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

Wealthfront (Tax-Exempt Accounts)

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 Dividend Appreciation ETFVIGCU.S. All Cap13fund risk0.1%
Vanguard Total Stock Market ETFVTICU.S. All Cap15fund risk0.05%
Specialty     
Vanguard REIT ETFVNQB++U.S. Real Estate17fund risk0.1%
Global & Intl. Equity     
Vanguard FTSE Developed Markets ETFVEAA-International Large Cap15fund risk0.09%
Vanguard FTSE Emerging Markets ETFVWOCEmerging Markets18fund risk0.15%
Bonds     
Schwab U.S. TIPs ETFSCHPC+U.S. Treasury - TIPS4fund risk0.12%
iShares iBoxx $ Investment Grade Corporate Bond ETFLQDCBond - U.S. Corporate6fund risk0.15%
iShares JP Morgan USD Emerging Markets Bond ETFEMBC+Bond - Emerging Market7fund risk0.6%
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