned Enterprises FundXSOEC--Emerging Markets21fund risk0%
WisdomTree Japan Hedged Financials FundDXJFD--Japan21fund risk0%
WisdomTree China ex-State-Owned Enterprises FundCXSEF--Emerging Markets27fund risk0%
IndexIQ ETF Trust IQ S&P High Yield Low Volatility Bond ETFHYLVC--International Large Cap - Growth4fund risk0%
IndexIQ ETF Trust - IQ Hedge Multi-Strategy Tracker ETFQAIC--International Large Cap - Growth5fund risk0.75%
WisdomTree Asia Local Debt FundALDB--Emerging Markets6fund risk0%
WisdomTree Emerging Currency FundCEWC--Emerging Markets7fund risk0.55%
WisdomTree Emerging Markets Local Debt FundELDC--Emerging Markets9fund risk0.55%
US Cash / Money MarketUSCASHC+U.S. Cash / Money Market0fund risk0%
PIMCO Enhanced Short Maturity Exchange-Traded FundMINTC+U.S. Treasury - Short0fund risk0.35%
JP Morgan ETF Shs Ultra Short Income FundJPSTBBond - Multi Sector0fund risk0%
Janus Henderson Short Duration Income ETFVNLAC-Bond - U.S. Corporate1fund risk0%
iShares Short Maturity Bond ETFNEARCBond - Multi Sector1fund risk0%
iBonds Dec 2019 Term Corporate ETFIBDKB+U.S. Treasury - Short1fund risk0%
iShares Floating Rate Bond ETFFLOTC+Bond - U.S. Municipals1fund risk0.2%
iBonds Dec 2020 Term Corporate ETFIBDLC+U.S. Treasury - Short1fund risk0%
iShares 0-5 Year Investment Grade Corporate Bond ETFSLQDC+U.S. Treasury - Short1fund risk0%
iShares 0-5 Year TIPS Bond ETFSTIPCU.S. Treasury - TIPS1fund risk0.2%
iShares iBonds Sep 2019 AMT-Free Muni Bond ETFIBMHCBond - Multi Sector1fund risk0%
USAA Core Short-Term Bond ETFUSTBC+U.S. Treasury - Short / Intermediate1fund risk0%
iShares Core 1-5 Year USD Bond ETFISTBC+U.S. Treasury - Short / Intermediate1fund risk0.12%
iBonds Dec 2021 Term Corporate ETFIBDMC+U.S. Treasury - Short1fund risk0%
PIMCO 1-5 Year U.S. TIPS Index Exchange-Traded FundSTPZCU.S. Treasury - TIPS1fund risk0.2%
iBonds Sep 2020 Term Muni Bond ETFIBMIC+U.S. Treasury - Intermediate / Long1fund risk0%
iBonds Dec 2021 Term Muni Bond ETFIBMJC+U.S. Treasury - Intermediate2fund risk0%
NuShrs ETF Trst ShsNUSAC+U.S. Treasury - Short2fund risk0%
Vanguard Total International Bond ETFBNDXB+U.S. Treasury - Intermediate / Long2fund risk0%
iBonds Dec 2022 Term Muni Bond ETFIBMKC+U.S. Treasury - Intermediate2fund risk0%
PIMCO 25+ Year Zero Coupon U.S. Treasury Index Exchange-Traded FundZROZD+U.S. Treasury - Long14fund risk0.16%
Vanguard Tax-Exempt Bond ETFVTEBB+U.S. Treasury - Intermediate / Long2fund risk0%
iBonds Mar 2020 Term Corporate ETFIBDCBU.S. Treasury - TIPS2fund risk0.07%
iShares Core International Aggregate Bond ETFIAGGB+Bond - U.S. Mortgages2fund risk0%
PIMCO Low Duration Exchange-Traded FundLDURD+U.S. Treasury - Short2fund risk0%
iBonds Dec 2022 Term Corporate ETFIBDNC+U.S. Treasury - Short / Intermediate2fund risk0%
NuShares ESG U.S. Aggregate Bond ETFNUBDC+Bond - U.S. Mortgages2fund risk0%
iShares National Muni Bond ETFMUBC+U.S. Treasury - Intermediate / Long2fund risk0.25%
iBonds Dec 2023 Term Corporate ETFIBDOC+U.S. Treasury - Short / Intermediate2fund risk0%
Pimco Total Return ETFBONDC+Bond - U.S. Mortgages2fund risk0.56%
Vanguard Mortgage-Backed Securities ETFVMBSC+Bond - U.S. Mortgages3fund risk0%
iShares TrustIBMLC+U.S. Treasury - Intermediate3fund risk0%
iShares Core Total USD Bond Market ETFIUSBCBond - Multi Sector3fund risk0%
PIMCO Intermediate Municipal Bond Exchange-Traded FundMUNIC+U.S. Treasury - Intermediate3fund risk0.35%
Vanguard Total Bond Market ETFBNDC+Bond - U.S. Mortgages3fund risk0.08%
WisdomTree Barclays U.S. Aggregate Bond Enhanced Yield FundAGGYD+Bond - U.S. Mortgages3fund risk0%
USAA Core Intermediate-Term Bond ETFUITBD+Bond - U.S. Mortgages3fund risk0%
iBonds Dec 2024 Term Corporate ETFIBDPCBond - Multi Sector3fund risk0%
PIMCO Investment Grade Corporate Bond Index Exchange-Traded FundCORPC-Bond - U.S. Corporate3fund risk0.2%
iBonds Mar 2023 Term Corporate ETFIBDDC+U.S. Treasury - Short / Intermediate3fund risk0.07%
IQ Enhanced Core Bond U.S. ETFAGGEC+U.S. Treasury - Long4fund risk0%
iBonds Dec 2025 Term Corporate ETFIBDQC-Bond - U.S. Corporate4fund risk0%
IQ Enhanced Core Plus Bond U.S. ETFAGGPC-Bond - U.S. Corporate4fund risk0%
iBonds Mar 2023 Term Corporate ex-Financials ETFIBCEC+U.S. Treasury - Short / Intermediate4fund risk0.1%
iShares Core 5-10 Year USD Bond ETFIMTBC+Bond - U.S. Mortgages4fund risk0%
iShares iBonds Dec 2026 Term Corporate ETFIBDRC-Bond - U.S. Corporate4fund risk0%
Guggenheim Total Return ETFGTOC+U.S. Treasury - Intermediate / Long4fund risk0%
Vanguard Emerging Markets Government Bond ETFVWOBC-Bond - Emerging Market4fund risk0%
iShares TrustMLQDC+Bond - U.S. Municipals4fund risk0%
iShares iBonds Dec 2027 Term Corporate ETFIBDSC-Bond - U.S. Corporate5fund risk0%
WisdomTree Barclays U.S. Aggregate Bond Negative Duration FundAGNDC+U.S. Treasury - Intermediate / Long5fund risk0%
WisdomTree Emerging Markets Corporate Bond FundEMCBC-Bond - Emerging Market6fund risk0%
iShares Core Long-Term US Bond ETFILTBC-Bond - U.S. Corporate7fund risk0.12%
iShares TrustLLQDD-Bond - U.S. Corporate7fund risk0%
WisdomTree BofA Merrill Lynch High Yield Bond Negative Duration FundHYNDD+U.S. Treasury - Intermediate8fund risk0%
PIMCO 15+ Year U.S. TIPS Index Exchange-Traded FundLTPZDU.S. Treasury - TIPS9fund risk0.21%
iShares 10+ Year Credit Bond ETFCLY Other0fund risk0.2%
Janus Velocity Tail Risk Hedged Large Cap ETFTRSK Other0fund risk0.65%
iBonds Dec 2018 Term Corporate ETFIBDH Other0fund risk0%
iShares iBonds Sep 2018 AMT-Free Muni Bond ETFIBMG Other0fund risk0%
Inference CorpINFR 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%
NuShs Enh Yd US ShsNUAG Other0fund risk0%
Reality Shares Nasdaq NextGen Economy ETFBLCN Other0fund risk0%
Vanguard Wellington FundVFLQ Other0fund risk0%
Vanguard Wellington FundVFMF Other0fund risk0%
Vanguard Wellington FundVFMO Other0fund risk0%
Vanguard Wellington FundVFMV Other0fund risk0%
Vanguard Wellington FundVFQY Other0fund risk0%
Vanguard Wellington FundVFVA Other0fund risk0%
iShares TrustIBMM 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