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Bunker Hill - ETFs 2
Portfolios
Funds Ratings
Plan Information
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Plan was created by
Ken Hong on 8/7/2012
.
Number of Followers:
2
COMMENTS
help
Ken Hong
12/21/2012 9:34:22 PM
Range of large established ETFs
Ken Hong
12/26/2012 3:48:37 PM
Removed IJS and IWN and replaced with more cost effect Vanguard funds. Removed FXI which is not as good as GXC which is already in plan.
Ken Hong
3/5/2013 12:33:03 PM
Removed most iShares ETFs in favor of similar lower cost ETFs
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TRANSACTIONS
help
The investment options available to you through the plan have changed? Add or remove any here and get up-to-date advice:
Name
Ticker
Action
Date
iShares 1-3 Year Treasury Bond ETF
SHY
was added by Ken Hong
3/5/2013
Remove
Consumer Discretionary Select Sector SPDR Fund
XLY
was removed by Ken Hong
1/6/2013
Consumer Staples Select Sector SPDR Fund
XLP
was removed by Ken Hong
1/6/2013
Energy Select Sector SPDR Fund
XLE
was removed by Ken Hong
1/6/2013
Financial Select Sector SPDR Fund
XLF
was removed by Ken Hong
1/6/2013
Health Care Select Sector SPDR Fund
XLV
was removed by Ken Hong
1/6/2013
Industrial Select Sector SPDR Fund
XLI
was removed by Ken Hong
1/6/2013
Materials Select Sector SPDR Fund
XLB
was removed by Ken Hong
1/6/2013
Technology Select Sector SPDR Fund
XLK
was removed by Ken Hong
1/6/2013
Vanguard Telecommunication Services ETF
VOX
was removed by Ken Hong
1/6/2013
Utilities Select Sector SPDR Fund
XLU
was removed by Ken Hong
1/6/2013
PowerShares DB Commodity Index Tracking Fund
DBC
was removed by Ken Hong
1/5/2013
PowerShares DB Agriculture Fund
DBA
was removed by Ken Hong
1/5/2013
PowerShares DB Base Metals Fund
DBB
was removed by Ken Hong
1/5/2013
PowerShares DB Oil Fund
DBO
was removed by Ken Hong
1/5/2013
SPDR S&P Regional Banking ETF
KRE
was removed by Ken Hong
1/5/2013
iShares 10-20 Year Treasury Bond ETF
TLH
was added by Ken Hong
1/5/2013
Remove
iShares US Preferred Stock ETF
PFF
was added by Ken Hong
1/5/2013
Remove
PowerShares DB Oil Fund
DBO
was added by Ken Hong
1/5/2013
PowerShares DB Base Metals Fund
DBB
was added by Ken Hong
1/5/2013
iShares Gold Trust
IAU
was added by Ken Hong
1/5/2013
Remove
PowerShares DB Agriculture Fund
DBA
was added by Ken Hong
1/5/2013
PowerShares DB Commodity Index Tracking Fund
DBC
was added by Ken Hong
1/5/2013
Utilities Select Sector SPDR Fund
XLU
was added by Ken Hong
1/5/2013
Vanguard Telecommunication Services ETF
VOX
was added by Ken Hong
1/5/2013
Technology Select Sector SPDR Fund
XLK
was added by Ken Hong
1/5/2013
Materials Select Sector SPDR Fund
XLB
was added by Ken Hong
1/5/2013
Industrial Select Sector SPDR Fund
XLI
was added by Ken Hong
1/5/2013
Health Care Select Sector SPDR Fund
XLV
was added by Ken Hong
1/5/2013
Financial Select Sector SPDR Fund
XLF
was added by Ken Hong
1/5/2013
Energy Select Sector SPDR Fund
XLE
was added by Ken Hong
1/5/2013
Consumer Staples Select Sector SPDR Fund
XLP
was added by Ken Hong
1/5/2013
Consumer Discretionary Select Sector SPDR Fund
XLY
was added by Ken Hong
1/5/2013
Vanguard Long-Term Corporate Bond ETF
VCLT
was added by Ken Hong
1/5/2013
Remove
Vanguard Long-Term Bond ETF
BLV
was added by Ken Hong
1/5/2013
Remove
Vanguard Total Bond Market ETF
BND
was added by Ken Hong
1/5/2013
Remove
Vanguard Mortgage-Backed Securities ETF
VMBS
was added by Ken Hong
1/5/2013
Remove
Vanguard California Long-Term Tax-Exempt Fund Investor Shares
VCITX
was added by Ken Hong
1/5/2013
Remove
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
was added by Ken Hong
1/5/2013
Remove
Vanguard Intermediate-Term Bond ETF
BIV
was added by Ken Hong
1/5/2013
Remove
Vanguard Short-Term Corporate Bond ETF
VCSH
was added by Ken Hong
1/5/2013
Remove
Vanguard Short-Term Bond ETF
BSV
was added by Ken Hong
1/5/2013
Remove
VanEck Vectors Intermediate Municipal ETF
ITM
was added by Ken Hong
1/5/2013
Remove
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
was added by Ken Hong
1/5/2013
Remove
Vanguard Long-Term Government Bond ETF
VGLT
was added by Ken Hong
1/5/2013
Remove
Vanguard Extended Duration Treasury ETF
EDV
was added by Ken Hong
1/5/2013
Remove
Vanguard Intermediate-Term Government Bond ETF
VGIT
was added by Ken Hong
1/5/2013
Remove
Vanguard Short-Term Government Bond ETF
VGSH
was added by Ken Hong
1/5/2013
Remove
Vanguard FTSE Europe ETF
VGK
was added by Ken Hong
1/5/2013
Remove
Vanguard Total World Stock ETF
VT
was added by Ken Hong
1/5/2013
Remove
Vanguard FTSE All World ex-US Small-Cap ETF
VSS
was added by Ken Hong
1/5/2013
Remove
Vanguard FTSE Developed Markets ETF
VEA
was added by Ken Hong
1/5/2013
Remove
Vanguard FTSE All-World ex-US ETF
VEU
was added by Ken Hong
1/5/2013
Remove
Vanguard Small-Cap Growth ETF
VBK
was added by Ken Hong
1/5/2013
Remove
Vanguard Russell 2000 Growth
VTWG
was added by Ken Hong
1/5/2013
Remove
Vanguard Small-Cap ETF
VB
was added by Ken Hong
1/5/2013
Remove
Vanguard S&P Small-Cap 600 ETF
VIOO
was added by Ken Hong
1/5/2013
Remove
Vanguard Russell 2000
VTWO
was added by Ken Hong
1/5/2013
Remove
Vanguard S&P Mid-Cap 400 Growth ETF
IVOG
was added by Ken Hong
1/5/2013
Remove
Vanguard Mid-Cap Growth ETF
VOT
was added by Ken Hong
1/5/2013
Remove
Vanguard Mid-Cap ETF
VO
was added by Ken Hong
1/5/2013
Remove
Vanguard S&P Mid-Cap 400 ETF
IVOO
was added by Ken Hong
1/5/2013
Remove
Vanguard Extended Market ETF
VXF
was added by Ken Hong
1/5/2013
Remove
Vanguard S&P Mid-Cap 400 Value ETF
IVOV
was added by Ken Hong
1/5/2013
Remove
Vanguard Mid-Cap Value ETF
VOE
was added by Ken Hong
1/5/2013
Remove
Vanguard S&P 500 Growth ETF
VOOG
was added by Ken Hong
1/5/2013
Remove
Vanguard Russell 1000 Growth ETF
VONG
was added by Ken Hong
1/5/2013
Remove
Vanguard Mega Cap Growth ETF
MGK
was added by Ken Hong
1/5/2013
Remove
Vanguard Growth ETF
VUG
was added by Ken Hong
1/5/2013
Remove
Vanguard S&P 500 ETF
VOO
was added by Ken Hong
1/5/2013
Remove
Vanguard Russell 3000
VTHR
was added by Ken Hong
1/5/2013
Remove
Vanguard Russell 1000
VONE
was added by Ken Hong
1/5/2013
Remove
Vanguard Mega Cap ETF
MGC
was added by Ken Hong
1/5/2013
Remove
Vanguard Large-Cap ETF
VV
was added by Ken Hong
1/5/2013
Remove
Vanguard Dividend Appreciation ETF
VIG
was added by Ken Hong
1/5/2013
Remove
Vanguard Value ETF
VTV
was added by Ken Hong
1/5/2013
Remove
Vanguard S&P 500 Value ETF
VOOV
was added by Ken Hong
1/5/2013
Remove
Vanguard Mega Cap Value ETF
MGV
was added by Ken Hong
1/5/2013
Remove
Vanguard High Dividend Yield ETF
VYM
was added by Ken Hong
1/5/2013
Remove
iShares Cohen & Steers REIT ETF
ICF
was removed by Ken Hong
1/5/2013
iShares MSCI ACWI ETF
ACWI
was removed by Ken Hong
1/5/2013
iShares MSCI ACWI ex US ETF
ACWX
was removed by Ken Hong
1/5/2013
iShares MSCI EAFE ETF
EFA
was removed by Ken Hong
1/5/2013
iShares MSCI EAFE Small-Cap ETF
SCZ
was removed by Ken Hong
1/5/2013
iShares International Treasury Bond ETF
IGOV
was removed by Ken Hong
1/5/2013
iShares MSCI Emerging Markets ETF
EEM
was removed by Ken Hong
1/5/2013
iShares Core U.S. Aggregate Bond ETF
AGG
was removed by Ken Hong
1/5/2013
iShares Russell 1000 Value ETF
IWD
was removed by Ken Hong
1/5/2013
iShares Core S&P Mid-Cap ETF
IJH
was removed by Ken Hong
1/5/2013
iShares S&P Mid-Cap 400 Value ETF
IJJ
was removed by Ken Hong
1/5/2013
iShares Russell 2000 ETF
IWM
was removed by Ken Hong
1/5/2013
iShares S&P Small-Cap 600 Growth ETF
IJT
was removed by Ken Hong
1/5/2013
iShares Core S&P Small-Cap ETF
IJR
was removed by Ken Hong
1/5/2013
iShares Russell 2000 Growth ETF
IWO
was removed by Ken Hong
1/5/2013
iShares U.S. Home Construction ETF
ITB
was removed by Ken Hong
1/5/2013
Grenke AG
GLJ
was removed by Ken Hong
1/5/2013
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
was removed by Ken Hong
1/5/2013
iShares TIPS Bond ETF
TIP
was removed by Ken Hong
1/5/2013
iShares Short Treasury Bond ETF
SHV
was removed by Ken Hong
1/5/2013
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
was removed by Ken Hong
1/5/2013
Remove
iShares S&P Mid-Cap 400 Growth ETF
IJK
was removed by Ken Hong
1/5/2013
IONIS PHARMAC.144A DL-001
ISI
was removed by Ken Hong
1/5/2013
iShares Russell 3000 ETF
IWV
was removed by Ken Hong
1/5/2013
iShares Core S&P 500 ETF
IVV
was removed by Ken Hong
1/5/2013
iShares Russell 1000 ETF
IWB
was removed by Ken Hong
1/5/2013
iShares S&P 500 Growth ETF
IVW
was removed by Ken Hong
1/5/2013
iShares Russell 1000 Growth ETF
IWF
was removed by Ken Hong
1/5/2013
iShares National Muni Bond ETF
MUB
was removed by Ken Hong
1/5/2013
iShares S&P 500 Value ETF
IVE
was removed by Ken Hong
1/5/2013
iShares MSCI EAFE Value ETF
EFV
was removed by Ken Hong
1/5/2013
iShares Global Healthcare ETF
IXJ
was removed by Ken Hong
1/5/2013
iShares MSCI Pacific ex Japan ETF
EPP
was removed by Ken Hong
1/5/2013
iShares MSCI BRIC ETF
BKF
was removed by Ken Hong
1/5/2013
iShares MSCI Australia ETF
EWA
was removed by Ken Hong
1/5/2013
iShares S&P Small-Cap 600 Value ETF
IJS
was removed by Ken Hong
12/26/2012
iShares Russell 2000 Value ETF
IWN
was removed by Ken Hong
12/26/2012
Guggenheim S&P Spin-Off ETF
CSD
was added by Ken Hong
12/26/2012
Remove
Vanguard Russell 1000 Value
VONV
was added by Ken Hong
12/26/2012
Remove
Vanguard Russell 2000 Value
VTWV
was added by Ken Hong
12/26/2012
Remove
Vanguard Total International Stock ETF
VXUS
was added by Ken Hong
12/26/2012
Remove
Vanguard Small-Cap Value ETF
VBR
was added by Ken Hong
12/26/2012
Remove
iShares China Large-Cap ETF
FXI
was removed by Ken Hong
12/26/2012
Guggenheim S&P Spin-Off ETF
CSD
was removed by Ken Hong
12/21/2012
Remove
Guggenheim S&P Spin-Off ETF
CSD
was added by Ken Hong
12/21/2012
Remove
Guggenheim S&P Spin-Off ETF
CSD
was removed by Ken Hong
12/21/2012
Remove
Aberdeen Select International Equity Fund Class A
BJBIX
was removed by Ken Hong
12/21/2012
Loomis Sayles Small Capital Value Fund Retail Class
LSCRX
was removed by Ken Hong
12/21/2012
Scout International Fund
UMBWX
was removed by Ken Hong
12/21/2012
Wells Fargo Advantage C&B Large Cap Value Fund Investor Class
CBEQX
was removed by Ken Hong
12/21/2012
Guggenheim S&P Spin-Off ETF
CSD
was added by Ken Hong
12/21/2012
Remove
Guggenheim S&P Spin-Off ETF
CSD
was removed by Ken Hong
12/21/2012
Remove
iShares Global Tech ETF
IXN
was removed by Ken Hong
12/21/2012
iShares China Large-Cap ETF
FXI
was added by Ken Hong
12/21/2012
iShares MSCI Australia ETF
EWA
was added by Ken Hong
12/21/2012
iShares MSCI BRIC ETF
BKF
was added by Ken Hong
12/21/2012
iShares MSCI Pacific ex Japan ETF
EPP
was added by Ken Hong
12/21/2012
iShares Global Healthcare ETF
IXJ
was added by Ken Hong
12/21/2012
iShares Global Tech ETF
IXN
was added by Ken Hong
12/21/2012
SPDR Gold Shares
GLD
was added by Ken Hong
12/21/2012
Remove
SPDR S&P China ETF
GXC
was added by Ken Hong
12/21/2012
Remove
Vanguard Total Stock Market ETF
VTI
was added by Ken Hong
12/21/2012
Remove
SPDR S&P Dividend ETF
SDY
was added by Ken Hong
12/21/2012
Remove
SPDR S&P 500 ETF Trust
SPY
was added by Ken Hong
12/21/2012
Remove
Schwab U.S. TIPs ETF
SCHP
was added by Ken Hong
12/21/2012
Remove
Schwab Intermediate-Term U.S. Treasury ETF
SCHR
was added by Ken Hong
12/21/2012
Remove
Schwab Short-Term U.S. Treasury ETF
SCHO
was added by Ken Hong
12/21/2012
Remove
Schwab U.S. Aggregate Bond ETF
SCHZ
was added by Ken Hong
12/21/2012
Remove
Schwab U.S. REIT ETF
SCHH
was added by Ken Hong
12/21/2012
Remove
Schwab U.S. Mid-Cap ETF
SCHM
was added by Ken Hong
12/21/2012
Remove
Schwab US Dividend Equity ETF
SCHD
was added by Ken Hong
12/21/2012
Remove
Wells Fargo Advantage C&B Large Cap Value Fund Investor Class
CBEQX
was added by Ken Hong
12/21/2012
Scout International Fund
UMBWX
was added by Ken Hong
12/21/2012
Loomis Sayles Small Capital Value Fund Retail Class
LSCRX
was added by Ken Hong
12/21/2012
Aberdeen Select International Equity Fund Class A
BJBIX
was added by Ken Hong
12/21/2012
iShares MSCI EAFE Value ETF
EFV
was added by Ken Hong
8/13/2012
Grenke AG
GLJ
was added by Ken Hong
8/13/2012
SPDR S&P Regional Banking ETF
KRE
was added by Ken Hong
8/13/2012
SPDR Barclays High Yield Bond ETF
JNK
was added by Ken Hong
8/13/2012
Remove
iShares U.S. Home Construction ETF
ITB
was added by Ken Hong
8/13/2012
Guggenheim S&P Spin-Off ETF
CSD
was added by Ken Hong
8/13/2012
Remove
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
was added by Ken Hong
8/13/2012
iShares TIPS Bond ETF
TIP
was added by Ken Hong
8/7/2012
iShares Short Treasury Bond ETF
SHV
was added by Ken Hong
8/7/2012
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
was added by Ken Hong
8/7/2012
Remove
iShares National Muni Bond ETF
MUB
was added by Ken Hong
8/7/2012
iShares Russell 2000 Value ETF
IWN
was added by Ken Hong
8/7/2012
iShares Cohen & Steers REIT ETF
ICF
was added by Ken Hong
8/7/2012
iShares MSCI ACWI ETF
ACWI
was added by Ken Hong
8/7/2012
iShares MSCI ACWI ex US ETF
ACWX
was added by Ken Hong
8/7/2012
iShares MSCI EAFE ETF
EFA
was added by Ken Hong
8/7/2012
iShares MSCI EAFE Small-Cap ETF
SCZ
was added by Ken Hong
8/7/2012
iShares MSCI Emerging Markets ETF
EEM
was added by Ken Hong
8/7/2012
iShares Core U.S. Aggregate Bond ETF
AGG
was added by Ken Hong
8/7/2012
iShares International Treasury Bond ETF
IGOV
was added by Ken Hong
8/7/2012
iShares Russell 1000 Value ETF
IWD
was added by Ken Hong
8/7/2012
iShares Core S&P Mid-Cap ETF
IJH
was added by Ken Hong
8/7/2012
iShares S&P Mid-Cap 400 Growth ETF
IJK
was added by Ken Hong
8/7/2012
iShares S&P Mid-Cap 400 Value ETF
IJJ
was added by Ken Hong
8/7/2012
iShares Core S&P Small-Cap ETF
IJR
was added by Ken Hong
8/7/2012
iShares Russell 2000 ETF
IWM
was added by Ken Hong
8/7/2012
iShares S&P Small-Cap 600 Growth ETF
IJT
was added by Ken Hong
8/7/2012
iShares Russell 2000 Growth ETF
IWO
was added by Ken Hong
8/7/2012
iShares S&P Small-Cap 600 Value ETF
IJS
was added by Ken Hong
8/7/2012
Schwab International Equity ETF
SCHF
was added by Ken Hong
8/7/2012
Remove
Schwab International Small-Cap Equity ETF
SCHC
was added by Ken Hong
8/7/2012
Remove
Schwab Emerging Markets Equity ETF
SCHE
was added by Ken Hong
8/7/2012
Remove
IONIS PHARMAC.144A DL-001
ISI
was added by Ken Hong
8/7/2012
iShares Russell 3000 ETF
IWV
was added by Ken Hong
8/7/2012
iShares Core S&P 500 ETF
IVV
was added by Ken Hong
8/7/2012
iShares Russell 1000 ETF
IWB
was added by Ken Hong
8/7/2012
iShares S&P 500 Growth ETF
IVW
was added by Ken Hong
8/7/2012
iShares Russell 1000 Growth ETF
IWF
was added by Ken Hong
8/7/2012
iShares S&P 500 Value ETF
IVE
was added by Ken Hong
8/7/2012
Schwab US Broad Market ETF
SCHB
was added by Ken Hong
8/7/2012
Remove
Schwab US Large-Cap ETF
SCHX
was added by Ken Hong
8/7/2012
Remove
Schwab US Small-Cap ETF
SCHA
was added by Ken Hong
8/7/2012
Remove
Schwab U.S. Large-Cap Growth ETF
SCHG
was added by Ken Hong
8/7/2012
Remove
Schwab U.S. Large-Cap Value ETF
SCHV
was added by Ken Hong
8/7/2012
Remove
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