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Bunker Hill - ETFs 2

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Plan was created by Ken Hong on 8/7/2012.
Number of Followers: 2


COMMENTS plan comments help
comment plan Ken Hong 12/21/2012 9:34:22 PM
Range of large established ETFs

comment plan 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.

comment 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 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 
iShares 1-3 Year Treasury Bond ETFSHYwas added by Ken Hong3/5/2013Remove
Consumer Discretionary Select Sector SPDR FundXLYwas removed by Ken Hong1/6/2013
Consumer Staples Select Sector SPDR FundXLPwas removed by Ken Hong1/6/2013
Energy Select Sector SPDR FundXLEwas removed by Ken Hong1/6/2013
Financial Select Sector SPDR FundXLFwas removed by Ken Hong1/6/2013
Health Care Select Sector SPDR FundXLVwas removed by Ken Hong1/6/2013
Industrial Select Sector SPDR FundXLIwas removed by Ken Hong1/6/2013
Materials Select Sector SPDR FundXLBwas removed by Ken Hong1/6/2013
Technology Select Sector SPDR FundXLKwas removed by Ken Hong1/6/2013
Vanguard Telecommunication Services ETFVOXwas removed by Ken Hong1/6/2013
Utilities Select Sector SPDR FundXLUwas removed by Ken Hong1/6/2013
PowerShares DB Commodity Index Tracking FundDBCwas removed by Ken Hong1/5/2013
PowerShares DB Agriculture FundDBAwas removed by Ken Hong1/5/2013
PowerShares DB Base Metals FundDBBwas removed by Ken Hong1/5/2013
PowerShares DB Oil FundDBOwas removed by Ken Hong1/5/2013
SPDR S&P Regional Banking ETFKREwas removed by Ken Hong1/5/2013
iShares 10-20 Year Treasury Bond ETFTLHwas added by Ken Hong1/5/2013Remove
iShares US Preferred Stock ETFPFFwas added by Ken Hong1/5/2013Remove
PowerShares DB Oil FundDBOwas added by Ken Hong1/5/2013
PowerShares DB Base Metals FundDBBwas added by Ken Hong1/5/2013
iShares Gold TrustIAUwas added by Ken Hong1/5/2013Remove
PowerShares DB Agriculture FundDBAwas added by Ken Hong1/5/2013
PowerShares DB Commodity Index Tracking FundDBCwas added by Ken Hong1/5/2013
Utilities Select Sector SPDR FundXLUwas added by Ken Hong1/5/2013
Vanguard Telecommunication Services ETFVOXwas added by Ken Hong1/5/2013
Technology Select Sector SPDR FundXLKwas added by Ken Hong1/5/2013
Materials Select Sector SPDR FundXLBwas added by Ken Hong1/5/2013
Industrial Select Sector SPDR FundXLIwas added by Ken Hong1/5/2013
Health Care Select Sector SPDR FundXLVwas added by Ken Hong1/5/2013
Financial Select Sector SPDR FundXLFwas added by Ken Hong1/5/2013
Energy Select Sector SPDR FundXLEwas added by Ken Hong1/5/2013
Consumer Staples Select Sector SPDR FundXLPwas added by Ken Hong1/5/2013
Consumer Discretionary Select Sector SPDR FundXLYwas added by Ken Hong1/5/2013
Vanguard Long-Term Corporate Bond ETFVCLTwas added by Ken Hong1/5/2013Remove
Vanguard Long-Term Bond ETFBLVwas added by Ken Hong1/5/2013Remove
Vanguard Total Bond Market ETFBNDwas added by Ken Hong1/5/2013Remove
Vanguard Mortgage-Backed Securities ETFVMBSwas added by Ken Hong1/5/2013Remove
Vanguard California Long-Term Tax-Exempt Fund Investor SharesVCITXwas added by Ken Hong1/5/2013Remove
Vanguard Intermediate-Term Corporate Bond ETFVCITwas added by Ken Hong1/5/2013Remove
Vanguard Intermediate-Term Bond ETFBIVwas added by Ken Hong1/5/2013Remove
Vanguard Short-Term Corporate Bond ETFVCSHwas added by Ken Hong1/5/2013Remove
Vanguard Short-Term Bond ETFBSVwas added by Ken Hong1/5/2013Remove
VanEck Vectors Intermediate Municipal ETFITMwas added by Ken Hong1/5/2013Remove
iShares iBoxx $ High Yield Corporate Bond ETFHYGwas added by Ken Hong1/5/2013Remove
Vanguard Long-Term Government Bond ETFVGLTwas added by Ken Hong1/5/2013Remove
Vanguard Extended Duration Treasury ETFEDVwas added by Ken Hong1/5/2013Remove
Vanguard Intermediate-Term Government Bond ETFVGITwas added by Ken Hong1/5/2013Remove
Vanguard Short-Term Government Bond ETFVGSHwas added by Ken Hong1/5/2013Remove
Vanguard FTSE Europe ETFVGKwas added by Ken Hong1/5/2013Remove
Vanguard Total World Stock ETFVTwas added by Ken Hong1/5/2013Remove
Vanguard FTSE All World ex-US Small-Cap ETFVSSwas added by Ken Hong1/5/2013Remove
Vanguard FTSE Developed Markets ETFVEAwas added by Ken Hong1/5/2013Remove
Vanguard FTSE All-World ex-US ETFVEUwas added by Ken Hong1/5/2013Remove
Vanguard Small-Cap Growth ETFVBKwas added by Ken Hong1/5/2013Remove
Vanguard Russell 2000 GrowthVTWGwas added by Ken Hong1/5/2013Remove
Vanguard Small-Cap ETFVBwas added by Ken Hong1/5/2013Remove
Vanguard S&P Small-Cap 600 ETFVIOOwas added by Ken Hong1/5/2013Remove
Vanguard Russell 2000VTWOwas added by Ken Hong1/5/2013Remove
Vanguard S&P Mid-Cap 400 Growth ETFIVOGwas added by Ken Hong1/5/2013Remove
Vanguard Mid-Cap Growth ETFVOTwas added by Ken Hong1/5/2013Remove
Vanguard Mid-Cap ETFVOwas added by Ken Hong1/5/2013Remove
Vanguard S&P Mid-Cap 400 ETFIVOOwas added by Ken Hong1/5/2013Remove
Vanguard Extended Market ETFVXFwas added by Ken Hong1/5/2013Remove
Vanguard S&P Mid-Cap 400 Value ETFIVOVwas added by Ken Hong1/5/2013Remove
Vanguard Mid-Cap Value ETFVOEwas added by Ken Hong1/5/2013Remove
Vanguard S&P 500 Growth ETFVOOGwas added by Ken Hong1/5/2013Remove
Vanguard Russell 1000 Growth ETFVONGwas added by Ken Hong1/5/2013Remove
Vanguard Mega Cap Growth ETFMGKwas added by Ken Hong1/5/2013Remove
Vanguard Growth ETFVUGwas added by Ken Hong1/5/2013Remove
Vanguard S&P 500 ETFVOOwas added by Ken Hong1/5/2013Remove
Vanguard Russell 3000VTHRwas added by Ken Hong1/5/2013Remove
Vanguard Russell 1000VONEwas added by Ken Hong1/5/2013Remove
Vanguard Mega Cap ETFMGCwas added by Ken Hong1/5/2013Remove
Vanguard Large-Cap ETFVVwas added by Ken Hong1/5/2013Remove
Vanguard Dividend Appreciation ETFVIGwas added by Ken Hong1/5/2013Remove
Vanguard Value ETFVTVwas added by Ken Hong1/5/2013Remove
Vanguard S&P 500 Value ETFVOOVwas added by Ken Hong1/5/2013Remove
Vanguard Mega Cap Value ETFMGVwas added by Ken Hong1/5/2013Remove
Vanguard High Dividend Yield ETFVYMwas added by Ken Hong1/5/2013Remove
iShares Cohen & Steers REIT ETFICFwas removed by Ken Hong1/5/2013
iShares MSCI ACWI ETFACWIwas removed by Ken Hong1/5/2013
iShares MSCI ACWI ex US ETFACWXwas removed by Ken Hong1/5/2013
iShares MSCI EAFE ETFEFAwas removed by Ken Hong1/5/2013
iShares MSCI EAFE Small-Cap ETFSCZwas removed by Ken Hong1/5/2013
iShares International Treasury Bond ETFIGOVwas removed by Ken Hong1/5/2013
iShares MSCI Emerging Markets ETFEEMwas removed by Ken Hong1/5/2013
iShares Core U.S. Aggregate Bond ETFAGGwas removed by Ken Hong1/5/2013
iShares Russell 1000 Value ETFIWDwas removed by Ken Hong1/5/2013
iShares Core S&P Mid-Cap ETFIJHwas removed by Ken Hong1/5/2013
iShares S&P Mid-Cap 400 Value ETFIJJwas removed by Ken Hong1/5/2013
iShares Russell 2000 ETFIWMwas removed by Ken Hong1/5/2013
iShares S&P Small-Cap 600 Growth ETFIJTwas removed by Ken Hong1/5/2013
iShares Core S&P Small-Cap ETFIJRwas removed by Ken Hong1/5/2013
iShares Russell 2000 Growth ETFIWOwas removed by Ken Hong1/5/2013
iShares U.S. Home Construction ETFITBwas removed by Ken Hong1/5/2013
Grenke AGGLJwas removed by Ken Hong1/5/2013
iShares iBoxx $ Investment Grade Corporate Bond ETFLQDwas removed by Ken Hong1/5/2013
iShares TIPS Bond ETFTIPwas removed by Ken Hong1/5/2013
iShares Short Treasury Bond ETFSHVwas removed by Ken Hong1/5/2013
iShares iBoxx $ High Yield Corporate Bond ETFHYGwas removed by Ken Hong1/5/2013Remove
iShares S&P Mid-Cap 400 Growth ETFIJKwas removed by Ken Hong1/5/2013
IONIS PHARMAC.144A DL-001ISIwas removed by Ken Hong1/5/2013
iShares Russell 3000 ETFIWVwas removed by Ken Hong1/5/2013
iShares Core S&P 500 ETFIVVwas removed by Ken Hong1/5/2013
iShares Russell 1000 ETFIWBwas removed by Ken Hong1/5/2013
iShares S&P 500 Growth ETFIVWwas removed by Ken Hong1/5/2013
iShares Russell 1000 Growth ETFIWFwas removed by Ken Hong1/5/2013
iShares National Muni Bond ETFMUBwas removed by Ken Hong1/5/2013
iShares S&P 500 Value ETFIVEwas removed by Ken Hong1/5/2013
iShares MSCI EAFE Value ETFEFVwas removed by Ken Hong1/5/2013
iShares Global Healthcare ETFIXJwas removed by Ken Hong1/5/2013
iShares MSCI Pacific ex Japan ETFEPPwas removed by Ken Hong1/5/2013
iShares MSCI BRIC ETFBKFwas removed by Ken Hong1/5/2013
iShares MSCI Australia ETFEWAwas removed by Ken Hong1/5/2013
iShares S&P Small-Cap 600 Value ETFIJSwas removed by Ken Hong12/26/2012
iShares Russell 2000 Value ETFIWNwas removed by Ken Hong12/26/2012
Guggenheim S&P Spin-Off ETFCSDwas added by Ken Hong12/26/2012Remove
Vanguard Russell 1000 ValueVONVwas added by Ken Hong12/26/2012Remove
Vanguard Russell 2000 ValueVTWVwas added by Ken Hong12/26/2012Remove
Vanguard Total International Stock ETFVXUSwas added by Ken Hong12/26/2012Remove
Vanguard Small-Cap Value ETFVBRwas added by Ken Hong12/26/2012Remove
iShares China Large-Cap ETFFXIwas removed by Ken Hong12/26/2012
Guggenheim S&P Spin-Off ETFCSDwas removed by Ken Hong12/21/2012Remove
Guggenheim S&P Spin-Off ETFCSDwas added by Ken Hong12/21/2012Remove
Guggenheim S&P Spin-Off ETFCSDwas removed by Ken Hong12/21/2012Remove
Aberdeen Select International Equity Fund Class ABJBIXwas removed by Ken Hong12/21/2012
Loomis Sayles Small Capital Value Fund Retail ClassLSCRXwas removed by Ken Hong12/21/2012
Scout International FundUMBWXwas removed by Ken Hong12/21/2012
Wells Fargo Advantage C&B Large Cap Value Fund Investor ClassCBEQXwas removed by Ken Hong12/21/2012
Guggenheim S&P Spin-Off ETFCSDwas added by Ken Hong12/21/2012Remove
Guggenheim S&P Spin-Off ETFCSDwas removed by Ken Hong12/21/2012Remove
iShares Global Tech ETFIXNwas removed by Ken Hong12/21/2012
iShares China Large-Cap ETFFXIwas added by Ken Hong12/21/2012
iShares MSCI Australia ETFEWAwas added by Ken Hong12/21/2012
iShares MSCI BRIC ETFBKFwas added by Ken Hong12/21/2012
iShares MSCI Pacific ex Japan ETFEPPwas added by Ken Hong12/21/2012
iShares Global Healthcare ETFIXJwas added by Ken Hong12/21/2012
iShares Global Tech ETFIXNwas added by Ken Hong12/21/2012
SPDR Gold SharesGLDwas added by Ken Hong12/21/2012Remove
SPDR S&P China ETFGXCwas added by Ken Hong12/21/2012Remove
Vanguard Total Stock Market ETFVTIwas added by Ken Hong12/21/2012Remove
SPDR S&P Dividend ETFSDYwas added by Ken Hong12/21/2012Remove
SPDR S&P 500 ETF TrustSPYwas added by Ken Hong12/21/2012Remove
Schwab U.S. TIPs ETFSCHPwas added by Ken Hong12/21/2012Remove
Schwab Intermediate-Term U.S. Treasury ETFSCHRwas added by Ken Hong12/21/2012Remove
Schwab Short-Term U.S. Treasury ETFSCHOwas added by Ken Hong12/21/2012Remove
Schwab U.S. Aggregate Bond ETFSCHZwas added by Ken Hong12/21/2012Remove
Schwab U.S. REIT ETFSCHHwas added by Ken Hong12/21/2012Remove
Schwab U.S. Mid-Cap ETFSCHMwas added by Ken Hong12/21/2012Remove
Schwab US Dividend Equity ETFSCHDwas added by Ken Hong12/21/2012Remove
Wells Fargo Advantage C&B Large Cap Value Fund Investor ClassCBEQXwas added by Ken Hong12/21/2012
Scout International FundUMBWXwas added by Ken Hong12/21/2012
Loomis Sayles Small Capital Value Fund Retail ClassLSCRXwas added by Ken Hong12/21/2012
Aberdeen Select International Equity Fund Class ABJBIXwas added by Ken Hong12/21/2012
iShares MSCI EAFE Value ETFEFVwas added by Ken Hong8/13/2012
Grenke AGGLJwas added by Ken Hong8/13/2012
SPDR S&P Regional Banking ETFKREwas added by Ken Hong8/13/2012
SPDR Barclays High Yield Bond ETFJNKwas added by Ken Hong8/13/2012Remove
iShares U.S. Home Construction ETFITBwas added by Ken Hong8/13/2012
Guggenheim S&P Spin-Off ETFCSDwas added by Ken Hong8/13/2012Remove
iShares iBoxx $ Investment Grade Corporate Bond ETFLQDwas added by Ken Hong8/13/2012
iShares TIPS Bond ETFTIPwas added by Ken Hong8/7/2012
iShares Short Treasury Bond ETFSHVwas added by Ken Hong8/7/2012
iShares iBoxx $ High Yield Corporate Bond ETFHYGwas added by Ken Hong8/7/2012Remove
iShares National Muni Bond ETFMUBwas added by Ken Hong8/7/2012
iShares Russell 2000 Value ETFIWNwas added by Ken Hong8/7/2012
iShares Cohen & Steers REIT ETFICFwas added by Ken Hong8/7/2012
iShares MSCI ACWI ETFACWIwas added by Ken Hong8/7/2012
iShares MSCI ACWI ex US ETFACWXwas added by Ken Hong8/7/2012
iShares MSCI EAFE ETFEFAwas added by Ken Hong8/7/2012
iShares MSCI EAFE Small-Cap ETFSCZwas added by Ken Hong8/7/2012
iShares MSCI Emerging Markets ETFEEMwas added by Ken Hong8/7/2012
iShares Core U.S. Aggregate Bond ETFAGGwas added by Ken Hong8/7/2012
iShares International Treasury Bond ETFIGOVwas added by Ken Hong8/7/2012
iShares Russell 1000 Value ETFIWDwas added by Ken Hong8/7/2012
iShares Core S&P Mid-Cap ETFIJHwas added by Ken Hong8/7/2012
iShares S&P Mid-Cap 400 Growth ETFIJKwas added by Ken Hong8/7/2012
iShares S&P Mid-Cap 400 Value ETFIJJwas added by Ken Hong8/7/2012
iShares Core S&P Small-Cap ETFIJRwas added by Ken Hong8/7/2012
iShares Russell 2000 ETFIWMwas added by Ken Hong8/7/2012
iShares S&P Small-Cap 600 Growth ETFIJTwas added by Ken Hong8/7/2012
iShares Russell 2000 Growth ETFIWOwas added by Ken Hong8/7/2012
iShares S&P Small-Cap 600 Value ETFIJSwas added by Ken Hong8/7/2012
Schwab International Equity ETFSCHFwas added by Ken Hong8/7/2012Remove
Schwab International Small-Cap Equity ETFSCHCwas added by Ken Hong8/7/2012Remove
Schwab Emerging Markets Equity ETFSCHEwas added by Ken Hong8/7/2012Remove
IONIS PHARMAC.144A DL-001ISIwas added by Ken Hong8/7/2012
iShares Russell 3000 ETFIWVwas added by Ken Hong8/7/2012
iShares Core S&P 500 ETFIVVwas added by Ken Hong8/7/2012
iShares Russell 1000 ETFIWBwas added by Ken Hong8/7/2012
iShares S&P 500 Growth ETFIVWwas added by Ken Hong8/7/2012
iShares Russell 1000 Growth ETFIWFwas added by Ken Hong8/7/2012
iShares S&P 500 Value ETFIVEwas added by Ken Hong8/7/2012
Schwab US Broad Market ETFSCHBwas added by Ken Hong8/7/2012Remove
Schwab US Large-Cap ETFSCHXwas added by Ken Hong8/7/2012Remove
Schwab US Small-Cap ETFSCHAwas added by Ken Hong8/7/2012Remove
Schwab U.S. Large-Cap Growth ETFSCHGwas added by Ken Hong8/7/2012Remove
Schwab U.S. Large-Cap Value ETFSCHVwas added by Ken Hong8/7/2012Remove
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