Kivalia Investment Advice Platform Log In / Sign Up
401(k) Guidance Management Services
401k, 403b plan

Interactive Brokers - Commission Free ETFs

Portfolios Funds Ratings Plan Information
Send me updates


Share this plan


Plan was created by bmurphy on 9/9/2013.
Number of Followers: 2


COMMENTS plan comments help
comment plan bmurphy 12/9/2015 3:43:45 PM
12/9/15 - changes made to the plan to reflect recent additions & subtractions.

comment plan bmurphy 4/18/2016 6:12:52 PM
changed the fund lineup to reflect the current commission free ETF list at Interactive Brokers.

comment plan bmurphy 7/15/2017 3:36:58 PM
Plan is exactly correct at 7/15/2017.

comment plan bmurphy 1/18/2018 11:04:18 PM
Plan is correct as of 1/18/18.

comment plan bmurphy 7/7/2018 4:46:41 PM
Plan is correct as of 7/7/2018. Overall the investment options offered through the commission free program at IB are second-tier.

Add Comment
To add a new comment
Log In or Sign Up
close help

Plan Comments

Join the conversation and comment or ask questions about the plan, its investment options, or the model portfolios provided.


TRANSACTIONS investment options help
The investment options available to you through the plan have changed? Add or remove any here and get up-to-date advice:



NameTickerActionDate 
Reality Shares DIVCON Dividend Guard ETFGARDwas added by bmurphy7/7/2018Remove
Reality Shares DIVCON Dividend Defender ETFDFNDwas added by bmurphy7/7/2018Remove
Reality Shares DIVCON Leaders Dividend ETFLEADwas added by bmurphy7/7/2018Remove
Reality Shares DIVS Exchange-Traded FundDIVYwas added by bmurphy7/7/2018Remove
O Shares FTSE Europe Quality Dividend Hedged ETFOEUHwas added by bmurphy7/7/2018Remove
O Shares FTSE Europe Quality Dividend ETFOEURwas added by bmurphy7/7/2018Remove
OShares FTSE Asia Pacific Quality Dividend Hedged ETFOAPHwas added by bmurphy7/7/2018Remove
O Shares FTSE Asia Pacific Quality Dividend ETFOASIwas added by bmurphy7/7/2018Remove
O Shares FTSE US Quality Dividend ETFOUSAwas added by bmurphy7/7/2018Remove
Hull Tactical US ETFHTUSwas added by bmurphy7/7/2018Remove
Global X SuperDividend REIT ETFSRETwas added by bmurphy7/7/2018Remove
Global X MSCI SuperDividend Emerging Markets ETFSDEMwas added by bmurphy7/7/2018Remove
Global X Junior MLP ETFMLPJwas added by bmurphy7/7/2018Remove
Global X Guru Activist Index ETFACTXwas added by bmurphy7/7/2018Remove
Global X Permanent ETFPERMwas added by bmurphy7/7/2018Remove
Global X SuperDividend Alternatives ETFALTYwas added by bmurphy7/7/2018Remove
Global X Next Emerging & Frontier ETFEMFMwas added by bmurphy7/7/2018Remove
ETFS Physical Silver SharesSIVRwas added by bmurphy7/7/2018Remove
ETFS Gold TrustSGOLwas added by bmurphy7/7/2018Remove
ETFS Physical Palladium SharesPALLwas added by bmurphy7/7/2018Remove
Sprott Physical Platinum and Palladium TrustSPPPwas removed by bmurphy7/7/2018
Sprott Physical Platinum and Palladium TrustSPPPwas added by bmurphy7/7/2018
ETFS Platinum TrustPPLTwas added by bmurphy7/7/2018Remove
ETFS Physical Precious Metal Basket SharesGLTRwas added by bmurphy7/7/2018Remove
Eaton Vance Global Income Builder NextSharesEVGBCwas added by bmurphy7/7/2018
Eaton Vance TABS 5 to 15 Year Laddered Municipal NextSharesEVLMCwas added by bmurphy7/7/2018
Eaton Vance NextShares TrustEVSTCwas added by bmurphy7/7/2018Remove
Cambria Value and Momentum ETFVAMOwas added by bmurphy7/7/2018Remove
Cambria Shareholder Yield ETFSYLDwas added by bmurphy7/7/2018Remove
Cambria Sovereign Bond ETFSOVBwas added by bmurphy7/7/2018Remove
Dhandho Junoon ETFJUNEwas added by bmurphy7/7/2018Remove
Cambria Emerging Shareholder Yield ETFEYLDwas added by bmurphy7/7/2018Remove
American Customer Satisfaction Core Alpha ETFACSIwas added by bmurphy7/7/2018Remove
Global X Uranium ETFURAwas removed by bmurphy7/7/2018
Cambria Shareholder Yield ETFSYLDwas removed by bmurphy7/7/2018Remove
Global X Social Media Index ETFSOCLwas removed by bmurphy7/7/2018
Global X Silver Miners ETFSILwas removed by bmurphy7/7/2018
Global X NASDAQ China Technology ETFQQQCwas removed by bmurphy7/7/2018
Global X MSCI Norway ETFNORWwas removed by bmurphy7/7/2018
Global X MSCI Nigeria ETFNGEwas removed by bmurphy7/7/2018
Global X Lithium ETFLITwas removed by bmurphy7/7/2018
Global X MSCI Colombia ETFGXGwas removed by bmurphy7/7/2018
Global X FTSE Nordic Region ETFGXFwas removed by bmurphy7/7/2018
Global X Guru Index ETFGURUwas removed by bmurphy7/7/2018
Global X MSCI Greece ETFGREKwas removed by bmurphy7/7/2018
Global X Copper Miners ETFCOPXwas removed by bmurphy7/7/2018
Global X China Financials ETFCHIXwas removed by bmurphy7/7/2018
Global X China Consumer ETFCHIQwas removed by bmurphy7/7/2018
Global X MSCI Argentina ETFARGTwas removed by bmurphy7/7/2018
Cambria Value and Momentum ETFVAMOwas removed by bmurphy1/18/2018Remove
Cambria Sovereign Bond ETFSOVBwas removed by bmurphy1/18/2018Remove
Global X Fertilizers/Potash ETFSOILwas removed by bmurphy1/18/2018
Global X Permanent ETFPERMwas removed by bmurphy1/18/2018Remove
Global X Junior MLP ETFMLPJwas removed by bmurphy1/18/2018Remove
Cambria Emerging Shareholder Yield ETFEYLDwas removed by bmurphy1/18/2018Remove
Global X Next Emerging & Frontier ETFEMFMwas removed by bmurphy1/18/2018Remove
Global X China Materials ETFCHIMwas removed by bmurphy1/18/2018
Global X China Industrials ETFCHIIwas removed by bmurphy1/18/2018
Global X China Energy ETFCHIEwas removed by bmurphy1/18/2018
Global X Brazil Mid Cap ETFBRAZwas removed by bmurphy1/18/2018
Global X Brazil Consumer ETFBRAQwas removed by bmurphy1/18/2018
Global X Southeast Asia ETFASEAwas removed by bmurphy1/18/2018
Global X FTSE Andean 40 ETFANDwas removed by bmurphy1/18/2018
Cambria Value and Momentum ETFVAMOwas added by bmurphy7/15/2017Remove
Cambria Shareholder Yield ETFSYLDwas added by bmurphy7/15/2017Remove
Cambria Sovereign Bond ETFSOVBwas added by bmurphy7/15/2017Remove
Global X SuperDividend ETFSDIVwas added by bmurphy7/15/2017Remove
Cambria Global Value ETFGVALwas added by bmurphy7/15/2017Remove
Cambria Global Momentum ETFGMOMwas added by bmurphy7/15/2017Remove
Cambria Global Asset Allocation ETFGAAwas added by bmurphy7/15/2017Remove
Cambria Foreign Shareholder Yield ETFFYLDwas added by bmurphy7/15/2017Remove
Cambria Emerging Shareholder Yield ETFEYLDwas added by bmurphy7/15/2017Remove
Stock Dividend FundSDIVXwas removed by bmurphy7/15/2017
Global X Gold Explorers ETFGLDXwas removed by bmurphy7/15/2017
  was added by bmurphy4/18/2016
  was added by bmurphy4/18/2016
  was added by bmurphy4/18/2016
  was added by bmurphy4/18/2016
  was added by bmurphy4/18/2016
Global X YieldCo Index ETFYLCOwas removed by bmurphy4/18/2016
Global X SuperDividend REIT ETFSRETwas removed by bmurphy4/18/2016Remove
Global X MSCI SuperDividend Emerging Markets ETFSDEMwas removed by bmurphy4/18/2016Remove
Global X | JPMorgan US Sector Rotator Index ETFSCTOwas removed by bmurphy4/18/2016
Global X Scientific Beta US ETFSCIUwas removed by bmurphy4/18/2016
Global X Scientific Beta Japan ETFSCIJwas removed by bmurphy4/18/2016
Global X Scientific Beta Europe ETFSCIDwas removed by bmurphy4/18/2016
Global X MSCI Pakistan ETFPAKwas removed by bmurphy4/18/2016
Global X | JPMorgan Efficiente Index ETFEFFEwas removed by bmurphy4/18/2016
Global X GF China Bond ETFCHNBwas removed by bmurphy4/18/2016
  was removed by bmurphy4/18/2016
Global X Guru Activist Index ETFACTXwas removed by bmurphy4/18/2016Remove
  was removed by bmurphy12/9/2015
  was removed by bmurphy12/9/2015
  was removed by bmurphy12/9/2015
  was removed by bmurphy12/9/2015
  was removed by bmurphy12/9/2015
  was removed by bmurphy12/9/2015
  was removed by bmurphy12/9/2015
Global X YieldCo Index ETFYLCOwas added by bmurphy12/9/2015
Global X SuperDividend REIT ETFSRETwas added by bmurphy12/9/2015Remove
Global X MSCI SuperDividend Emerging Markets ETFSDEMwas added by bmurphy12/9/2015Remove
Global X | JPMorgan US Sector Rotator Index ETFSCTOwas added by bmurphy12/9/2015
Global X Scientific Beta US ETFSCIUwas added by bmurphy12/9/2015
Global X Scientific Beta Japan ETFSCIJwas added by bmurphy12/9/2015
Global X Scientific Beta Europe ETFSCIDwas added by bmurphy12/9/2015
Global X MSCI Pakistan ETFPAKwas added by bmurphy12/9/2015
Global X MLP & Energy Infrastructure ETFMLPXwas added by bmurphy12/9/2015Remove
Global X Next Emerging & Frontier ETFEMFMwas added by bmurphy12/9/2015Remove
Global X | JPMorgan Efficiente Index ETFEFFEwas added by bmurphy12/9/2015
Global X GF China Bond ETFCHNBwas added by bmurphy12/9/2015
  was added by bmurphy12/9/2015
Global X Guru Activist Index ETFACTXwas added by bmurphy12/9/2015Remove
Global X SuperIncome Preferred ETFSPFFwas added by bmurphy9/9/2013Remove
Global X Uranium ETFURAwas added by bmurphy9/9/2013
Global X MSCI Norway ETFNORWwas added by bmurphy9/9/2013
Global X Permanent ETFPERMwas added by bmurphy9/9/2013Remove
Global X NASDAQ China Technology ETFQQQCwas added by bmurphy9/9/2013
Stock Dividend FundSDIVXwas added by bmurphy9/9/2013
Global X Silver Miners ETFSILwas added by bmurphy9/9/2013
Global X Social Media Index ETFSOCLwas added by bmurphy9/9/2013
Global X Fertilizers/Potash ETFSOILwas added by bmurphy9/9/2013
Global X Guru Index ETFGURUwas added by bmurphy9/9/2013
Global X FTSE Nordic Region ETFGXFwas added by bmurphy9/9/2013
Global X MSCI Colombia ETFGXGwas added by bmurphy9/9/2013
  was added by bmurphy9/9/2013
Global X Lithium ETFLITwas added by bmurphy9/9/2013
Global X MLP ETFMLPAwas added by bmurphy9/9/2013Remove
Global X Junior MLP ETFMLPJwas added by bmurphy9/9/2013Remove
Global X MSCI Nigeria ETFNGEwas added by bmurphy9/9/2013
  was added by bmurphy9/9/2013
  was added by bmurphy9/9/2013
  was added by bmurphy9/9/2013
  was added by bmurphy9/9/2013
  was added by bmurphy9/9/2013
Global X Gold Explorers ETFGLDXwas added by bmurphy9/9/2013
Global X MSCI Greece ETFGREKwas added by bmurphy9/9/2013
Global X China Materials ETFCHIMwas added by bmurphy9/9/2013
Global X China Consumer ETFCHIQwas added by bmurphy9/9/2013
Global X China Financials ETFCHIXwas added by bmurphy9/9/2013
  was added by bmurphy9/9/2013
Global X Copper Miners ETFCOPXwas added by bmurphy9/9/2013
Global SuperDividend US ETFDIVwas added by bmurphy9/9/2013Remove
  was added by bmurphy9/9/2013
  was added by bmurphy9/9/2013
  was added by bmurphy9/9/2013
Global X Brazil Consumer ETFBRAQwas added by bmurphy9/9/2013
Global X Brazil Mid Cap ETFBRAZwas added by bmurphy9/9/2013
Global X China Energy ETFCHIEwas added by bmurphy9/9/2013
Global X China Industrials ETFCHIIwas added by bmurphy9/9/2013
US Cash / Money MarketUSCASHwas added by bmurphy9/9/2013Remove
Global X FTSE Andean 40 ETFANDwas added by bmurphy9/9/2013
Global X MSCI Argentina ETFARGTwas added by bmurphy9/9/2013
Global X Southeast Asia ETFASEAwas added by bmurphy9/9/2013
close help

Plan Transactions

This section details the different updates made to the plan over time, such as when new investment options become available, etc...
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
Follow Kivalia on Facebook Follow Kivalia on Twitter
Home Log In Investment Research About Us Blog Contact
©2013 Kivalia, Inc. Privacy PolicyTerms of Services & Disclaimer