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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.

[Edit Plan Information]
NameTickerRatingBest Fit CategoryRisk (%)Fees
U.S. Equities - Blend     
iShares Core Aggressive Allocation ETFAOACU.S. All Cap11fund risk0.11%
Reality Shares DIVS Exchange-Traded FundDIVYCU.S. Mega Cap11fund risk0%
Global X Scientific Beta US ETFSCIUC+U.S. Mid Cap13fund risk0%
JPMorgan Diversified Return U.S. Mid Cap Equity ETFJPMED+U.S. Mid Cap14fund risk0%
Vanguard Total World Stock ETFVTCU.S. All Cap14fund risk0.18%
Global X Conscious Companies ETFKRMAB+U.S. Mid Cap14fund risk0%
Guggenheim S&P 500 Equal Weight ETFRSPC+U.S. Mid Cap15fund risk0.4%
WisdomTree US Dividend Growth FundDGRWDU.S. Large Cap15fund risk0%
WisdomTree Earnings 500 FundEPSCU.S. Large Cap15fund risk0.28%
USAA MSCI USA Value Momentum Blend Index ETFULVMF+U.S. Mid Cap15fund risk0%
WisdomTree Total Earnings FundEXTCU.S. All Cap15fund risk0.28%
John Hancock Multifactor Large Cap ETFJHMLCU.S. Large Cap15fund risk0%
Vanguard Wellington FundVFMFF+U.S. Mid Cap15fund risk0%
Vanguard S&P 500 ETFVOOCU.S. Large Cap15fund risk0.05%
iShares Core S&P Total U.S. Stock Market ETFITOTCU.S. All Cap15fund risk0.07%
Global X S&P 500 Catholic Values ETFCATHCU.S. Large Cap15fund risk0%
Vanguard Total Stock Market ETFVTICU.S. All Cap15fund risk0.05%
John Hancock Multifactor Mid Cap ETFJHMMD+U.S. Mid Cap15fund risk0%
USAA MSCI USA Small Cap Value Momentum Blend Index ETFUSVMD--U.S. Small Cap16fund risk0%
JPMorgan Diversified Return U.S. Small Cap Equity ETFJPSEB--U.S. Small Cap16fund risk0%
JH Multi Sml Cp ShsJHSCB--U.S. Small Cap16fund risk0%
John Hancock Multifactor Consumer Discretionary ETFJHMCD+U.S. Mid Cap16fund risk0%
Global X Guru Index ETFGURUC+U.S. Mid Cap16fund risk0.75%
Vanguard Wellington FundVFQYC--U.S. Small Cap16fund risk0%
John Hancock Multifactor Healthcare ETFJHMHFU.S. All Cap17fund risk0%
Guggenheim S&P 500 Equal Weight Consumer Discretionary ETFRCDD+U.S. Mid Cap17fund risk0.5%
Reality Shares DIVCON Leaders Dividend ETFLEADCU.S. All Cap17fund risk0%
Vanguard Health Care ETFVHTDU.S. All Cap17fund risk0.14%
NuShrs ETF Trst Shs of Benef Interest NuShares ESG Small-CapNUSCB--U.S. Small Cap17fund risk0%
Guggenheim S&P 500 Equal Weight Healthcare ETFRYHCU.S. All Cap17fund risk0.5%
Guggenheim S&P 500 Equal Weight Industrials ETFRGIC+U.S. Mid Cap18fund risk0.5%
Vanguard Industrials ETFVISD+U.S. Mid Cap18fund risk0.14%
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%
JPMorgan Disciplined HY ETFJPHYAU.S. All Cap5fund risk0%
iShares Fallen Angels USD Bond ETFFALNAU.S. All Cap5fund risk0%
WisdomTree BofA Merrill Lynch High Yield Bond Zero Duration FundHYZDBU.S. All Cap6fund risk0%
iShares Core Growth Allocation ETFAORBU.S. All Cap9fund risk0.11%
U.S. Equities - Growth     
Chart Acquisition CorpCACGCU.S. All Cap - Growth17fund risk0%
iShares Core U.S. Growth ETFIUSGCU.S. Large Cap - Growth17fund risk0.25%
NuShares Enhanced Yield US Aggregate Bond ETFNUMGB++U.S. Mid Cap - Growth18fund risk0%
NuShares Enhanced Yield US Aggregate Bond ETFNULGBU.S. All Cap - Growth18fund risk0%
Reality Shares Nasdaq NextGen Economy ETFBLCNCU.S. All Cap - Growth18fund risk0%
Vanguard Telecommunication Services ETFVOXDU.S. Mega Cap - Growth18fund risk0.14%
Vanguard Consumer Discretionary ETFVCRCU.S. All Cap - Growth19fund risk0.14%
Vanguard Wellington FundVFMOF++U.S. Mid Cap - Growth19fund risk0%
Direxion NASDAQ 100 Equal Weighted Index SharesQQQEBU.S. All Cap - Growth19fund risk0.35%
Vanguard Small-Cap Growth ETFVBKA--U.S. Small Cap - Growth20fund risk0.09%
Janus Small/Mid Cap Growth Alpha ETFJSMDA--U.S. Small Cap - Growth20fund risk0%
Janus Small Cap Growth Alpha ETFJSMLA--U.S. Small Cap - Growth21fund risk0%
Guggenheim S&P 500 Equal Weight Technology ETFRYTD++U.S. Mid Cap - Growth21fund risk0.5%
John Hancock Multifactor Technology ETFJHMTCU.S. All Cap - Growth21fund risk0%
Vanguard Information Technology ETFVGTBU.S. Large Cap - Growth23fund risk0.14%
IQ Merger Arbitrage ETFMNAC--U.S. Small Cap - Growth4fund risk0.75%
U.S. Equities - Value     
Global SuperDividend US ETFDIVFU.S. Mid Cap - Value10fund risk0.45%
Vanguard Wellington FundVFMVAU.S. Mid Cap - Value11fund risk0%
WisdomTree Global Equity Income FundDEWCU.S. Large Cap - Value11fund risk0.58%
Guggenheim S&P High Income Infrastructure ETFGHIIAU.S. Mid Cap - Value12fund risk0%
WisdomTree Equity Income FundDHSCU.S. Large Cap - Value12fund risk0.38%
Global X SuperDividend ETFSDIVFU.S. Mid Cap - Value12fund risk0.58%
Vanguard Consumer Staples ETFVDCAU.S. Large Cap - Value12fund risk0.14%
NuShrs ETF Trst Shs of Benef Interest NuShares ESG Large-Cap ValueNULVCU.S. Large Cap - Value13fund risk0%
American Customer Satisfaction Core Alpha ETFACSIBU.S. Mid Cap - Value13fund risk0%
Guggenheim S&P 500 Equal Weight Consumer Staples ETFRHSAU.S. Large Cap - Value13fund risk0.5%
Global X | JPMorgan US Sector Rotator Index ETFSCTOFU.S. All Cap - Value13fund risk0%
Oppenheimer Ultra Dividend Revenue ETFRDIVDU.S. All Cap - Value13fund risk0%
John Hancock Multifactor Consumer Staples ETFJHMSCU.S. Large Cap - Value13fund risk0%
WisdomTree LargeCap Dividend FundDLNCU.S. Large Cap - Value13fund risk0.28%
Arrow Dow Jones Global Yield ETFGYLDA--U.S. Micro Cap - Value13fund risk0.75%
WisdomTree Total Dividend FundDTDCU.S. Large Cap - Value13fund risk0.28%
JPMorgan Diversified Return US Equity ETFJPUSCU.S. Mid Cap - Value13fund risk0%
NuShares Enhanced Yield US Aggregate Bond ETFNUMVBU.S. Mid Cap - Value14fund risk0%
WisdomTree Dividend Ex-Financials FundDTNFU.S. All Cap - Value14fund risk0.38%
Vanguard Dividend Appreciation ETFVIGAU.S. Large Cap - Value14fund risk0.1%
iShares Core U.S. Value ETFIUSVCU.S. All Cap - Value14fund risk0.25%
WisdomTree MidCap Dividend FundDONCU.S. Mid Cap - Value14fund risk0.38%
Oppenheimer Revenue Weighted ETF Trust Oppenheimer ESG Revenue ETFESGLDU.S. All Cap - Value14fund risk0%
Oppenheimer Large Cap Revenue ETFRWLCU.S. All Cap - Value15fund risk0.49%
Direxion All Cap Insider Sentiment SharesKNOWA--U.S. Small Cap - Value15fund risk0.65%
Vanguard Wellington FundVFLQA--U.S. Small Cap - Value15fund risk0%
WT US Qlt Shldr Shs of Benef InterestQSYBU.S. Mid Cap - Value15fund risk0%
Vanguard Small-Cap Value ETFVBRB--U.S. Small Cap - Value15fund risk0.09%
WisdomTree SmallCap Dividend FundDESC--U.S. Small Cap - Value16fund risk0.38%
Guggenheim S&P MidCap 400 Equal Weight ETFEWMCA--U.S. Small Cap - Value16fund risk0%
WisdomTree MidCap Earnings FundEZMA--U.S. Small Cap - Value17fund risk0.38%
Vanguard Wellington FundVFVAC--U.S. Small Cap - Value17fund risk0%
Vanguard Financials ETFVFHD+U.S. Mega Cap - Value17fund risk0.14%
John Hancock Multifactor Financials ETFJHMFCU.S. All Cap - Value17fund risk0%
Guggenheim S&P 500 Equal Weight Financials ETFRYFCU.S. All Cap - Value17fund risk0.5%
WisdomTree U.S. SmallCap Dividend Growth FundDGRSA--U.S. Small Cap - Value17fund risk0%
iShares TrustUSHYF--U.S. Small Cap - Value17fund risk0%
John Hancock Multifactor Industrials ETFJHMIBU.S. Mid Cap - Value18fund risk0%
Guggenheim S&P 500 Equal Weight Materials ETFRTMCU.S. Mid Cap - Value18fund risk0.5%
WisdomTree SmallCap Earnings FundEESC--U.S. Small Cap - Value18fund risk0.38%
Guggenheim S&P SmallCap 600 Equal Weight ETFEWSCD--U.S. Small Cap - Value18fund risk0%
Oppenheimer Mid Cap Revenue ETFRWKA--U.S. Small Cap - Value18fund risk0.54%
Vanguard Materials ETFVAWFU.S. All Cap - Value18fund risk0.14%
Indexiq ETF Tr Shs IQ Chaikin U.S. Small Cap FundCSMLD--U.S. Small Cap - Value18fund risk0%
John Hancock Multifactor Materials ETFJHMAFU.S. Mid Cap - Value19fund risk0%
Oppenheimer Small Cap Revenue ETFRWJF--U.S. Small Cap - Value20fund risk0.54%
Global X MLP ETFMLPACU.S. Mid Cap - Value20fund risk0.47%
Global X MLP & Energy Infrastructure ETFMLPXCU.S. Mid Cap - Value21fund risk0%
Vanguard Energy ETFVDEFU.S. All Cap - Value22fund risk0.14%
John Hancock Multifactor Energy ETFJHMEFU.S. All Cap - Value25fund risk0%
Guggenheim S&P 500 Equal Weight Energy ETFRYEFU.S. All Cap - Value25fund risk0.5%
Global X SuperIncome Preferred ETFSPFFA--U.S. Micro Cap - Value5fund risk0.58%
J P Morgan Chase & Co ETFJPHFDU.S. All Cap - Value5fund risk0%
Global X SuperDividend Alternatives ETFALTYAU.S. Mid Cap - Value10fund risk0%
Specialty     
Legg Mason Low Volatility High Dividend ETFLVHDB++U.S. Real Estate11fund risk0%
Global X SuperDividend REIT ETFSRETC++U.S. Real Estate11fund risk0%
ETFS Physical Precious Metal Basket SharesGLTRB++Gold11fund risk0.6%
ETFS Blm All Cm ShsBCID--Commodities12fund risk0%
iShares Global REIT ETFREETB++U.S. Real Estate12fund risk0%
iShares Commodities Select Strategy ETFCOMTC--Commodities13fund risk0%
Vanguard Utilities ETFVPUA++U.S. Real Estate14fund risk0.14%
Guggenheim S&P 500 Equal Weight Utilities ETFRYUA++U.S. Real Estate14fund risk0.5%
Guggenheim S&P 500 Equal Weight Real Estate ETFEWREA++U.S. Real Estate15fund risk0%
John Hancock Multifactor Utilities ETFJHMUA++U.S. Real Estate15fund risk0%
IQ US Real Estate Small Cap ETFROOFF++U.S. Real Estate15fund risk0.69%
iSh Cor US REIT ShsUSRTB++U.S. Real Estate15fund risk0%
ETFS Physical Silver SharesSIVRF++Gold15fund risk0.45%
iShares S&P GSCI Commodity Indexed TrustGSGD--Commodities18fund risk0.75%
iShares 1-3 Year Credit Bond ETFCSJF--Commodities52fund risk0.2%
Global X | JPMorgan Efficiente Index ETFEFFEC++U.S. Real Estate6fund risk0%
Direxion Auspice Broad Commodity Strategy ETFCOMD--Commodities7fund risk0%
WT Mngd Fut Stg ShsWTMFC++Gold7fund risk0%
ETFS Gold TrustSGOLA++Gold10fund risk0.39%
Global & Intl. Equity     
iShares Floating Rate Bond ETFFLOTB--International Small Cap1fund risk0.2%
iBonds Mar 2020 Term Corporate ex-Financials ETFIBCDB++Pacific ex-Japan2fund risk0.1%
IQ Global Resources ETFGRESC--International Large Cap10fund risk0.75%
WisdomTree Dynamic Currency Hedged International Equity FundDDWMA--International Large Cap11fund risk0%
WisdomTree International Dividend Ex-Financials FundDOOB--International Large Cap12fund risk0.58%
JPMorgan Diversified Return Global Equity ETFJPGEDInternational Large Cap - Growth12fund risk0%
WisdomTree DEFA Equity Income FundDTHB--International Large Cap12fund risk0.58%
IQ 50 Percent Hedged FTSE Europe ETFHFXEA-Europe12fund risk0%
WisdomTree International LargeCap Dividend FundDOLA--International Large Cap12fund risk0.48%
Diversified Return International Equity ETFJPIND--International Large Cap13fund risk0%
WisdomTree DEFA FundDWMB--International Large Cap13fund risk0.48%
WisdomTree Europe Hedged SmallCap Equity FundEUSCA--International Large Cap13fund risk0%
WisdomTree International Hedged Dividend Growth FundIHDGBInternational Large Cap - Growth13fund risk0%
WisdomTree International SmallCap Dividend FundDLSD--International Large Cap13fund risk0.58%
WisdomTree International MidCap Dividend FundDIMC--International Large Cap13fund risk0.58%
John Hancock Exchange-Traded Fund Trust John Hancock Multifactor DevelopedJHMDB--International Large Cap13fund risk0%
WisdomTree Global ex-US Real Estate FundDRWBPacific ex-Japan13fund risk0.58%
Vanguard International High Dividend Yield ETFVYMIB--International Large Cap13fund risk0%
Global X Scientific Beta Europe ETFSCIDC-Europe13fund risk0%
Vanguard FTSE Developed Markets ETFVEAB--International Large Cap13fund risk0.09%
Global X Scientific Beta Asia ex-Japan ETFSCIXA--Pacific13fund risk0%
USAA MSCI International Value Momentum Blend Index ETFUIVMD--International Large Cap13fund risk0%
JPMorgan Diversified Return Europe Equity ETFJPEUD-Europe13fund risk0%
WisdomTree Europe Dividend Growth FundEUDGBInternational Large Cap - Growth13fund risk0%
iShares Core MSCI Pacific ETFIPACB--Japan14fund risk0%
NuShrs ETF Trst Shs of Benef Interest ESG International Developed Markets Equity FundNUDMA--International Large Cap14fund risk0%
iShares Core MSCI Europe ETFIEURB-Europe14fund risk0%
Vanguard International Dividend Appreciation ETFVIGIAInternational Large Cap - Growth14fund risk0%
Guggenheim MSCI Emerging Markets Equal Weight ETFEWEMB-Emerging Markets14fund risk0.6%
IQ 50 Percent Hedged FTSE International ETFHFXIA--International Large Cap14fund risk0%
WisdomTree Europe Hedged Equity FundHEDJAInternational Large Cap - Growth14fund risk0.58%
Vanguard FTSE All World ex-US Small-Cap ETFVSSFInternational Large Cap - Growth14fund risk0.2%
WisdomTree Europe SmallCap Dividend FundDFED-Europe14fund risk0.58%
iShares Core MSCI Total International Stock ETFIXUSDInternational Large Cap - Growth14fund risk0.05%
Oppenheimer Revenue Weighted ETF Trust Oppenheimer Global ESG Revenue ETFESGFB-Europe14fund risk0%
Global X Scientific Beta Japan ETFSCIJF--Japan14fund risk0%
WisdomTree Asia-Pacific ex-Japan FundAXJLA-Emerging Markets14fund risk0.48%
WisdomTree Global ex-U.S. Growth FundDNLCInternational Large Cap - Growth15fund risk0.58%
Global X Next Emerging & Frontier ETFEMFMB-Emerging Markets15fund risk0%
IQ 50 Percent Hedged FTSE Japan ETFHFXJC--Japan16fund risk0%
WisdomTree Germany Hedged Equity FundDXGEA--International Large Cap16fund risk0%
WisdomTree Japan SmallCap Dividend FundDFJF--Japan16fund risk0.58%
JPMorgan Diversified Return Emerging Markets Equity ETFJPEMB-Emerging Markets16fund risk0%
WisdomTree Middle East Dividend FundGULFA-Emerging Markets17fund risk0%
WisdomTree Emerging Markets Equity Income FundDEMA-Emerging Markets17fund risk0.63%
USAA MSCI Emerging Markets Value Momentum Blend Index ETFUEVMD-Emerging Markets17fund risk0%
WisdomTree Emerging Markets SmallCap Dividend FundDGSB-Emerging Markets17fund risk0.63%
Global X MSCI SuperDividend Emerging Markets ETFSDEMC-Emerging Markets17fund risk0%
WisdomTree Japan Hedged Equity FundDXJD--Japan18fund risk0.48%
Vanguard FTSE Emerging Markets ETFVWOB-Emerging Markets19fund risk0.15%
WisdomTree Japan Hedged SmallCap Equity FundDXJSF--Japan19fund risk0%
WisdomTree Emerging Markets Consumer Growth FundEMCGB-Emerging Markets19fund risk0%
NuShrs ETF Trst Shs of Benef Interest ESG Emerging Markets Equity FundNUEMC-Emerging Markets19fund risk0%
WisdomTree Emerging Markets Dividend Growth FundDGREB-Emerging Markets19fund risk0%
WisdomTree Emerging Markets ex-State-Owned Enterprises FundXSOEC-Emerging Markets20fund risk0%
WisdomTree India Earnings FundEPIB-Emerging Markets20fund risk0.84%
WisdomTree China ex-State-Owned Enterprises FundCXSED-Emerging Markets28fund 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 Bloomberg U.S. Dollar Bullish FundUSDUB--International Large Cap7fund risk0%
WisdomTree Emerging Currency FundCEWB-Emerging Markets7fund risk0.55%
WisdomTree Chinese Yuan FundCYBD++Pacific ex-Japan8fund risk0.45%
WisdomTree Emerging Markets Local Debt FundELDA-Emerging Markets9fund risk0.55%
Legg Mason International Low Volatility High Dividend ETFLVHIA--International Large Cap - Value10fund risk0%
Bonds     
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 - U.S. Mortgages0fund risk0%
iBonds Dec 2019 Term Corporate ETFIBDKB++Bond - Multi Sector1fund risk0%
iShares Short Maturity Bond ETFNEARC++Bond - Multi Sector1fund risk0%
Janus Henderson Short Duration Income ETFVNLAB++U.S. Treasury - Short1fund risk0%
iBonds Dec 2020 Term Corporate ETFIBDLB++U.S. Treasury - Short / Intermediate1fund risk0%
iShares iBonds Sep 2019 AMT-Free Muni Bond ETFIBMHC++Bond - Multi Sector1fund risk0%
iShares 0-5 Year Investment Grade Corporate Bond ETFSLQDB++U.S. Treasury - Short1fund risk0%
iShares Short Maturity Municipal Bond ETFMEARC++Bond - Multi Sector1fund risk0%
iShares Core 1-5 Year USD Bond ETFISTBB++U.S. Treasury - Short / Intermediate1fund risk0.12%
iBonds Dec 2021 Term Corporate ETFIBDMC++U.S. Treasury - Short1fund risk0%
iBonds Sep 2020 Term Muni Bond ETFIBMIC++Bond - U.S. Mortgages1fund risk0%
USAA Core Short-Term Bond ETFUSTBB++U.S. Treasury - Short1fund risk0%
iBonds Dec 2021 Term Muni Bond ETFIBMJB++U.S. Treasury - Intermediate1fund risk0%
iShares 0-5 Year TIPS Bond ETFSTIPB++U.S. Treasury - TIPS1fund risk0.2%
NuShrs ETF Trst ShsNUSAB++U.S. Treasury - Short1fund risk0%
PIMCO 1-5 Year U.S. TIPS Index Exchange-Traded FundSTPZB++U.S. Treasury - TIPS2fund risk0.2%
iBonds Dec 2022 Term Muni Bond ETFIBMKB++Bond - U.S. Mortgages2fund risk0%
Vanguard Tax-Exempt Bond ETFVTEBA++U.S. Treasury - Intermediate / Long2fund risk0%
iBonds Mar 2020 Term Corporate ETFIBDCB++U.S. Treasury - Long2fund risk0.07%
iShares TrustIBMMB++Bond - U.S. Mortgages2fund risk0%
Vanguard Total International Bond ETFBNDXA++U.S. Treasury - Intermediate / Long2fund risk0%
iBonds Dec 2022 Term Corporate ETFIBDNB++U.S. Treasury - Short / Intermediate2fund risk0%
PIMCO Low Duration Exchange-Traded FundLDURC++Bond - Multi Sector2fund risk0%
iShares TrustIBMLB++U.S. Treasury - Intermediate2fund risk0%
PIMCO 25+ Year Zero Coupon U.S. Treasury Index Exchange-Traded FundZROZD++U.S. Treasury - Long13fund risk0.16%
Arrow DWA Tactical ETFDWATF++Bond - U.S. High Yield17fund risk0%
NuShares ESG U.S. Aggregate Bond ETFNUBDA++U.S. Treasury - Intermediate2fund risk0%
iShares National Muni Bond ETFMUBB++Bond - U.S. Mortgages2fund risk0.25%
Pimco Total Return ETFBONDB++Bond - U.S. Mortgages2fund risk0.56%
iShares Core International Aggregate Bond ETFIAGGA++U.S. Treasury - Intermediate2fund risk0%
PIMCO Intermediate Municipal Bond Exchange-Traded FundMUNIB++U.S. Treasury - Intermediate2fund risk0.35%
Vanguard Mortgage-Backed Securities ETFVMBSC++Bond - U.S. Mortgages2fund risk0%
iBonds Dec 2023 Term Corporate ETFIBDOB++U.S. Treasury - Short / Intermediate2fund risk0%
PIMCO Short Term Municipal Bond Exchange-Traded FundSMMUC++Bond - U.S. Municipals2fund risk0.35%
IQ Enhanced Core Bond U.S. ETFAGGEB++U.S. Treasury - Intermediate2fund risk0%
iBonds Mar 2023 Term Corporate ex-Financials ETFIBCEB++U.S. Treasury - Short / Intermediate2fund risk0.1%
iShares Core Total USD Bond Market ETFIUSBB++Bond - Multi Sector3fund risk0%
WisdomTree Barclays U.S. Aggregate Bond Enhanced Yield FundAGGYA++Bond - U.S. Mortgages3fund risk0%
iBonds Dec 2024 Term Corporate ETFIBDPA++U.S. Treasury - Short / Intermediate3fund risk0%
Vanguard Total Bond Market ETFBNDB++U.S. Treasury - Intermediate3fund risk0.08%
IQ Enhanced Core Plus Bond U.S. ETFAGGPC++Bond - U.S. Corporate3fund risk0%
WisdomTree Barclays U.S. Aggregate Bond Zero Duration FundAGZDC++Bond - U.S. High Yield3fund risk0%
iBonds Mar 2023 Term Corporate ETFIBDDB++U.S. Treasury - Short / Intermediate3fund risk0.07%
USAA Core Intermediate-Term Bond ETFUITBB++Bond - U.S. Mortgages3fund risk0%
iShares Core 5-10 Year USD Bond ETFIMTBB++Bond - U.S. Mortgages3fund risk0%
PIMCO Investment Grade Corporate Bond Index Exchange-Traded FundCORPB++Bond - U.S. Corporate3fund risk0.2%
iBonds Dec 2025 Term Corporate ETFIBDQA++Bond - U.S. Corporate3fund risk0%
iShares iBonds Dec 2026 Term Corporate ETFIBDRB++Bond - U.S. Corporate4fund risk0%
Guggenheim Total Return ETFGTOA++U.S. Treasury - Intermediate / Long4fund risk0%
Vanguard Emerging Markets Government Bond ETFVWOBB++Bond - Emerging Market4fund risk0%
iShares iBonds Dec 2027 Term Corporate ETFIBDSB++Bond - U.S. Corporate4fund risk0%
iShares TrustMLQDA++U.S. Treasury - Short / Intermediate5fund risk0%
WisdomTree Barclays U.S. Aggregate Bond Negative Duration FundAGNDB++U.S. Treasury - Intermediate / Long5fund risk0%
WisdomTree Emerging Markets Corporate Bond FundEMCBB++Bond - Emerging Market6fund risk0%
iShares Intermediate Credit Bond ETFCIUF++Bond - U.S. Corporate53fund risk0.2%
iShares Core Long-Term US Bond ETFILTBD++Bond - U.S. Corporate6fund risk0.12%
iShares TrustLLQDB++Bond - U.S. Corporate7fund risk0%
WisdomTree BofA Merrill Lynch High Yield Bond Negative Duration FundHYNDA++U.S. Treasury - Intermediate8fund risk0%
PIMCO 15+ Year U.S. TIPS Index Exchange-Traded FundLTPZF++U.S. Treasury - TIPS9fund risk0.21%
Other     
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 risk0.58%
Janus Velocity Tail Risk Hedged Large Cap ETFTRSK Other0fund risk0.65%
WisdomTree Japan Hedged Financials FundDXJF Other0fund risk0%
WisdomTree Japan Hedged Dividend Growth FundJHDG 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%
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%
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