Underwood - ETFs 2

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PLAN FUNDS

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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.

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Name	Ticker	Rating	Best Fit Category	Risk (%)	Fees
U.S. Equities - Blend
Vanguard Dividend Appreciation ETF	VIG	C	U.S. All Cap	13	0.1%
Vanguard Total World Stock ETF	VT	C	U.S. All Cap	14	0.18%
Vanguard S&P 500 ETF	VOO	C	U.S. Large Cap	15	0.05%
SPDR S&P 500 ETF Trust	SPY	C	U.S. Large Cap	15	0.09%
Vanguard Large-Cap ETF	VV	C	U.S. Large Cap	15	0.09%
Schwab US Large-Cap ETF	SCHX	C	U.S. Large Cap	15	0.04%
Vanguard Russell 3000	VTHR	C	U.S. All Cap	15	0%
Schwab US Broad Market ETF	SCHB	C	U.S. All Cap	15	0.06%
Vanguard Russell 1000	VONE	C	U.S. Large Cap	15	0%
Vanguard Mega Cap ETF	MGC	C-	U.S. Mega Cap	15	0.11%
Vanguard Mid-Cap ETF	VO	C+	U.S. Mid Cap	16	0.09%
Schwab U.S. Mid-Cap ETF	SCHM	D+	U.S. Mid Cap	18	0.07%
Vanguard S&P Mid-Cap 400 Growth ETF	IVOG	F+	U.S. Mid Cap	18	0.2%
Vanguard Small-Cap ETF	VB	B+	U.S. Small Cap	19	0.09%
Schwab US Small-Cap ETF	SCHA	B+	U.S. Small Cap	21	0.09%
SPDR Barclays High Yield Bond ETF	JNK	C	U.S. All Cap	5	0.4%
iShares iBoxx $ High Yield Corporate Bond ETF	HYG	C	U.S. All Cap	5	0.5%
Vanguard Russell 2000	VTWO	F+	U.S. Small Cap	56	0%
iShares US Preferred Stock ETF	PFF	B	U.S. All Cap	7	0.47%
U.S. Equities - Growth
Vanguard Mid-Cap Growth ETF	VOT	B-	U.S. Mid Cap - Growth	19	0.09%
Vanguard S&P 500 Growth ETF	VOOG	B--	U.S. Mega Cap - Growth	19	0.15%
Vanguard Growth ETF	VUG	C--	U.S. Large Cap - Growth	20	0.09%
Vanguard Extended Market ETF	VXF	A--	U.S. Small Cap - Growth	20	0.1%
Schwab U.S. Large-Cap Growth ETF	SCHG	C--	U.S. Large Cap - Growth	21	0.07%
Vanguard Mega Cap Growth ETF	MGK	C--	U.S. Mega Cap - Growth	21	0.11%
Vanguard Small-Cap Growth ETF	VBK	B--	U.S. Small Cap - Growth	21	0.09%
Vanguard Russell 2000 Growth	VTWG	C--	U.S. Small Cap - Growth	23	0%
Vanguard Russell 1000 Growth ETF	VONG	F--	U.S. All Cap - Growth	78	0%
U.S. Equities - Value
Vanguard Mega Cap Value ETF	MGV	C++	U.S. Mega Cap - Value	14	0.11%
Vanguard Value ETF	VTV	C++	U.S. Mega Cap - Value	15	0.09%
Vanguard High Dividend Yield ETF	VYM	C++	U.S. Mega Cap - Value	15	0.1%
Vanguard S&P 500 Value ETF	VOOV	C++	U.S. Large Cap - Value	15	0.15%
Schwab US Dividend Equity ETF	SCHD	B++	U.S. All Cap - Value	17	0.07%
SPDR S&P Dividend ETF	SDY	F++	U.S. All Cap - Value	18	0.35%
Vanguard Mid-Cap Value ETF	VOE	C++	U.S. Mid Cap - Value	18	0.09%
Vanguard S&P Mid-Cap 400 ETF	IVOO	D++	U.S. Mid Cap - Value	19	0.15%
Vanguard S&P Mid-Cap 400 Value ETF	IVOV	C++	U.S. Mid Cap - Value	22	0.2%
Vanguard Small-Cap Value ETF	VBR	B++	U.S. Small Cap - Value	22	0.09%
Vanguard S&P Small-Cap 600 ETF	VIOO	B++	U.S. Small Cap - Value	23	0.15%
Vanguard Russell 2000 Value	VTWV	C++	U.S. Small Cap - Value	26	0%
Specialty
SPDR Gold Shares	GLD	D--	Gold	17	0.4%
iShares Gold Trust	IAU	C--	Gold	17	0.25%
Schwab U.S. REIT ETF	SCHH	B++	U.S. Real Estate	18	0.07%
Global & Intl. Equity
Vanguard FTSE All-World ex-US ETF	VEU	A-	International Large Cap	15	0.15%
Schwab International Equity ETF	SCHF	B-	International Large Cap	15	0.09%
Vanguard FTSE Developed Markets ETF	VEA	A-	International Large Cap	15	0.09%
Vanguard Total International Stock ETF	VXUS	A-	International Large Cap	15	0%
Vanguard FTSE All World ex-US Small-Cap ETF	VSS	C++	International Small Cap	15	0.2%
Schwab International Small-Cap Equity ETF	SCHC	D++	International Small Cap	15	0.21%
Vanguard FTSE Europe ETF	VGK	C+	Europe	17	0.12%
Schwab Emerging Markets Equity ETF	SCHE	D	Emerging Markets	18	0.15%
SPDR S&P China ETF	GXC	F	Emerging Markets	24	0.59%
Vanguard Russell 1000 Value	VONV	F	International Large Cap - Value	53	0%
Bonds
US Cash / Money Market	USCASH	C	U.S. Cash / Money Market	0	0%
iShares 1-3 Year Treasury Bond ETF	SHY	C	U.S. Treasury - Short	0	0.15%
Schwab Short-Term U.S. Treasury ETF	SCHO	C	U.S. Treasury - Short	0	0.08%
Vanguard Short-Term Government Bond ETF	VGSH	C	U.S. Treasury - Short	1	0%
Vanguard Short-Term Bond ETF	BSV	C-	U.S. Treasury - Short / Intermediate	1	0.1%
Vanguard Short-Term Corporate Bond ETF	VCSH	B-	U.S. Treasury - Short / Intermediate	1	0%
Vanguard Mortgage-Backed Securities ETF	VMBS	C	Bond - U.S. Mortgages	2	0%
Vanguard California Long-Term Tax-Exempt Fund Investor Shares	VCITX	C+	Bond - U.S. Municipals	2	0.2%
Vanguard Long-Term Bond ETF	BLV	A--	U.S. Treasury - Intermediate / Long	10	0.1%
Vanguard Long-Term Government Bond ETF	VGLT	C--	U.S. Treasury - Long	12	0%
Vanguard Extended Duration Treasury ETF	EDV	C--	U.S. Treasury - Long	17	0.12%
VanEck Vectors Intermediate Municipal ETF	ITM	C+	Bond - U.S. Municipals	2	0.24%
Schwab Intermediate-Term U.S. Treasury ETF	SCHR	C-	U.S. Treasury - Short / Intermediate	2	0.1%
Vanguard Intermediate-Term Government Bond ETF	VGIT	C-	U.S. Treasury - Short / Intermediate	2	0%
Schwab U.S. Aggregate Bond ETF	SCHZ	C-	Bond - Multi Sector	3	0.08%
Vanguard Total Bond Market ETF	BND	C-	Bond - Multi Sector	3	0.08%
Vanguard Intermediate-Term Bond ETF	BIV	B-	U.S. Treasury - Short / Intermediate	4	0.1%
Vanguard Intermediate-Term Corporate Bond ETF	VCIT	C	Bond - U.S. Corporate	4	0%
Schwab U.S. TIPs ETF	SCHP	C+	U.S. Treasury - TIPS	4	0.12%
iShares 10-20 Year Treasury Bond ETF	TLH	C--	U.S. Treasury - Intermediate / Long	9	0.15%
Vanguard Long-Term Corporate Bond ETF	VCLT	C	Bond - U.S. Corporate	10	0%

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