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     
USAA Core Short-Term Bond ETFUSTBB-U.S. Mega Cap1fund risk0%
iShares Core Aggressive Allocation ETFAOACU.S. All Cap12fund risk0.11%
Vanguard Wellington FundVFMVDU.S. Large Cap13fund risk0%
Vanguard Dividend Appreciation ETFVIGCU.S. All Cap13fund risk0.1%
WisdomTree US Dividend Growth FundDGRWDU.S. Large Cap14fund risk0%
Vanguard Total World Stock ETFVTCU.S. All Cap14fund risk0.18%
WisdomTree Earnings 500 FundEPSBU.S. All Cap14fund risk0.28%
John Hancock Multifactor Large Cap ETFJHMLCU.S. All Cap15fund risk0%
Reality Shares DIVCON Leaders Dividend ETFLEADDU.S. Large Cap15fund risk0%
Vanguard Health Care ETFVHTCU.S. Large Cap15fund risk0.14%
Vanguard S&P 500 ETFVOOCU.S. Large Cap15fund risk0.05%
John Hancock Multifactor Healthcare ETFJHMHCU.S. Large Cap15fund risk0%
Guggenheim S&P 500 Equal Weight Healthcare ETFRYHBU.S. Large Cap15fund risk0.5%
WisdomTree Total Earnings FundEXTCU.S. Large Cap15fund risk0.28%
USAA MSCI USA Value Momentum Blend Index ETFULVMB+U.S. Mid Cap15fund risk0%
Vanguard Total Stock Market ETFVTICU.S. All 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%
American Customer Satisfaction Core Alpha ETFACSIAU.S. All Cap16fund risk0%
JPMorgan Diversified Return U.S. Mid Cap Equity ETFJPMEB+U.S. Mid Cap16fund risk0%
Arrow DWA Tactical ETFDWATAU.S. All Cap16fund risk0%
John Hancock Multifactor Mid Cap ETFJHMMD+U.S. Mid Cap16fund risk0%
Vanguard Wellington FundVFQYB+U.S. Mid Cap17fund risk0%
Global X Guru Index ETFGURUCU.S. All Cap17fund risk0.75%
Global X Conscious Companies ETFKRMAAU.S. Large Cap17fund risk0%
Vanguard Wellington FundVFMFB+U.S. Mid Cap18fund risk0%
John Hancock Multifactor Consumer Discretionary ETFJHMCD+U.S. Mid Cap18fund risk0%
Vanguard Telecommunication Services ETFVOXA-U.S. Mega Cap18fund risk0.14%
Vanguard Consumer Discretionary ETFVCRCU.S. All Cap19fund risk0.14%
JH Multi Sml Cp ShsJHSCC+U.S. Small Cap20fund risk0%
NuShrs ETF Trst Shs of Benef Interest NuShares ESG Small-CapNUSCA+U.S. Small Cap20fund risk0%
Guggenheim S&P 500 Equal Weight Technology ETFRYTDU.S. All Cap20fund risk0.5%
USAA MSCI USA Small Cap Value Momentum Blend Index ETFUSVMA+U.S. Small Cap21fund risk0%
JPMorgan Diversified Return U.S. Small Cap Equity ETFJPSEA+U.S. Small Cap22fund 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 FundHYSAU.S. All Cap4fund risk0.55%
JPMorgan Disciplined HY ETFJPHYBU.S. Large Cap4fund risk0%
IndexIQ ETF Trust IQ S&P High Yield Low Volatility Bond ETFHYLVC-U.S. Mega Cap5fund risk0%
iShares TrustUSHYBU.S. Large Cap5fund risk0%
iShares Core Conservative Allocation ETFAOKCU.S. Large Cap5fund risk0.11%
iShares Fallen Angels USD Bond ETFFALNAU.S. All Cap6fund risk0%
Global X SuperIncome Preferred ETFSPFFAU.S. All Cap7fund risk0.58%
iShares Core Moderate Allocation FundAOMCU.S. Large Cap7fund risk0.11%
iShares Core Growth Allocation ETFAORCU.S. All Cap9fund risk0.11%
U.S. Equities - Growth     
Chart Acquisition CorpCACGB--U.S. All Cap - Growth17fund risk0%
iShares Core U.S. Growth ETFIUSGB--U.S. All Cap - Growth18fund risk0.25%
Janus Small/Mid Cap Growth Alpha ETFJSMDB--U.S. Small Cap - Growth19fund risk0%
Direxion NASDAQ 100 Equal Weighted Index SharesQQQEC--U.S. All Cap - Growth19fund risk0.35%
NuShares Enhanced Yield US Aggregate Bond ETFNULGB--U.S. All Cap - Growth20fund risk0%
NuShares Enhanced Yield US Aggregate Bond ETFNUMGB-U.S. Mid Cap - Growth20fund risk0%
Vanguard Small-Cap Growth ETFVBKB--U.S. Small Cap - Growth21fund risk0.09%
Janus Small Cap Growth Alpha ETFJSMLB--U.S. Small Cap - Growth22fund risk0%
Vanguard Information Technology ETFVGTD--U.S. All Cap - Growth23fund risk0.14%
John Hancock Multifactor Technology ETFJHMTC--U.S. All Cap - Growth23fund risk0%
Vanguard Wellington FundVFMOA--U.S. Small Cap - Growth24fund risk0%
Reality Shares Nasdaq NextGen Economy ETFBLCNA--U.S. Small Cap - Growth25fund risk0%
IQ Merger Arbitrage ETFMNAC-U.S. Mid Cap - Growth6fund risk0.75%
U.S. Equities - Value     
Vanguard Consumer Staples ETFVDCD++U.S. Mega Cap - Value12fund risk0.14%
John Hancock Multifactor Consumer Staples ETFJHMSD++U.S. Mega Cap - Value12fund risk0%
Global X SuperDividend Alternatives ETFALTYA++U.S. Mid Cap - Value13fund risk0%
Guggenheim S&P 500 Equal Weight Consumer Staples ETFRHSD++U.S. Mega Cap - Value13fund risk0.5%
WisdomTree LargeCap Dividend FundDLNC++U.S. Mega Cap - Value13fund risk0.28%
WisdomTree Total Dividend FundDTDC++U.S. Mega Cap - Value14fund risk0.28%
WisdomTree Global Equity Income FundDEWC++U.S. Large Cap - Value14fund risk0.58%
Legg Mason Low Volatility High Dividend ETFLVHDD++U.S. Large Cap - Value14fund risk0%
JPMorgan Diversified Return US Equity ETFJPUSC++U.S. Large Cap - Value14fund risk0%
WisdomTree Equity Income FundDHSD++U.S. Large Cap - Value15fund risk0.38%
iShares Core U.S. Value ETFIUSVC++U.S. Large Cap - Value15fund risk0.25%
Global SuperDividend US ETFDIVA++U.S. Small Cap - Value15fund risk0.45%
Oppenheimer Large Cap Revenue ETFRWLB++U.S. Large Cap - Value15fund risk0.49%
NuShrs ETF Trst Shs of Benef Interest NuShares ESG Large-Cap ValueNULVD++U.S. Large Cap - Value15fund risk0%
WisdomTree Dividend Ex-Financials FundDTNC++U.S. All Cap - Value15fund risk0.38%
Guggenheim S&P 500 Equal Weight ETFRSPB++U.S. All Cap - Value16fund risk0.4%
John Hancock Multifactor Industrials ETFJHMID++U.S. Mid Cap - Value18fund risk0%
NuShares Enhanced Yield US Aggregate Bond ETFNUMVC++U.S. Mid Cap - Value18fund risk0%
Vanguard Industrials ETFVISD++U.S. Mid Cap - Value18fund risk0.14%
Guggenheim S&P 500 Equal Weight Industrials ETFRGIC++U.S. Mid Cap - Value18fund risk0.5%
Vanguard Wellington FundVFLQC++U.S. Mid Cap - Value19fund risk0%
WisdomTree MidCap Dividend FundDOND++U.S. Mid Cap - Value20fund risk0.38%
Global X SuperDividend REIT ETFSRETF++U.S. Mid Cap - Value20fund risk0%
John Hancock Multifactor Financials ETFJHMFC++U.S. All Cap - Value20fund risk0%
Guggenheim S&P 500 Equal Weight Consumer Discretionary ETFRCDB++U.S. Mid Cap - Value21fund risk0.5%
Guggenheim S&P MidCap 400 Equal Weight ETFEWMCC++U.S. Mid Cap - Value21fund risk0%
John Hancock Multifactor Materials ETFJHMAD++U.S. Mid Cap - Value21fund risk0%
Vanguard Materials ETFVAWD++U.S. Mid Cap - Value21fund risk0.14%
Vanguard Small-Cap Value ETFVBRB++U.S. Small Cap - Value22fund risk0.09%
Vanguard Financials ETFVFHB++U.S. All Cap - Value22fund risk0.14%
WisdomTree MidCap Earnings FundEZMD++U.S. Mid Cap - Value22fund risk0.38%
Vanguard Wellington FundVFVAA++U.S. Small Cap - Value22fund risk0%
Guggenheim S&P 500 Equal Weight Materials ETFRTMC++U.S. Mid Cap - Value23fund risk0.5%
WisdomTree U.S. SmallCap Dividend Growth FundDGRSD++U.S. Small Cap - Value23fund risk0%
WisdomTree SmallCap Dividend FundDESD++U.S. Small Cap - Value23fund risk0.38%
Indexiq ETF Tr Shs IQ Chaikin U.S. Small Cap FundCSMLB++U.S. Small Cap - Value23fund risk0%
Oppenheimer Mid Cap Revenue ETFRWKC++U.S. Mid Cap - Value23fund risk0.54%
Guggenheim S&P 500 Equal Weight Financials ETFRYFC++U.S. All Cap - Value24fund risk0.5%
WisdomTree SmallCap Earnings FundEESB++U.S. Small Cap - Value25fund risk0.38%
IQ US Real Estate Small Cap ETFROOFD++U.S. Small Cap - Value26fund risk0.69%
Guggenheim S&P SmallCap 600 Equal Weight ETFEWSCA++U.S. Small Cap - Value26fund risk0%
Oppenheimer Ultra Dividend Revenue ETFRDIVF++U.S. All Cap - Value27fund risk0%
Global X MLP & Energy Infrastructure ETFMLPXA++U.S. Small Cap - Value29fund risk0%
Oppenheimer Small Cap Revenue ETFRWJA++U.S. Micro Cap - Value32fund risk0.54%
Global X MLP ETFMLPAA++U.S. Small Cap - Value33fund risk0.47%
Vanguard Energy ETFVDEA++U.S. Small Cap - Value38fund risk0.14%
John Hancock Multifactor Energy ETFJHMEB++U.S. Small Cap - Value39fund risk0%
Guggenheim S&P 500 Equal Weight Energy ETFRYEB++U.S. Small Cap - Value43fund risk0.5%
WT US Qlt Shldr Shs of Benef InterestQSYF++U.S. Micro Cap - Value53fund risk0%
iShares Short Maturity Municipal Bond ETFMEARC++Silver1fund risk0%
iBonds Dec 2023 Term Corporate ETFIBDOC++Silver1fund risk0%
Direxion Auspice Broad Commodity Strategy ETFCOMA++Commodities12fund risk0%
iShares Commodities Select Strategy ETFCOMTA++Commodities14fund risk0%
ETFS Blm All Cm ShsBCIA++Commodities15fund risk0%
ETFS Gold TrustSGOLD--Gold17fund risk0.39%
Vanguard Utilities ETFVPUF++U.S. Real Estate17fund risk0.14%
John Hancock Multifactor Utilities ETFJHMUF++U.S. Real Estate17fund risk0%
Guggenheim S&P 500 Equal Weight Utilities ETFRYUF++U.S. Real Estate17fund risk0.5%
iShares Global REIT ETFREETB++U.S. Real Estate17fund risk0%
iShares S&P GSCI Commodity Indexed TrustGSGC++Commodities19fund risk0.75%
iSh Cor US REIT ShsUSRTB++U.S. Real Estate19fund risk0%
Guggenheim S&P 500 Equal Weight Real Estate ETFEWREA++U.S. Real Estate22fund risk0%
ETFS Physical Precious Metal Basket SharesGLTRA--Gold23fund risk0.6%
ETFS Physical Silver SharesSIVRA--Gold41fund risk0.45%
WisdomTree Chinese Yuan FundCYBA--Gold6fund risk0.45%
WT Mngd Fut Stg ShsWTMFB++Commodities8fund risk0%
Global & Intl. Equity     
iBonds Dec 2021 Term Corporate ETFIBDMCEmerging Markets1fund risk0%
WisdomTree Emerging Markets Local Debt FundELDF++International Small Cap10fund risk0.55%
Legg Mason International Low Volatility High Dividend ETFLVHIAInternational Large Cap - Value11fund risk0%
WisdomTree International Hedged Dividend Growth FundIHDGA-International Large Cap - Growth12fund risk0%
WisdomTree Dynamic Currency Hedged International Equity FundDDWMB-International Large Cap13fund risk0%
Global X Next Emerging & Frontier ETFEMFMC++International Small Cap13fund risk0%
WisdomTree Europe Hedged SmallCap Equity FundEUSCAInternational Large Cap - Value13fund risk0%
IQ Global Resources ETFGRESC++International Small Cap13fund risk0.75%
Diversified Return International Equity ETFJPINC-International Large Cap14fund risk0%
WisdomTree International SmallCap Dividend FundDLSD++International Small Cap14fund risk0.58%
WisdomTree DEFA FundDWMC-International Large Cap14fund risk0.48%
WisdomTree Emerging Markets SmallCap Dividend FundDGSAEmerging Markets14fund risk0.63%
WisdomTree Global ex-US Real Estate FundDRWC-Pacific ex-Japan14fund risk0.58%
WisdomTree International MidCap Dividend FundDIMC-International Large Cap14fund risk0.58%
WisdomTree International LargeCap Dividend FundDOLC-International Large Cap14fund risk0.48%
USAA MSCI International Value Momentum Blend Index ETFUIVMB-International Large Cap14fund risk0%
IQ 50 Percent Hedged FTSE International ETFHFXIA-International Large Cap14fund risk0%
Vanguard International Dividend Appreciation ETFVIGIB-International Large Cap - Growth14fund risk0%
WisdomTree International Dividend Ex-Financials FundDOOC-International Large Cap14fund risk0.58%
iShares Core MSCI Pacific ETFIPACB--Japan14fund risk0%
Global X SuperDividend ETFSDIVAInternational Large Cap - Value15fund risk0.58%
iShares Core MSCI Total International Stock ETFIXUSA-International Large Cap15fund risk0.05%
John Hancock Exchange-Traded Fund Trust John Hancock Multifactor DevelopedJHMDB-International Large Cap15fund risk0%
WisdomTree DEFA Equity Income FundDTHCInternational Large Cap - Value15fund risk0.58%
Vanguard FTSE Developed Markets ETFVEAA-International Large Cap15fund risk0.09%
WisdomTree Europe Hedged Equity FundHEDJA-International Large Cap15fund risk0.58%
Vanguard FTSE All World ex-US Small-Cap ETFVSSC++International Small Cap15fund risk0.2%
Vanguard International High Dividend Yield ETFVYMIAInternational Large Cap - Value15fund risk0%
NuShrs ETF Trst Shs of Benef Interest ESG International Developed Markets Equity FundNUDMC-International Large Cap15fund risk0%
WisdomTree Emerging Markets Equity Income FundDEMB++International Small Cap15fund risk0.63%
JPMorgan Diversified Return Emerging Markets Equity ETFJPEMAEmerging Markets15fund risk0%
WisdomTree Europe Dividend Growth FundEUDGB+Europe15fund risk0%
WisdomTree Japan Hedged Equity FundDXJA--Japan16fund risk0.48%
Global X MSCI SuperDividend Emerging Markets ETFSDEMA-Pacific ex-Japan16fund risk0%
iShares Core MSCI Europe ETFIEURB+Europe16fund risk0%
WisdomTree Japan SmallCap Dividend FundDFJD--Japan17fund risk0.58%
USAA MSCI Emerging Markets Value Momentum Blend Index ETFUEVMAEmerging Markets17fund risk0%
WisdomTree Japan Hedged SmallCap Equity FundDXJSB--Japan17fund risk0%
Arrow Dow Jones Global Yield ETFGYLDAInternational Large Cap - Value17fund risk0.75%
WisdomTree Emerging Markets Dividend Growth FundDGRECEmerging Markets17fund risk0%
WisdomTree Europe SmallCap Dividend FundDFEB++International Small Cap17fund risk0.58%
WisdomTree Germany Hedged Equity FundDXGEA+Europe17fund risk0%
Vanguard FTSE Emerging Markets ETFVWOCEmerging Markets18fund risk0.15%
WisdomTree India Earnings FundEPIA++International Small Cap19fund risk0.84%
NuShrs ETF Trst Shs of Benef Interest ESG Emerging Markets Equity FundNUEMBEmerging Markets19fund risk0%
WisdomTree Emerging Markets ex-State-Owned Enterprises FundXSOEFEmerging Markets20fund risk0%
IndexIQ ETF Trust - IQ Hedge Multi-Strategy Tracker ETFQAICEmerging Markets5fund risk0.75%
WisdomTree Global ex-U.S. Growth FundDNLF-International Large Cap - Growth52fund risk0.58%
WisdomTree China ex-State-Owned Enterprises FundCXSEFEmerging Markets57fund risk0%
WisdomTree Emerging Currency FundCEWD++International Small Cap6fund risk0.55%
WisdomTree Bloomberg U.S. Dollar Bullish FundUSDUB++International Small Cap7fund risk0%
US Cash / Money MarketUSCASHCU.S. Cash / Money Market0fund risk0%
PIMCO Enhanced Short Maturity Exchange-Traded FundMINTC+Bond - Emerging Market0fund risk0.35%
JP Morgan ETF Shs Ultra Short Income FundJPSTCBond - U.S. Corporate0fund risk0%
iShares Short Maturity Bond ETFNEARCU.S. Treasury - Short0fund risk0%
iShares Floating Rate Bond ETFFLOTC++Bond - U.S. High Yield0fund risk0.2%
Janus Henderson Short Duration Income ETFVNLAC+U.S. Treasury - TIPS1fund risk0%
iBonds Dec 2022 Term Corporate ETFIBDNC+U.S. Treasury - TIPS1fund risk0%
PIMCO Low Duration Exchange-Traded FundLDURCBond - U.S. Mortgages1fund risk0%
iShares 0-5 Year Investment Grade Corporate Bond ETFSLQDB-U.S. Treasury - Short / Intermediate1fund risk0%
iShares TrustIBMLC+Bond - U.S. Municipals1fund risk0%
PIMCO Short Term Municipal Bond Exchange-Traded FundSMMUC+Bond - U.S. Municipals1fund risk0.35%
iShares 1-3 Year Credit Bond ETFCSJB-U.S. Treasury - Short / Intermediate1fund risk0.2%
iShares Core 1-5 Year USD Bond ETFISTBB-U.S. Treasury - Short / Intermediate1fund risk0.12%
NuShrs ETF Trst ShsNUSAC-U.S. Treasury - Short / Intermediate1fund risk0%
iBonds Dec 2021 Term Muni Bond ETFIBMJCU.S. Treasury - Short1fund risk0%
iBonds Dec 2022 Term Muni Bond ETFIBMKCBond - U.S. Mortgages1fund risk0%
iBonds Mar 2023 Term Corporate ETFIBDDC++Bond - U.S. High Yield1fund risk0.07%
iBonds Mar 2023 Term Corporate ex-Financials ETFIBCECU.S. Treasury - Short1fund risk0.1%
iShares TrustIBMMC+Bond - U.S. Municipals1fund risk0%
Vanguard Mortgage-Backed Securities ETFVMBSCBond - U.S. Mortgages2fund risk0%
iShares 0-5 Year TIPS Bond ETFSTIPB+U.S. Treasury - TIPS2fund risk0.2%
PIMCO Intermediate Municipal Bond Exchange-Traded FundMUNIC+Bond - U.S. Municipals2fund risk0.35%
Vanguard Tax-Exempt Bond ETFVTEBC+Bond - U.S. Municipals2fund risk0%
WisdomTree Barclays U.S. Aggregate Bond Zero Duration FundAGZDBBond - U.S. Corporate2fund risk0%
WisdomTree Emerging Markets Corporate Bond FundEMCBB+Bond - Emerging Market11fund risk0%
PIMCO 15+ Year U.S. TIPS Index Exchange-Traded FundLTPZF+U.S. Treasury - TIPS12fund risk0.21%
PIMCO 25+ Year Zero Coupon U.S. Treasury Index Exchange-Traded FundZROZC--U.S. Treasury - Long18fund risk0.16%
PIMCO 1-5 Year U.S. TIPS Index Exchange-Traded FundSTPZB+U.S. Treasury - TIPS2fund risk0.2%
iBonds Dec 2024 Term Corporate ETFIBDPB-U.S. Treasury - Short / Intermediate2fund risk0%
iShares National Muni Bond ETFMUBC+Bond - U.S. Municipals2fund risk0.25%
iBonds Dec 2025 Term Corporate ETFIBDQB-U.S. Treasury - Short / Intermediate2fund risk0%
iShares Core 5-10 Year USD Bond ETFIMTBB-U.S. Treasury - Intermediate2fund risk0%
iShares Core International Aggregate Bond ETFIAGGC--U.S. Treasury - Intermediate / Long2fund risk0%
iShares iBonds Dec 2026 Term Corporate ETFIBDRB-U.S. Treasury - Short / Intermediate3fund risk0%
Vanguard Total International Bond ETFBNDXC--U.S. Treasury - Intermediate / Long3fund risk0%
Pimco Total Return ETFBONDB--U.S. Treasury - Intermediate / Long3fund risk0.56%
USAA Core Intermediate-Term Bond ETFUITBB-Bond - Multi Sector3fund risk0%
iShares Core Total USD Bond Market ETFIUSBC-Bond - Multi Sector3fund risk0%
Vanguard Total Bond Market ETFBNDC-Bond - Multi Sector3fund risk0.08%
NuShares ESG U.S. Aggregate Bond ETFNUBDC-Bond - Multi Sector3fund risk0%
JP Morgan ETF Shs of Benef Interest Global Bond Opportunities FundJPGBC++Bond - U.S. High Yield4fund risk0%
WisdomTree Barclays U.S. Aggregate Bond Enhanced Yield FundAGGYC-Bond - Multi Sector4fund risk0%
iShares iBonds Dec 2027 Term Corporate ETFIBDSB-U.S. Treasury - Short / Intermediate4fund risk0%
iShares Intermediate Credit Bond ETFCIUB-U.S. Treasury - Short / Intermediate4fund risk0.2%
Guggenheim Total Return ETFGTOA-Bond - Multi Sector4fund risk0%
PIMCO Investment Grade Corporate Bond Index Exchange-Traded FundCORPCBond - U.S. Corporate5fund risk0.2%
WisdomTree BofA Merrill Lynch High Yield Bond Zero Duration FundHYZDB++Bond - U.S. High Yield7fund risk0%
Vanguard Emerging Markets Government Bond ETFVWOBC+Bond - Emerging Market7fund risk0%
iShares Core Long-Term US Bond ETFILTBA--U.S. Treasury - Intermediate / Long9fund risk0.12%
WisdomTree Asia Local Debt FundALD Other0fund risk0%
WisdomTree Brazilian Real FundBZF Other0fund risk0.45%
WisdomTree Middle East Dividend FundGULF Other0fund risk0%
iShares 10+ Year Credit Bond ETFCLY Other0fund risk0.2%
WisdomTree Australia Dividend FundAUSE Other0fund risk0%
WisdomTree Asia-Pacific ex-Japan FundAXJL Other0fund risk0.48%
Guggenheim MSCI Emerging Markets Equal Weight ETFEWEM Other0fund risk0.6%
Direxion All Cap Insider Sentiment SharesKNOW Other0fund risk0.65%
iBonds Mar 2020 Term Corporate ex-Financials ETFIBCD Other0fund risk0.1%
iBonds Mar 2020 Term Corporate ETFIBDC Other0fund risk0.07%
Janus Velocity Tail Risk Hedged Large Cap ETFTRSK Other0fund risk0.65%
WisdomTree Barclays U.S. Aggregate Bond Negative Duration FundAGND Other0fund risk0%
WisdomTree Japan Hedged Financials FundDXJF Other0fund risk0%
Global X | JPMorgan Efficiente Index ETFEFFE Other0fund risk0%
WisdomTree Emerging Markets Consumer Growth FundEMCG Other0fund risk0%
IQ 50 Percent Hedged FTSE Europe ETFHFXE Other0fund risk0%
IQ 50 Percent Hedged FTSE Japan ETFHFXJ Other0fund risk0%
WisdomTree BofA Merrill Lynch High Yield Bond Negative Duration FundHYND Other0fund risk0%
WisdomTree Japan Hedged Dividend Growth FundJHDG Other0fund risk0%
JPMorgan Diversified Return Global Equity ETFJPGE Other0fund risk0%
Global X Scientific Beta Europe ETFSCID Other0fund risk0%
Global X Scientific Beta Japan ETFSCIJ Other0fund risk0%
Global X Scientific Beta US ETFSCIU Other0fund risk0%
Global X | JPMorgan US Sector Rotator Index ETFSCTO Other0fund risk0%
Global X Scientific Beta Asia ex-Japan ETFSCIX Other0fund risk0%
Legg Mason Developed EX-US Diversified Core ETFDDBI Other0fund risk0%
Reality Shares DIVS Exchange-Traded FundDIVY Other0fund risk0%
Guggenheim S&P High Income Infrastructure ETFGHII Other0fund risk0%
iBonds Dec 2018 Term Corporate ETFIBDH Other0fund risk0%
iBonds Dec 2019 Term Corporate ETFIBDK Other0fund risk0%
iBonds Dec 2020 Term Corporate ETFIBDL Other0fund risk0%
iShares iBonds Sep 2018 AMT-Free Muni Bond ETFIBMG Other0fund risk0%
iShares iBonds Sep 2019 AMT-Free Muni Bond ETFIBMH Other0fund risk0%
iBonds Sep 2020 Term Muni Bond ETFIBMI Other0fund risk0%
JPMorgan Diversified Return Europe Currency Hedged ETFJPEH Other0fund risk0%
JPMorgan Diversified Return Europe Equity ETFJPEU Other0fund risk0%
JPMorgan Diversified Return International Currency Hedged ETFJPIH Other0fund risk0%
IQ Enhanced Core Bond U.S. ETFAGGE Other0fund risk0%
IQ Enhanced Core Plus Bond U.S. ETFAGGP Other0fund risk0%
Oppenheimer Revenue Weighted ETF Trust Oppenheimer ESG Revenue ETFESGL Other0fund risk0%
Oppenheimer Revenue Weighted ETF Trust Oppenheimer Global ESG Revenue ETFESGF Other0fund risk0%
J P Morgan Chase & Co ETFJPHF 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