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     
Vanguard Wellington FundVFMVAU.S. Mid Cap11fund risk0%
iShares Core Aggressive Allocation ETFAOACU.S. All Cap12fund risk0.11%
Reality Shares DIVS Exchange-Traded FundDIVYDU.S. Mega Cap12fund risk0%
Arrow Dow Jones Global Yield ETFGYLDA--U.S. Micro Cap13fund risk0.75%
JPMorgan Diversified Return US Equity ETFJPUSCU.S. Mid Cap14fund risk0%
Global X Scientific Beta US ETFSCIUBU.S. Mid Cap14fund risk0%
JPMorgan Diversified Return U.S. Mid Cap Equity ETFJPMECU.S. Mid Cap15fund risk0%
Vanguard Total World Stock ETFVTDU.S. All Cap15fund risk0.18%
Vanguard Dividend Appreciation ETFVIGAU.S. Large Cap15fund risk0.1%
Global X Conscious Companies ETFKRMABU.S. Mid Cap16fund risk0%
Guggenheim S&P 500 Equal Weight ETFRSPCU.S. Mid Cap16fund risk0.4%
USAA MSCI USA Value Momentum Blend Index ETFULVMDU.S. Mid Cap16fund risk0%
WisdomTree US Dividend Growth FundDGRWBU.S. Large Cap16fund risk0%
Direxion All Cap Insider Sentiment SharesKNOWB--U.S. Small Cap16fund risk0.65%
WisdomTree Earnings 500 FundEPSBU.S. All Cap16fund risk0.28%
John Hancock Multifactor Large Cap ETFJHMLCU.S. Large Cap16fund risk0%
WisdomTree Total Earnings FundEXTCU.S. All Cap17fund risk0.28%
Vanguard S&P 500 ETFVOOCU.S. Large Cap17fund risk0.05%
Vanguard Wellington FundVFMFB--U.S. Small Cap17fund risk0%
Vanguard Total Stock Market ETFVTICU.S. All Cap17fund risk0.05%
John Hancock Multifactor Mid Cap ETFJHMMCU.S. Mid Cap17fund risk0%
iShares Core S&P Total U.S. Stock Market ETFITOTCU.S. All Cap17fund risk0.07%
Global X S&P 500 Catholic Values ETFCATHCU.S. Large Cap17fund risk0%
USAA MSCI USA Small Cap Value Momentum Blend Index ETFUSVMC--U.S. Small Cap17fund risk0%
John Hancock Multifactor Healthcare ETFJHMHFU.S. All Cap17fund risk0%
Global X Guru Index ETFGURUCU.S. Mid Cap18fund risk0.75%
Vanguard Health Care ETFVHTFU.S. All Cap18fund risk0.14%
JPMorgan Diversified Return U.S. Small Cap Equity ETFJPSEB--U.S. Small Cap18fund risk0%
JH Multi Sml Cp ShsJHSCB--U.S. Small Cap18fund risk0%
John Hancock Multifactor Consumer Discretionary ETFJHMCDU.S. Mid Cap18fund risk0%
Vanguard Wellington FundVFQYB--U.S. Small Cap18fund risk0%
Guggenheim S&P 500 Equal Weight Healthcare ETFRYHFU.S. All Cap18fund risk0.5%
Reality Shares DIVCON Leaders Dividend ETFLEADCU.S. All Cap18fund risk0%
NuShrs ETF Trst Shs of Benef Interest NuShares ESG Small-CapNUSCB--U.S. Small Cap18fund risk0%
Guggenheim S&P 500 Equal Weight Consumer Discretionary ETFRCDDU.S. Mid Cap19fund risk0.5%
Vanguard Materials ETFVAWFU.S. Mid Cap19fund risk0.14%
Vanguard Industrials ETFVISCU.S. Mid Cap19fund risk0.14%
Guggenheim S&P 500 Equal Weight Industrials ETFRGICU.S. Mid Cap19fund risk0.5%
JP Morgan ETF Shs of Benef Interest Global Bond Opportunities FundJPGBAU.S. Mega Cap3fund risk0%
iShares 0-5 Year High Yield Corporate Bond ETFSHYGBU.S. All Cap4fund risk0%
PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded FundHYSBU.S. All Cap4fund risk0.55%
IndexIQ ETF Trust IQ S&P High Yield Low Volatility Bond ETFHYLVAU.S. All Cap4fund risk0%
Global X SuperIncome Preferred ETFSPFFAU.S. Large Cap5fund risk0.58%
JPMorgan Disciplined HY ETFJPHYAU.S. All Cap5fund risk0%
iShares Fallen Angels USD Bond ETFFALNAU.S. All Cap6fund risk0%
J P Morgan Chase & Co ETFJPHFCU.S. Large Cap6fund risk0%
WisdomTree BofA Merrill Lynch High Yield Bond Zero Duration FundHYZDCU.S. All Cap7fund risk0%
iShares Core Growth Allocation ETFAORBU.S. All Cap9fund risk0.11%
U.S. Equities - Growth     
Chart Acquisition CorpCACGDU.S. All Cap - Growth18fund risk0%
iShares Core U.S. Growth ETFIUSGCU.S. Large Cap - Growth18fund risk0.25%
NuShares Enhanced Yield US Aggregate Bond ETFNUMGDU.S. Mid Cap - Growth19fund risk0%
Reality Shares Nasdaq NextGen Economy ETFBLCNDU.S. All Cap - Growth19fund risk0%
NuShares Enhanced Yield US Aggregate Bond ETFNULGBU.S. All Cap - Growth20fund risk0%
Vanguard Telecommunication Services ETFVOXDU.S. Mega Cap - Growth20fund risk0.14%
Vanguard Wellington FundVFMOFU.S. Mid Cap - Growth20fund risk0%
Vanguard Consumer Discretionary ETFVCRDU.S. All Cap - Growth20fund risk0.14%
Vanguard Small-Cap Growth ETFVBKA--U.S. Small Cap - Growth21fund risk0.09%
Direxion NASDAQ 100 Equal Weighted Index SharesQQQECU.S. All Cap - Growth21fund risk0.35%
Janus Small/Mid Cap Growth Alpha ETFJSMDB--U.S. Small Cap - Growth22fund risk0%
Janus Small Cap Growth Alpha ETFJSMLB--U.S. Small Cap - Growth23fund risk0%
Guggenheim S&P 500 Equal Weight Technology ETFRYTCU.S. Mid Cap - Growth23fund risk0.5%
John Hancock Multifactor Technology ETFJHMTCU.S. All Cap - Growth23fund risk0%
Vanguard Information Technology ETFVGTBU.S. Large Cap - Growth24fund risk0.14%
IQ Merger Arbitrage ETFMNAC--U.S. Small Cap - Growth4fund risk0.75%
U.S. Equities - Value     
Global X SuperDividend Alternatives ETFALTYAU.S. Mid Cap - Value10fund risk0%
Legg Mason Low Volatility High Dividend ETFLVHDAU.S. Large Cap - Value12fund risk0%
Global SuperDividend US ETFDIVCU.S. Mid Cap - Value12fund risk0.45%
WisdomTree Global Equity Income FundDEWCU.S. Large Cap - Value12fund risk0.58%
Guggenheim S&P High Income Infrastructure ETFGHIIAU.S. Mid Cap - Value13fund risk0%
Global X SuperDividend ETFSDIVFU.S. Mid Cap - Value13fund risk0.58%
WisdomTree Equity Income FundDHSBU.S. Large Cap - Value13fund risk0.38%
Vanguard Consumer Staples ETFVDCA+U.S. Mega Cap - Value13fund risk0.14%
Guggenheim S&P 500 Equal Weight Consumer Staples ETFRHSAU.S. Large Cap - Value13fund risk0.5%
John Hancock Multifactor Consumer Staples ETFJHMSA+U.S. Mega Cap - Value13fund risk0%
NuShrs ETF Trst Shs of Benef Interest NuShares ESG Large-Cap ValueNULVBU.S. Large Cap - Value14fund risk0%
American Customer Satisfaction Core Alpha ETFACSICU.S. All Cap - Value14fund risk0%
WisdomTree LargeCap Dividend FundDLNBU.S. Large Cap - Value15fund risk0.28%
WisdomTree Total Dividend FundDTDBU.S. Large Cap - Value15fund risk0.28%
WisdomTree Dividend Ex-Financials FundDTNCU.S. All Cap - Value15fund risk0.38%
NuShares Enhanced Yield US Aggregate Bond ETFNUMVBU.S. Mid Cap - Value15fund risk0%
Oppenheimer Ultra Dividend Revenue ETFRDIVDU.S. All Cap - Value15fund risk0%
WisdomTree MidCap Dividend FundDONDU.S. Mid Cap - Value16fund risk0.38%
iShares Core U.S. Value ETFIUSVBU.S. All Cap - Value16fund risk0.25%
Oppenheimer Revenue Weighted ETF Trust Oppenheimer ESG Revenue ETFESGLCU.S. All Cap - Value16fund risk0%
Oppenheimer Large Cap Revenue ETFRWLCU.S. All Cap - Value16fund risk0.49%
WT US Qlt Shldr Shs of Benef InterestQSYCU.S. Mid Cap - Value17fund risk0%
Vanguard Wellington FundVFLQA--U.S. Small Cap - Value17fund risk0%
iShares TrustUSHYFU.S. Mid Cap - Value17fund risk0%
Vanguard Small-Cap Value ETFVBRB--U.S. Small Cap - Value17fund risk0.09%
WisdomTree SmallCap Dividend FundDESB--U.S. Small Cap - Value17fund risk0.38%
John Hancock Multifactor Financials ETFJHMFBU.S. All Cap - Value18fund risk0%
Vanguard Financials ETFVFHCU.S. All Cap - Value18fund risk0.14%
Guggenheim S&P MidCap 400 Equal Weight ETFEWMCC--U.S. Small Cap - Value18fund risk0%
Guggenheim S&P 500 Equal Weight Financials ETFRYFCU.S. All Cap - Value18fund risk0.5%
WisdomTree MidCap Earnings FundEZMB--U.S. Small Cap - Value19fund risk0.38%
John Hancock Multifactor Industrials ETFJHMICU.S. Mid Cap - Value19fund risk0%
Guggenheim S&P 500 Equal Weight Materials ETFRTMDU.S. Mid Cap - Value19fund risk0.5%
WisdomTree U.S. SmallCap Dividend Growth FundDGRSA--U.S. Small Cap - Value19fund risk0%
Vanguard Wellington FundVFVAC--U.S. Small Cap - Value19fund risk0%
John Hancock Multifactor Materials ETFJHMADU.S. Mid Cap - Value20fund risk0%
Guggenheim S&P SmallCap 600 Equal Weight ETFEWSCD--U.S. Small Cap - Value20fund risk0%
WisdomTree SmallCap Earnings FundEESC--U.S. Small Cap - Value20fund risk0.38%
Global X MLP ETFMLPAFU.S. Mid Cap - Value20fund risk0.47%
Indexiq ETF Tr Shs IQ Chaikin U.S. Small Cap FundCSMLC--U.S. Small Cap - Value21fund risk0%
Oppenheimer Mid Cap Revenue ETFRWKB--U.S. Small Cap - Value21fund risk0.54%
Global X MLP & Energy Infrastructure ETFMLPXFU.S. Mid Cap - Value21fund risk0%
Oppenheimer Small Cap Revenue ETFRWJD--U.S. Small Cap - Value23fund risk0.54%
Vanguard Energy ETFVDEFU.S. All Cap - Value23fund risk0.14%
John Hancock Multifactor Energy ETFJHMEFU.S. All Cap - Value27fund risk0%
Guggenheim S&P 500 Equal Weight Energy ETFRYEFU.S. All Cap - Value27fund risk0.5%
Global X SuperDividend REIT ETFSRETC++U.S. Real Estate12fund risk0%
ETFS Blm All Cm ShsBCIC--Commodities12fund risk0%
iShares Global REIT ETFREETB++U.S. Real Estate12fund risk0%
ETFS Physical Precious Metal Basket SharesGLTRA++Gold13fund risk0.6%
iShares Commodities Select Strategy ETFCOMTD--Commodities13fund risk0%
Vanguard Utilities ETFVPUA++U.S. Real Estate13fund risk0.14%
Guggenheim S&P 500 Equal Weight Utilities ETFRYUA++U.S. Real Estate14fund risk0.5%
John Hancock Multifactor Utilities ETFJHMUA++U.S. Real Estate14fund risk0%
Guggenheim S&P 500 Equal Weight Real Estate ETFEWREB++U.S. Real Estate15fund risk0%
iSh Cor US REIT ShsUSRTB++U.S. Real Estate15fund risk0%
IQ US Real Estate Small Cap ETFROOFD++U.S. Real Estate15fund risk0.69%
ETFS Physical Silver SharesSIVRC++Gold19fund risk0.45%
iShares S&P GSCI Commodity Indexed TrustGSGD--Commodities20fund risk0.75%
Direxion Auspice Broad Commodity Strategy ETFCOMD--Commodities6fund risk0%
Global & Intl. Equity     
iShares Floating Rate Bond ETFFLOTB--International Small Cap1fund risk0.2%
iBonds Mar 2020 Term Corporate ex-Financials ETFIBCDBPacific ex-Japan1fund risk0.1%
iBonds Mar 2020 Term Corporate ETFIBDCBEurope1fund risk0.07%
IQ Global Resources ETFGRESD--International Large Cap10fund risk0.75%
WisdomTree International Dividend Ex-Financials FundDOOB--International Large Cap12fund risk0.58%
WisdomTree Dynamic Currency Hedged International Equity FundDDWMB--International Large Cap12fund risk0%
WisdomTree International LargeCap Dividend FundDOLC--International Large Cap12fund risk0.48%
WisdomTree DEFA Equity Income FundDTHA--International Large Cap - Value12fund risk0.58%
JPMorgan Diversified Return Global Equity ETFJPGEB--International Large Cap13fund risk0%
WisdomTree DEFA FundDWMC--International Large Cap13fund risk0.48%
IQ 50 Percent Hedged FTSE Europe ETFHFXEA--Europe13fund risk0%
Global X Scientific Beta Europe ETFSCIDB--Europe13fund risk0%
Diversified Return International Equity ETFJPIND--International Large Cap13fund risk0%
John Hancock Exchange-Traded Fund Trust John Hancock Multifactor DevelopedJHMDC--International Large Cap13fund risk0%
WisdomTree Global ex-US Real Estate FundDRWB--Pacific ex-Japan13fund risk0.58%
Vanguard International High Dividend Yield ETFVYMIC--International Large Cap13fund risk0%
WisdomTree International MidCap Dividend FundDIMD--International Large Cap13fund risk0.58%
USAA MSCI International Value Momentum Blend Index ETFUIVMD--International Large Cap13fund risk0%
JPMorgan Diversified Return Europe Equity ETFJPEUC--Europe13fund risk0%
WisdomTree International SmallCap Dividend FundDLSD--International Large Cap13fund risk0.58%
Vanguard FTSE Developed Markets ETFVEAB--International Large Cap14fund risk0.09%
Global X Scientific Beta Asia ex-Japan ETFSCIXD--Pacific ex-Japan14fund risk0%
Guggenheim MSCI Emerging Markets Equal Weight ETFEWEMD--Emerging Markets14fund risk0.6%
NuShrs ETF Trst Shs of Benef Interest ESG International Developed Markets Equity FundNUDMA--International Large Cap14fund risk0%
WisdomTree International Hedged Dividend Growth FundIHDGAInternational Large Cap - Growth14fund risk0%
iShares Core MSCI Europe ETFIEURB--Europe14fund risk0%
WisdomTree Europe Dividend Growth FundEUDGCInternational Large Cap - Growth14fund risk0%
iShares Core MSCI Pacific ETFIPACC-Japan14fund risk0%
Vanguard International Dividend Appreciation ETFVIGIBInternational Large Cap - Growth14fund risk0%
WisdomTree Europe Hedged SmallCap Equity FundEUSCA--International Large Cap14fund risk0%
Global X Next Emerging & Frontier ETFEMFMC--Emerging Markets14fund risk0%
iShares Core MSCI Total International Stock ETFIXUSDInternational Large Cap - Growth14fund risk0.05%
Vanguard FTSE All World ex-US Small-Cap ETFVSSD--International Large Cap14fund risk0.2%
IQ 50 Percent Hedged FTSE International ETFHFXIA--International Large Cap14fund risk0%
Global X Scientific Beta Japan ETFSCIJD-Japan14fund risk0%
Oppenheimer Revenue Weighted ETF Trust Oppenheimer Global ESG Revenue ETFESGFB--Europe14fund risk0%
WisdomTree Europe SmallCap Dividend FundDFED--Europe15fund risk0.58%
WisdomTree Asia-Pacific ex-Japan FundAXJLB--Emerging Markets15fund risk0.48%
WisdomTree Europe Hedged Equity FundHEDJA--International Large Cap15fund risk0.58%
WisdomTree Global ex-U.S. Growth FundDNLBInternational Large Cap - Growth15fund risk0.58%
JPMorgan Diversified Return Emerging Markets Equity ETFJPEMB--Emerging Markets16fund risk0%
IQ 50 Percent Hedged FTSE Japan ETFHFXJC-Japan16fund risk0%
WisdomTree Emerging Markets Equity Income FundDEMB--Emerging Markets16fund risk0.63%
WisdomTree Middle East Dividend FundGULFA--Emerging Markets16fund risk0%
USAA MSCI Emerging Markets Value Momentum Blend Index ETFUEVMD--Emerging Markets16fund risk0%
Global X MSCI SuperDividend Emerging Markets ETFSDEMD--Emerging Markets17fund risk0%
WisdomTree Japan SmallCap Dividend FundDFJD-Japan17fund risk0.58%
WisdomTree Emerging Markets SmallCap Dividend FundDGSB--Emerging Markets17fund risk0.63%
WisdomTree Germany Hedged Equity FundDXGEA--International Large Cap17fund risk0%
WisdomTree Emerging Markets Consumer Growth FundEMCGA--Emerging Markets18fund risk0%
Vanguard FTSE Emerging Markets ETFVWOB--Emerging Markets18fund risk0.15%
NuShrs ETF Trst Shs of Benef Interest ESG Emerging Markets Equity FundNUEMC--Emerging Markets19fund risk0%
WisdomTree Japan Hedged Equity FundDXJD-Japan19fund risk0.48%
WisdomTree Emerging Markets ex-State-Owned Enterprises FundXSOEB--Emerging Markets19fund risk0%
WisdomTree Emerging Markets Dividend Growth FundDGREB--Emerging Markets20fund risk0%
WisdomTree Japan Hedged SmallCap Equity FundDXJSF-Japan20fund risk0%
WisdomTree India Earnings FundEPIF--Emerging Markets21fund risk0.84%
WisdomTree China ex-State-Owned Enterprises FundCXSEA--Emerging Markets27fund risk0%
IndexIQ ETF Trust - IQ Hedge Multi-Strategy Tracker ETFQAICInternational Large Cap - Growth4fund risk0.75%
iShares Core Conservative Allocation ETFAOKAInternational Large Cap - Growth4fund risk0.11%
iShares Core Moderate Allocation FundAOMAInternational Large Cap - Growth6fund risk0.11%
WisdomTree Emerging Currency FundCEWC--Emerging Markets6fund risk0.55%
WT Mngd Fut Stg ShsWTMFD--Emerging Markets6fund risk0%
WisdomTree Bloomberg U.S. Dollar Bullish FundUSDUA--International Large Cap6fund risk0%
WisdomTree Chinese Yuan FundCYBD--Emerging Markets8fund risk0.45%
WisdomTree Emerging Markets Local Debt FundELDA--Emerging Markets8fund risk0.55%
Legg Mason International Low Volatility High Dividend ETFLVHIA--International Large Cap - Value10fund risk0%
US Cash / Money MarketUSCASHC+U.S. Cash / Money Market0fund risk0%
PIMCO Enhanced Short Maturity Exchange-Traded FundMINTB+U.S. Treasury - Short0fund risk0.35%
JP Morgan ETF Shs Ultra Short Income FundJPSTB++Bond - Multi Sector0fund risk0%
iBonds Dec 2019 Term Corporate ETFIBDKB++Bond - U.S. Mortgages1fund risk0%
iShares Short Maturity Bond ETFNEARC++Bond - Multi Sector1fund risk0%
iBonds Dec 2020 Term Corporate ETFIBDLB++U.S. Treasury - Short / Intermediate1fund risk0%
Janus Henderson Short Duration Income ETFVNLAB+U.S. Treasury - Short1fund risk0%
iBonds Dec 2021 Term Muni Bond ETFIBMJC++Bond - U.S. Municipals1fund risk0%
iShares Short Maturity Municipal Bond ETFMEARC++Bond - Multi Sector1fund risk0%
iBonds Sep 2020 Term Muni Bond ETFIBMIC++U.S. Treasury - Long1fund risk0%
iBonds Dec 2021 Term Corporate ETFIBDMB+U.S. Treasury - Short1fund risk0%
USAA Core Short-Term Bond ETFUSTBB+U.S. Treasury - Short1fund risk0%
iShares 0-5 Year Investment Grade Corporate Bond ETFSLQDB+U.S. Treasury - Short1fund risk0%
NuShrs ETF Trst ShsNUSAB+U.S. Treasury - Short1fund risk0%
iShares 0-5 Year TIPS Bond ETFSTIPC++U.S. Treasury - TIPS2fund risk0.2%
iShares Core 1-5 Year USD Bond ETFISTBB++U.S. Treasury - Short / Intermediate2fund risk0.12%
iBonds Dec 2022 Term Muni Bond ETFIBMKB++Bond - U.S. Mortgages2fund risk0%
iShares 1-3 Year Credit Bond ETFCSJB++Bond - Multi Sector2fund risk0.2%
PIMCO Low Duration Exchange-Traded FundLDURC++Bond - Multi Sector2fund risk0%
iShares TrustIBMLB++U.S. Treasury - Short / Intermediate2fund risk0%
PIMCO 1-5 Year U.S. TIPS Index Exchange-Traded FundSTPZC++U.S. Treasury - TIPS2fund risk0.2%
iShares TrustIBMMB++U.S. Treasury - Intermediate2fund risk0%
PIMCO Short Term Municipal Bond Exchange-Traded FundSMMUC++Bond - U.S. Municipals2fund risk0.35%
Vanguard Tax-Exempt Bond ETFVTEBB++U.S. Treasury - Intermediate / Long2fund risk0%
iBonds Dec 2022 Term Corporate ETFIBDNB++U.S. Treasury - Short / Intermediate2fund risk0%
PIMCO 15+ Year U.S. TIPS Index Exchange-Traded FundLTPZC++U.S. Treasury - TIPS11fund risk0.21%
ETFS Gold TrustSGOLD+U.S. Treasury - Short12fund risk0.39%
PIMCO 25+ Year Zero Coupon U.S. Treasury Index Exchange-Traded FundZROZC++U.S. Treasury - Long17fund risk0.16%
Arrow DWA Tactical ETFDWATF++Bond - U.S. High Yield17fund risk0%
PIMCO Intermediate Municipal Bond Exchange-Traded FundMUNIB++U.S. Treasury - Intermediate2fund risk0.35%
Vanguard Mortgage-Backed Securities ETFVMBSC++Bond - U.S. Mortgages2fund risk0%
Vanguard Total International Bond ETFBNDXA++U.S. Treasury - Long2fund risk0%
iShares National Muni Bond ETFMUBB++U.S. Treasury - Intermediate2fund risk0.25%
iBonds Mar 2023 Term Corporate ex-Financials ETFIBCEB+U.S. Treasury - Short2fund risk0.1%
Pimco Total Return ETFBONDA++U.S. Treasury - Intermediate3fund risk0.56%
NuShares ESG U.S. Aggregate Bond ETFNUBDB++U.S. Treasury - Intermediate3fund risk0%
WisdomTree Barclays U.S. Aggregate Bond Zero Duration FundAGZDC++Bond - U.S. High Yield3fund risk0%
iBonds Dec 2023 Term Corporate ETFIBDOB++U.S. Treasury - Short / Intermediate3fund risk0%
iBonds Mar 2023 Term Corporate ETFIBDDB++U.S. Treasury - Short / Intermediate3fund risk0.07%
iShares Core International Aggregate Bond ETFIAGGA++U.S. Treasury - Intermediate / Long3fund risk0%
iShares Core Total USD Bond Market ETFIUSBB++Bond - Multi Sector3fund risk0%
iShares Core 5-10 Year USD Bond ETFIMTBB++Bond - U.S. Mortgages3fund risk0%
iBonds Dec 2024 Term Corporate ETFIBDPB++U.S. Treasury - Short / Intermediate3fund risk0%
IQ Enhanced Core Bond U.S. ETFAGGEB++Bond - Multi Sector3fund risk0%
WisdomTree Barclays U.S. Aggregate Bond Enhanced Yield FundAGGYB++Bond - U.S. Corporate3fund risk0%
Vanguard Total Bond Market ETFBNDB++U.S. Treasury - Intermediate3fund risk0.08%
USAA Core Intermediate-Term Bond ETFUITBB++Bond - U.S. Corporate3fund risk0%
iShares Intermediate Credit Bond ETFCIUA++Bond - Multi Sector3fund risk0.2%
IQ Enhanced Core Plus Bond U.S. ETFAGGPC++Bond - U.S. Corporate3fund risk0%
iBonds Dec 2025 Term Corporate ETFIBDQB++Bond - U.S. Corporate3fund risk0%
PIMCO Investment Grade Corporate Bond Index Exchange-Traded FundCORPB++Bond - U.S. Corporate4fund risk0.2%
iShares iBonds Dec 2026 Term Corporate ETFIBDRB++Bond - U.S. Corporate4fund risk0%
Guggenheim Total Return ETFGTOA++Bond - Multi Sector4fund risk0%
iShares iBonds Dec 2027 Term Corporate ETFIBDSB++Bond - U.S. Corporate4fund risk0%
Vanguard Emerging Markets Government Bond ETFVWOBB++Bond - Emerging Market4fund risk0%
WisdomTree Barclays U.S. Aggregate Bond Negative Duration FundAGNDB++U.S. Treasury - Long5fund risk0%
WisdomTree Emerging Markets Corporate Bond FundEMCBB++Bond - Emerging Market6fund risk0%
iShares Core Long-Term US Bond ETFILTBA++U.S. Treasury - Long8fund risk0.12%
WisdomTree BofA Merrill Lynch High Yield Bond Negative Duration FundHYNDA++U.S. Treasury - Intermediate9fund risk0%
WisdomTree Asia Local Debt FundALD Other0fund risk0%
WisdomTree Brazilian Real FundBZF Other0fund risk0.45%
iShares 10+ Year Credit Bond ETFCLY Other0fund risk0.2%
WisdomTree Australia Dividend FundAUSE Other0fund risk0%
Janus Velocity Tail Risk Hedged Large Cap ETFTRSK Other0fund risk0.65%
WisdomTree Japan Hedged Financials FundDXJF Other0fund risk0%
Global X | JPMorgan Efficiente Index ETFEFFE Other0fund risk0%
WisdomTree Japan Hedged Dividend Growth FundJHDG Other0fund risk0%
Global X | JPMorgan US Sector Rotator Index ETFSCTO Other0fund risk0%
Legg Mason Developed EX-US Diversified Core ETFDDBI Other0fund risk0%
iBonds Dec 2018 Term Corporate ETFIBDH Other0fund risk0%
iShares iBonds Sep 2018 AMT-Free Muni Bond ETFIBMG Other0fund risk0%
iShares iBonds Sep 2019 AMT-Free Muni Bond ETFIBMH Other0fund risk0%
JPMorgan Diversified Return Europe Currency Hedged ETFJPEH Other0fund risk0%
JPMorgan Diversified Return International Currency Hedged ETFJPIH 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%
iShares TrustLLQD Other0fund risk0%
iShares TrustMLQD 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