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PLAN FUNDS

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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.

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Name	Ticker	Rating	Best Fit Category	Risk (%)	Fees
U.S. Equities - Blend
iShares Core Aggressive Allocation ETF	AOA	C	U.S. All Cap	11	0.11%
Reality Shares DIVS Exchange-Traded Fund	DIVY	C	U.S. Mega Cap	11	0%
Global X Scientific Beta US ETF	SCIU	C+	U.S. Mid Cap	13	0%
JPMorgan Diversified Return U.S. Mid Cap Equity ETF	JPME	D+	U.S. Mid Cap	14	0%
Vanguard Total World Stock ETF	VT	C	U.S. All Cap	14	0.18%
Global X Conscious Companies ETF	KRMA	B+	U.S. Mid Cap	14	0%
Guggenheim S&P 500 Equal Weight ETF	RSP	C+	U.S. Mid Cap	15	0.4%
WisdomTree US Dividend Growth Fund	DGRW	D	U.S. Large Cap	15	0%
WisdomTree Earnings 500 Fund	EPS	C	U.S. Large Cap	15	0.28%
USAA MSCI USA Value Momentum Blend Index ETF	ULVM	F+	U.S. Mid Cap	15	0%
WisdomTree Total Earnings Fund	EXT	C	U.S. All Cap	15	0.28%
John Hancock Multifactor Large Cap ETF	JHML	C	U.S. Large Cap	15	0%
Vanguard Wellington Fund	VFMF	F+	U.S. Mid Cap	15	0%
Vanguard S&P 500 ETF	VOO	C	U.S. Large Cap	15	0.05%
iShares Core S&P Total U.S. Stock Market ETF	ITOT	C	U.S. All Cap	15	0.07%
Global X S&P 500 Catholic Values ETF	CATH	C	U.S. Large Cap	15	0%
Vanguard Total Stock Market ETF	VTI	C	U.S. All Cap	15	0.05%
John Hancock Multifactor Mid Cap ETF	JHMM	D+	U.S. Mid Cap	15	0%
USAA MSCI USA Small Cap Value Momentum Blend Index ETF	USVM	D--	U.S. Small Cap	16	0%
JPMorgan Diversified Return U.S. Small Cap Equity ETF	JPSE	B--	U.S. Small Cap	16	0%
JH Multi Sml Cp Shs	JHSC	B--	U.S. Small Cap	16	0%
John Hancock Multifactor Consumer Discretionary ETF	JHMC	D+	U.S. Mid Cap	16	0%
Global X Guru Index ETF	GURU	C+	U.S. Mid Cap	16	0.75%
Vanguard Wellington Fund	VFQY	C--	U.S. Small Cap	16	0%
John Hancock Multifactor Healthcare ETF	JHMH	F	U.S. All Cap	17	0%
Guggenheim S&P 500 Equal Weight Consumer Discretionary ETF	RCD	D+	U.S. Mid Cap	17	0.5%
Reality Shares DIVCON Leaders Dividend ETF	LEAD	C	U.S. All Cap	17	0%
Vanguard Health Care ETF	VHT	D	U.S. All Cap	17	0.14%
NuShrs ETF Trst Shs of Benef Interest NuShares ESG Small-Cap	NUSC	B--	U.S. Small Cap	17	0%
Guggenheim S&P 500 Equal Weight Healthcare ETF	RYH	C	U.S. All Cap	17	0.5%
Guggenheim S&P 500 Equal Weight Industrials ETF	RGI	C+	U.S. Mid Cap	18	0.5%
Vanguard Industrials ETF	VIS	D+	U.S. Mid Cap	18	0.14%
JP Morgan ETF Shs of Benef Interest Global Bond Opportunities Fund	JPGB	A	U.S. Mega Cap	3	0%
iShares 0-5 Year High Yield Corporate Bond ETF	SHYG	B	U.S. All Cap	4	0%
PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund	HYS	B	U.S. All Cap	4	0.55%
IndexIQ ETF Trust IQ S&P High Yield Low Volatility Bond ETF	HYLV	A	U.S. All Cap	4	0%
JPMorgan Disciplined HY ETF	JPHY	A	U.S. All Cap	5	0%
iShares Fallen Angels USD Bond ETF	FALN	A	U.S. All Cap	5	0%
WisdomTree BofA Merrill Lynch High Yield Bond Zero Duration Fund	HYZD	B	U.S. All Cap	6	0%
iShares Core Growth Allocation ETF	AOR	B	U.S. All Cap	9	0.11%
U.S. Equities - Growth
Chart Acquisition Corp	CACG	C	U.S. All Cap - Growth	17	0%
iShares Core U.S. Growth ETF	IUSG	C	U.S. Large Cap - Growth	17	0.25%
NuShares Enhanced Yield US Aggregate Bond ETF	NUMG	B++	U.S. Mid Cap - Growth	18	0%
NuShares Enhanced Yield US Aggregate Bond ETF	NULG	B	U.S. All Cap - Growth	18	0%
Reality Shares Nasdaq NextGen Economy ETF	BLCN	C	U.S. All Cap - Growth	18	0%
Vanguard Telecommunication Services ETF	VOX	D	U.S. Mega Cap - Growth	18	0.14%
Vanguard Consumer Discretionary ETF	VCR	C	U.S. All Cap - Growth	19	0.14%
Vanguard Wellington Fund	VFMO	F++	U.S. Mid Cap - Growth	19	0%
Direxion NASDAQ 100 Equal Weighted Index Shares	QQQE	B	U.S. All Cap - Growth	19	0.35%
Vanguard Small-Cap Growth ETF	VBK	A--	U.S. Small Cap - Growth	20	0.09%
Janus Small/Mid Cap Growth Alpha ETF	JSMD	A--	U.S. Small Cap - Growth	20	0%
Janus Small Cap Growth Alpha ETF	JSML	A--	U.S. Small Cap - Growth	21	0%
Guggenheim S&P 500 Equal Weight Technology ETF	RYT	D++	U.S. Mid Cap - Growth	21	0.5%
John Hancock Multifactor Technology ETF	JHMT	C	U.S. All Cap - Growth	21	0%
Vanguard Information Technology ETF	VGT	B	U.S. Large Cap - Growth	23	0.14%
IQ Merger Arbitrage ETF	MNA	C--	U.S. Small Cap - Growth	4	0.75%
U.S. Equities - Value
Global SuperDividend US ETF	DIV	F	U.S. Mid Cap - Value	10	0.45%
Vanguard Wellington Fund	VFMV	A	U.S. Mid Cap - Value	11	0%
WisdomTree Global Equity Income Fund	DEW	C	U.S. Large Cap - Value	11	0.58%
Guggenheim S&P High Income Infrastructure ETF	GHII	A	U.S. Mid Cap - Value	12	0%
WisdomTree Equity Income Fund	DHS	C	U.S. Large Cap - Value	12	0.38%
Global X SuperDividend ETF	SDIV	F	U.S. Mid Cap - Value	12	0.58%
Vanguard Consumer Staples ETF	VDC	A	U.S. Large Cap - Value	12	0.14%
NuShrs ETF Trst Shs of Benef Interest NuShares ESG Large-Cap Value	NULV	C	U.S. Large Cap - Value	13	0%
American Customer Satisfaction Core Alpha ETF	ACSI	B	U.S. Mid Cap - Value	13	0%
Guggenheim S&P 500 Equal Weight Consumer Staples ETF	RHS	A	U.S. Large Cap - Value	13	0.5%
Global X \| JPMorgan US Sector Rotator Index ETF	SCTO	F	U.S. All Cap - Value	13	0%
Oppenheimer Ultra Dividend Revenue ETF	RDIV	D	U.S. All Cap - Value	13	0%
John Hancock Multifactor Consumer Staples ETF	JHMS	C	U.S. Large Cap - Value	13	0%
WisdomTree LargeCap Dividend Fund	DLN	C	U.S. Large Cap - Value	13	0.28%
Arrow Dow Jones Global Yield ETF	GYLD	A--	U.S. Micro Cap - Value	13	0.75%
WisdomTree Total Dividend Fund	DTD	C	U.S. Large Cap - Value	13	0.28%
JPMorgan Diversified Return US Equity ETF	JPUS	C	U.S. Mid Cap - Value	13	0%
NuShares Enhanced Yield US Aggregate Bond ETF	NUMV	B	U.S. Mid Cap - Value	14	0%
WisdomTree Dividend Ex-Financials Fund	DTN	F	U.S. All Cap - Value	14	0.38%
Vanguard Dividend Appreciation ETF	VIG	A	U.S. Large Cap - Value	14	0.1%
iShares Core U.S. Value ETF	IUSV	C	U.S. All Cap - Value	14	0.25%
WisdomTree MidCap Dividend Fund	DON	C	U.S. Mid Cap - Value	14	0.38%
Oppenheimer Revenue Weighted ETF Trust Oppenheimer ESG Revenue ETF	ESGL	D	U.S. All Cap - Value	14	0%
Oppenheimer Large Cap Revenue ETF	RWL	C	U.S. All Cap - Value	15	0.49%
Direxion All Cap Insider Sentiment Shares	KNOW	A--	U.S. Small Cap - Value	15	0.65%
Vanguard Wellington Fund	VFLQ	A--	U.S. Small Cap - Value	15	0%
WT US Qlt Shldr Shs of Benef Interest	QSY	B	U.S. Mid Cap - Value	15	0%
Vanguard Small-Cap Value ETF	VBR	B--	U.S. Small Cap - Value	15	0.09%
WisdomTree SmallCap Dividend Fund	DES	C--	U.S. Small Cap - Value	16	0.38%
Guggenheim S&P MidCap 400 Equal Weight ETF	EWMC	A--	U.S. Small Cap - Value	16	0%
WisdomTree MidCap Earnings Fund	EZM	A--	U.S. Small Cap - Value	17	0.38%
Vanguard Wellington Fund	VFVA	C--	U.S. Small Cap - Value	17	0%
Vanguard Financials ETF	VFH	D+	U.S. Mega Cap - Value	17	0.14%
John Hancock Multifactor Financials ETF	JHMF	C	U.S. All Cap - Value	17	0%
Guggenheim S&P 500 Equal Weight Financials ETF	RYF	C	U.S. All Cap - Value	17	0.5%
WisdomTree U.S. SmallCap Dividend Growth Fund	DGRS	A--	U.S. Small Cap - Value	17	0%
iShares Trust	USHY	F--	U.S. Small Cap - Value	17	0%
John Hancock Multifactor Industrials ETF	JHMI	B	U.S. Mid Cap - Value	18	0%
Guggenheim S&P 500 Equal Weight Materials ETF	RTM	C	U.S. Mid Cap - Value	18	0.5%
WisdomTree SmallCap Earnings Fund	EES	C--	U.S. Small Cap - Value	18	0.38%
Guggenheim S&P SmallCap 600 Equal Weight ETF	EWSC	D--	U.S. Small Cap - Value	18	0%
Oppenheimer Mid Cap Revenue ETF	RWK	A--	U.S. Small Cap - Value	18	0.54%
Vanguard Materials ETF	VAW	F	U.S. All Cap - Value	18	0.14%
Indexiq ETF Tr Shs IQ Chaikin U.S. Small Cap Fund	CSML	D--	U.S. Small Cap - Value	18	0%
John Hancock Multifactor Materials ETF	JHMA	F	U.S. Mid Cap - Value	19	0%
Oppenheimer Small Cap Revenue ETF	RWJ	F--	U.S. Small Cap - Value	20	0.54%
Global X MLP ETF	MLPA	C	U.S. Mid Cap - Value	20	0.47%
Global X MLP & Energy Infrastructure ETF	MLPX	C	U.S. Mid Cap - Value	21	0%
Vanguard Energy ETF	VDE	F	U.S. All Cap - Value	22	0.14%
John Hancock Multifactor Energy ETF	JHME	F	U.S. All Cap - Value	25	0%
Guggenheim S&P 500 Equal Weight Energy ETF	RYE	F	U.S. All Cap - Value	25	0.5%
Global X SuperIncome Preferred ETF	SPFF	A--	U.S. Micro Cap - Value	5	0.58%
J P Morgan Chase & Co ETF	JPHF	D	U.S. All Cap - Value	5	0%
Global X SuperDividend Alternatives ETF	ALTY	A	U.S. Mid Cap - Value	10	0%
Specialty
Legg Mason Low Volatility High Dividend ETF	LVHD	B++	U.S. Real Estate	11	0%
Global X SuperDividend REIT ETF	SRET	C++	U.S. Real Estate	11	0%
ETFS Physical Precious Metal Basket Shares	GLTR	B++	Gold	11	0.6%
ETFS Blm All Cm Shs	BCI	D--	Commodities	12	0%
iShares Global REIT ETF	REET	B++	U.S. Real Estate	12	0%
iShares Commodities Select Strategy ETF	COMT	C--	Commodities	13	0%
Vanguard Utilities ETF	VPU	A++	U.S. Real Estate	14	0.14%
Guggenheim S&P 500 Equal Weight Utilities ETF	RYU	A++	U.S. Real Estate	14	0.5%
Guggenheim S&P 500 Equal Weight Real Estate ETF	EWRE	A++	U.S. Real Estate	15	0%
John Hancock Multifactor Utilities ETF	JHMU	A++	U.S. Real Estate	15	0%
IQ US Real Estate Small Cap ETF	ROOF	F++	U.S. Real Estate	15	0.69%
iSh Cor US REIT Shs	USRT	B++	U.S. Real Estate	15	0%
ETFS Physical Silver Shares	SIVR	F++	Gold	15	0.45%
iShares S&P GSCI Commodity Indexed Trust	GSG	D--	Commodities	18	0.75%
iShares 1-3 Year Credit Bond ETF	CSJ	F--	Commodities	52	0.2%
Global X \| JPMorgan Efficiente Index ETF	EFFE	C++	U.S. Real Estate	6	0%
Direxion Auspice Broad Commodity Strategy ETF	COM	D--	Commodities	7	0%
WT Mngd Fut Stg Shs	WTMF	C++	Gold	7	0%
ETFS Gold Trust	SGOL	A++	Gold	10	0.39%
Global & Intl. Equity
iShares Floating Rate Bond ETF	FLOT	B--	International Small Cap	1	0.2%
iBonds Mar 2020 Term Corporate ex-Financials ETF	IBCD	B++	Pacific ex-Japan	2	0.1%
IQ Global Resources ETF	GRES	C--	International Large Cap	10	0.75%
WisdomTree Dynamic Currency Hedged International Equity Fund	DDWM	A--	International Large Cap	11	0%
WisdomTree International Dividend Ex-Financials Fund	DOO	B--	International Large Cap	12	0.58%
JPMorgan Diversified Return Global Equity ETF	JPGE	D	International Large Cap - Growth	12	0%
WisdomTree DEFA Equity Income Fund	DTH	B--	International Large Cap	12	0.58%
IQ 50 Percent Hedged FTSE Europe ETF	HFXE	A-	Europe	12	0%
WisdomTree International LargeCap Dividend Fund	DOL	A--	International Large Cap	12	0.48%
Diversified Return International Equity ETF	JPIN	D--	International Large Cap	13	0%
WisdomTree DEFA Fund	DWM	B--	International Large Cap	13	0.48%
WisdomTree Europe Hedged SmallCap Equity Fund	EUSC	A--	International Large Cap	13	0%
WisdomTree International Hedged Dividend Growth Fund	IHDG	B	International Large Cap - Growth	13	0%
WisdomTree International SmallCap Dividend Fund	DLS	D--	International Large Cap	13	0.58%
WisdomTree International MidCap Dividend Fund	DIM	C--	International Large Cap	13	0.58%
John Hancock Exchange-Traded Fund Trust John Hancock Multifactor Developed	JHMD	B--	International Large Cap	13	0%
WisdomTree Global ex-US Real Estate Fund	DRW	B	Pacific ex-Japan	13	0.58%
Vanguard International High Dividend Yield ETF	VYMI	B--	International Large Cap	13	0%
Global X Scientific Beta Europe ETF	SCID	C-	Europe	13	0%
Vanguard FTSE Developed Markets ETF	VEA	B--	International Large Cap	13	0.09%
Global X Scientific Beta Asia ex-Japan ETF	SCIX	A--	Pacific	13	0%
USAA MSCI International Value Momentum Blend Index ETF	UIVM	D--	International Large Cap	13	0%
JPMorgan Diversified Return Europe Equity ETF	JPEU	D-	Europe	13	0%
WisdomTree Europe Dividend Growth Fund	EUDG	B	International Large Cap - Growth	13	0%
iShares Core MSCI Pacific ETF	IPAC	B--	Japan	14	0%
NuShrs ETF Trst Shs of Benef Interest ESG International Developed Markets Equity Fund	NUDM	A--	International Large Cap	14	0%
iShares Core MSCI Europe ETF	IEUR	B-	Europe	14	0%
Vanguard International Dividend Appreciation ETF	VIGI	A	International Large Cap - Growth	14	0%
Guggenheim MSCI Emerging Markets Equal Weight ETF	EWEM	B-	Emerging Markets	14	0.6%
IQ 50 Percent Hedged FTSE International ETF	HFXI	A--	International Large Cap	14	0%
WisdomTree Europe Hedged Equity Fund	HEDJ	A	International Large Cap - Growth	14	0.58%
Vanguard FTSE All World ex-US Small-Cap ETF	VSS	F	International Large Cap - Growth	14	0.2%
WisdomTree Europe SmallCap Dividend Fund	DFE	D-	Europe	14	0.58%
iShares Core MSCI Total International Stock ETF	IXUS	D	International Large Cap - Growth	14	0.05%
Oppenheimer Revenue Weighted ETF Trust Oppenheimer Global ESG Revenue ETF	ESGF	B-	Europe	14	0%
Global X Scientific Beta Japan ETF	SCIJ	F--	Japan	14	0%
WisdomTree Asia-Pacific ex-Japan Fund	AXJL	A-	Emerging Markets	14	0.48%
WisdomTree Global ex-U.S. Growth Fund	DNL	C	International Large Cap - Growth	15	0.58%
Global X Next Emerging & Frontier ETF	EMFM	B-	Emerging Markets	15	0%
IQ 50 Percent Hedged FTSE Japan ETF	HFXJ	C--	Japan	16	0%
WisdomTree Germany Hedged Equity Fund	DXGE	A--	International Large Cap	16	0%
WisdomTree Japan SmallCap Dividend Fund	DFJ	F--	Japan	16	0.58%
JPMorgan Diversified Return Emerging Markets Equity ETF	JPEM	B-	Emerging Markets	16	0%
WisdomTree Middle East Dividend Fund	GULF	A-	Emerging Markets	17	0%
WisdomTree Emerging Markets Equity Income Fund	DEM	A-	Emerging Markets	17	0.63%
USAA MSCI Emerging Markets Value Momentum Blend Index ETF	UEVM	D-	Emerging Markets	17	0%
WisdomTree Emerging Markets SmallCap Dividend Fund	DGS	B-	Emerging Markets	17	0.63%
Global X MSCI SuperDividend Emerging Markets ETF	SDEM	C-	Emerging Markets	17	0%
WisdomTree Japan Hedged Equity Fund	DXJ	D--	Japan	18	0.48%
Vanguard FTSE Emerging Markets ETF	VWO	B-	Emerging Markets	19	0.15%
WisdomTree Japan Hedged SmallCap Equity Fund	DXJS	F--	Japan	19	0%
WisdomTree Emerging Markets Consumer Growth Fund	EMCG	B-	Emerging Markets	19	0%
NuShrs ETF Trst Shs of Benef Interest ESG Emerging Markets Equity Fund	NUEM	C-	Emerging Markets	19	0%
WisdomTree Emerging Markets Dividend Growth Fund	DGRE	B-	Emerging Markets	19	0%
WisdomTree Emerging Markets ex-State-Owned Enterprises Fund	XSOE	C-	Emerging Markets	20	0%
WisdomTree India Earnings Fund	EPI	B-	Emerging Markets	20	0.84%
WisdomTree China ex-State-Owned Enterprises Fund	CXSE	D-	Emerging Markets	28	0%
IndexIQ ETF Trust - IQ Hedge Multi-Strategy Tracker ETF	QAI	C	International Large Cap - Growth	4	0.75%
iShares Core Conservative Allocation ETF	AOK	A	International Large Cap - Growth	4	0.11%
iShares Core Moderate Allocation Fund	AOM	A	International Large Cap - Growth	6	0.11%
WisdomTree Bloomberg U.S. Dollar Bullish Fund	USDU	B--	International Large Cap	7	0%
WisdomTree Emerging Currency Fund	CEW	B-	Emerging Markets	7	0.55%
WisdomTree Chinese Yuan Fund	CYB	D++	Pacific ex-Japan	8	0.45%
WisdomTree Emerging Markets Local Debt Fund	ELD	A-	Emerging Markets	9	0.55%
Legg Mason International Low Volatility High Dividend ETF	LVHI	A--	International Large Cap - Value	10	0%
Bonds
US Cash / Money Market	USCASH	C+	U.S. Cash / Money Market	0	0%
PIMCO Enhanced Short Maturity Exchange-Traded Fund	MINT	B++	U.S. Treasury - Short	0	0.35%
JP Morgan ETF Shs Ultra Short Income Fund	JPST	B++	Bond - U.S. Mortgages	0	0%
iBonds Dec 2019 Term Corporate ETF	IBDK	B++	Bond - Multi Sector	1	0%
iShares Short Maturity Bond ETF	NEAR	C++	Bond - Multi Sector	1	0%
Janus Henderson Short Duration Income ETF	VNLA	B++	U.S. Treasury - Short	1	0%
iBonds Dec 2020 Term Corporate ETF	IBDL	B++	U.S. Treasury - Short / Intermediate	1	0%
iShares iBonds Sep 2019 AMT-Free Muni Bond ETF	IBMH	C++	Bond - Multi Sector	1	0%
iShares 0-5 Year Investment Grade Corporate Bond ETF	SLQD	B++	U.S. Treasury - Short	1	0%
iShares Short Maturity Municipal Bond ETF	MEAR	C++	Bond - Multi Sector	1	0%
iShares Core 1-5 Year USD Bond ETF	ISTB	B++	U.S. Treasury - Short / Intermediate	1	0.12%
iBonds Dec 2021 Term Corporate ETF	IBDM	C++	U.S. Treasury - Short	1	0%
iBonds Sep 2020 Term Muni Bond ETF	IBMI	C++	Bond - U.S. Mortgages	1	0%
USAA Core Short-Term Bond ETF	USTB	B++	U.S. Treasury - Short	1	0%
iBonds Dec 2021 Term Muni Bond ETF	IBMJ	B++	U.S. Treasury - Intermediate	1	0%
iShares 0-5 Year TIPS Bond ETF	STIP	B++	U.S. Treasury - TIPS	1	0.2%
NuShrs ETF Trst Shs	NUSA	B++	U.S. Treasury - Short	1	0%
PIMCO 1-5 Year U.S. TIPS Index Exchange-Traded Fund	STPZ	B++	U.S. Treasury - TIPS	2	0.2%
iBonds Dec 2022 Term Muni Bond ETF	IBMK	B++	Bond - U.S. Mortgages	2	0%
Vanguard Tax-Exempt Bond ETF	VTEB	A++	U.S. Treasury - Intermediate / Long	2	0%
iBonds Mar 2020 Term Corporate ETF	IBDC	B++	U.S. Treasury - Long	2	0.07%
iShares Trust	IBMM	B++	Bond - U.S. Mortgages	2	0%
Vanguard Total International Bond ETF	BNDX	A++	U.S. Treasury - Intermediate / Long	2	0%
iBonds Dec 2022 Term Corporate ETF	IBDN	B++	U.S. Treasury - Short / Intermediate	2	0%
PIMCO Low Duration Exchange-Traded Fund	LDUR	C++	Bond - Multi Sector	2	0%
iShares Trust	IBML	B++	U.S. Treasury - Intermediate	2	0%
PIMCO 25+ Year Zero Coupon U.S. Treasury Index Exchange-Traded Fund	ZROZ	D++	U.S. Treasury - Long	13	0.16%
Arrow DWA Tactical ETF	DWAT	F++	Bond - U.S. High Yield	17	0%
NuShares ESG U.S. Aggregate Bond ETF	NUBD	A++	U.S. Treasury - Intermediate	2	0%
iShares National Muni Bond ETF	MUB	B++	Bond - U.S. Mortgages	2	0.25%
Pimco Total Return ETF	BOND	B++	Bond - U.S. Mortgages	2	0.56%
iShares Core International Aggregate Bond ETF	IAGG	A++	U.S. Treasury - Intermediate	2	0%
PIMCO Intermediate Municipal Bond Exchange-Traded Fund	MUNI	B++	U.S. Treasury - Intermediate	2	0.35%
Vanguard Mortgage-Backed Securities ETF	VMBS	C++	Bond - U.S. Mortgages	2	0%
iBonds Dec 2023 Term Corporate ETF	IBDO	B++	U.S. Treasury - Short / Intermediate	2	0%
PIMCO Short Term Municipal Bond Exchange-Traded Fund	SMMU	C++	Bond - U.S. Municipals	2	0.35%
IQ Enhanced Core Bond U.S. ETF	AGGE	B++	U.S. Treasury - Intermediate	2	0%
iBonds Mar 2023 Term Corporate ex-Financials ETF	IBCE	B++	U.S. Treasury - Short / Intermediate	2	0.1%
iShares Core Total USD Bond Market ETF	IUSB	B++	Bond - Multi Sector	3	0%
WisdomTree Barclays U.S. Aggregate Bond Enhanced Yield Fund	AGGY	A++	Bond - U.S. Mortgages	3	0%
iBonds Dec 2024 Term Corporate ETF	IBDP	A++	U.S. Treasury - Short / Intermediate	3	0%
Vanguard Total Bond Market ETF	BND	B++	U.S. Treasury - Intermediate	3	0.08%
IQ Enhanced Core Plus Bond U.S. ETF	AGGP	C++	Bond - U.S. Corporate	3	0%
WisdomTree Barclays U.S. Aggregate Bond Zero Duration Fund	AGZD	C++	Bond - U.S. High Yield	3	0%
iBonds Mar 2023 Term Corporate ETF	IBDD	B++	U.S. Treasury - Short / Intermediate	3	0.07%
USAA Core Intermediate-Term Bond ETF	UITB	B++	Bond - U.S. Mortgages	3	0%
iShares Core 5-10 Year USD Bond ETF	IMTB	B++	Bond - U.S. Mortgages	3	0%
PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund	CORP	B++	Bond - U.S. Corporate	3	0.2%
iBonds Dec 2025 Term Corporate ETF	IBDQ	A++	Bond - U.S. Corporate	3	0%
iShares iBonds Dec 2026 Term Corporate ETF	IBDR	B++	Bond - U.S. Corporate	4	0%
Guggenheim Total Return ETF	GTO	A++	U.S. Treasury - Intermediate / Long	4	0%
Vanguard Emerging Markets Government Bond ETF	VWOB	B++	Bond - Emerging Market	4	0%
iShares iBonds Dec 2027 Term Corporate ETF	IBDS	B++	Bond - U.S. Corporate	4	0%
iShares Trust	MLQD	A++	U.S. Treasury - Short / Intermediate	5	0%
WisdomTree Barclays U.S. Aggregate Bond Negative Duration Fund	AGND	B++	U.S. Treasury - Intermediate / Long	5	0%
WisdomTree Emerging Markets Corporate Bond Fund	EMCB	B++	Bond - Emerging Market	6	0%
iShares Intermediate Credit Bond ETF	CIU	F++	Bond - U.S. Corporate	53	0.2%
iShares Core Long-Term US Bond ETF	ILTB	D++	Bond - U.S. Corporate	6	0.12%
iShares Trust	LLQD	B++	Bond - U.S. Corporate	7	0%
WisdomTree BofA Merrill Lynch High Yield Bond Negative Duration Fund	HYND	A++	U.S. Treasury - Intermediate	8	0%
PIMCO 15+ Year U.S. TIPS Index Exchange-Traded Fund	LTPZ	F++	U.S. Treasury - TIPS	9	0.21%
Other
WisdomTree Asia Local Debt Fund	ALD		Other	0	0%
WisdomTree Brazilian Real Fund	BZF		Other	0	0.45%
iShares 10+ Year Credit Bond ETF	CLY		Other	0	0.2%
WisdomTree Australia Dividend Fund	AUSE		Other	0	0.58%
Janus Velocity Tail Risk Hedged Large Cap ETF	TRSK		Other	0	0.65%
WisdomTree Japan Hedged Financials Fund	DXJF		Other	0	0%
WisdomTree Japan Hedged Dividend Growth Fund	JHDG		Other	0	0%
Legg Mason Developed EX-US Diversified Core ETF	DDBI		Other	0	0%
iBonds Dec 2018 Term Corporate ETF	IBDH		Other	0	0%
iShares iBonds Sep 2018 AMT-Free Muni Bond ETF	IBMG		Other	0	0%
JPMorgan Diversified Return Europe Currency Hedged ETF	JPEH		Other	0	0%
JPMorgan Diversified Return International Currency Hedged ETF	JPIH		Other	0	0%
Inference Corp	INFR		Other	0	0%
PIMCO Eqty Ser Shs RAFI Dynamic Multi-Factor Intl Equity Fund	MFDX		Other	0	0%
PIMCO Eqty Ser Shs RAFI Dynamic Multi-Factor Emerging Mkts Equity Fund	MFEM		Other	0	0%
PIMCO Eqty Ser Shs RAFI Dynamic Multi-Factor US Equity Fund	MFUS		Other	0	0%
NuShs Enh Yd US Shs	NUAG		Other	0	0%

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