| A | B | C | D | E | F | G | H | I | K | L | M | N | O | P | Q | R | S | T | U | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
1 | Created by John DiFini | |||||||||||||||||||
2 | ||||||||||||||||||||
3 | ||||||||||||||||||||
4 | ||||||||||||||||||||
5 | Description: | This sheet ranks ETFs & mutual funds based on Morningstar & Lipper rankings. This is not an offer to sell or a solicitation of any offer to buy any securities. | ||||||||||||||||||
6 | ||||||||||||||||||||
7 | 1st Category | 2nd Category | 3rd Category | 1st Tag | 2nd Tag | Asset Name & Morningstar Link | Ticker | Score | Net Exp | Tax Cost | Std Dev | Morning- star Rating | Other Rating | Other Rating Scaled | Wt Avg | Load Type | Mutual Fund Penalty | Last Updated | Dupe? | Notes |
8 | Domestic Eq | Large | Blend | S&P 500 | VOO: Vanguard S&P 500 ETF | VOO | 4.42 | 0.03 | 0 | 17 | 5 | 7.3 | 3.7 | 4.42 | 0 | 2025-Feb-16 | FALSE | #10inLarge Blend | ||
9 | Domestic Bond | Short | High | CMBS: iShares CMBS ETF | CMBS | 4.40 | 0.25 | 1 | 6 | 5 | 7.2 | 3.6 | 4.40 | 0 | 2025-Feb-13 | FALSE | #3inIntermediate Core Bond | |||
10 | Domestic Eq | Large | Blend | S&P 500 | IVV: iShares Core S&P 500 ETF | IVV | 4.38 | 0.03 | 1 | 18 | 5 | 7.1 | 3.6 | 4.38 | 0 | 2023-Nov-11 | FALSE | |||
11 | Domestic Eq | Large | Blend | Russell Top 200 | IWL: iShares Russell Top 200 | IWL | 4.34 | 0.15 | 0 | 18 | 5 | 6.9 | 3.5 | 4.34 | 0 | 2023-Nov-11 | FALSE | |||
12 | Domestic Eq | Large | Blend | Mega Cap | MGC: Vanguard Mega Cap ETF | MGC | 4.34 | 0.07 | 0 | 18 | 5 | 6.9 | 3.5 | 4.34 | 0 | 2023-Nov-10 | FALSE | |||
13 | Int Eq | Large | Blend | Currency Neutral | HFXI: IQ FTSE International Eq Ccy Netrl ETF | HFXI | 4.29 | 0.20 | 1 | 14 | 5 | 6.7 | 3.4 | 4.29 | 0 | 2025-Jan-02 | FALSE | #2inForeign Large Blend | ||
14 | Domestic Eq | Large | Blend | Healthcare | XLV: Health Care Select Sector SPDR Fund | XLV | 4.25 | 0.08 | 1 | 14 | 5 | 6.5 | 3.3 | 4.25 | 0 | 2025-Feb-13 | FALSE | #3inHealth | ||
15 | Domestic Bond | Intermediate | Mid | Tax-Exempt | High Yield | VWAHX: Vanguard High-Yield Tax-Exempt Fund | VWAHX | 4.19 | 0.17 | 0 | 9 | 5 | 8.4 | 4.2 | 4.66 | no load | 0.1 | 2025-Apr-15 | FALSE | #3inMuni National Long |
16 | Domestic Eq | Large | Growth | Technology | XLK: Technology Select Sector SPDR® ETF | XLK | 4.19 | 0.08 | 0 | 23 | 5 | 6.2 | 3.1 | 4.19 | 0 | 2025-Feb-14 | FALSE | #1inTechnology | ||
17 | Int Eq | Large | Blend | Hedged | DBAW: Xtrackers MSCI All World exUS Hdg Eq ETF | DBAW | 4.14 | 0.40 | 2 | 11 | 5 | 6.0 | 3.0 | 4.14 | 0 | 2025-Feb-15 | FALSE | #14inForeign Large Blend | ||
18 | Int Eq | Large | Blend | Europe | Hedged | DBEU: Xtrackers MSCI Europe Hedged Equity ETF | DBEU | 4.14 | 0.45 | 1 | 12 | 5 | 6.0 | 3.0 | 4.14 | 0 | 2025-Jan-02 | FALSE | #2inEurope Stock | |
19 | Domestic Bond | Short | Mid | Floating Rate | FLTR: Market Vectors Investment Grade Floating Rate ETF | FLTR | 4.14 | 0.14 | 2 | 2 | 5 | 6.0 | 3.0 | 4.14 | 0 | 2025-Feb-16 | FALSE | #3inUltrashort Bond | ||
20 | Domestic Eq | Large | Growth | Technology | QQQ: PowerShares QQQ ETF | QQQ | 4.12 | 0.20 | 0 | 22 | 5 | 5.9 | 3.0 | 4.12 | 0 | 2025-Feb-14 | FALSE | #12inLarge Growth | ||
21 | Domestic Eq | Large | Growth | SCHG: Schwab US Large-Cap Growth ETF | SCHG | 4.10 | 0.04 | 0 | 22 | 5 | 5.8 | 2.9 | 4.10 | 0 | 2025-Feb-14 | FALSE | #16inLarge Growth | |||
22 | Int Bond | Low | Emerging Mkts | High Yield | HYEM: Market Vectors EM High Yield Bd ETF | HYEM | 4.08 | 0.40 | 2 | 12 | 5 | 5.7 | 2.9 | 4.08 | 0 | 2025-Apr-09 | FALSE | #1inEmerging Markets Bond | ||
23 | Domestic Eq | Large | Growth | IWF: iShares Russell 1000 Growth | IWF | 4.06 | 0.19 | 0 | 24 | 5 | 5.6 | 2.8 | 4.06 | 0 | 2025-Feb-14 | FALSE | #21inLarge Growth | |||
24 | Domestic Bond | Intermediate | High | Treasury | VGIT: Vanguard Intmdt-Term Trs ETF | VGIT | 4.06 | 0.04 | 1 | 6 | 5 | 5.6 | 2.8 | 4.06 | 0 | 2024-Nov-22 | FALSE | #6inIntermediate Government | ||
25 | Domestic Eq | Small | Blend | VB: Vanguard Small-Cap ETF | VB | 4.04 | 0.05 | 0 | 22 | 4 | 8.2 | 4.1 | 4.04 | 0 | 2025-Feb-16 | FALSE | #3inSmall Blend | |||
26 | Domestic Eq | Large | Blend | MSFT | MSFT | 4.00 | 4 | 4.00 | 0 | 2025-Feb-15 | FALSE | |||||||||
27 | Domestic Eq | Large | Blend | AMD | AMD | 4.00 | 4 | 4.00 | 0 | 2025-Feb-15 | FALSE | |||||||||
28 | Domestic Eq | Large | Blend | GOOG | GOOG | 4.00 | 4 | 4.00 | 0 | 2025-Feb-15 | FALSE | |||||||||
29 | Domestic Bond | Intermediate | Mid | DODIX: Dodge & Cox Income | DODIX | 4.00 | 0.41 | 1 | 6 | 5 | 7.4 | 3.7 | 4.44 | no load | 0.1 | 2024-Nov-25 | FALSE | #8inIntermediate Core-Plus Bond | ||
30 | Int Eq | Large | Blend | Developed Mkts | Hedged | DBEF: Deutsche X-trackers MSCI EAFE Hedged Eq | DBEF | 3.97 | 0.35 | 3 | 13 | 5 | 5.2 | 2.6 | 3.97 | 0 | 2023-Nov-11 | FALSE | ||
31 | Int Eq | Large | Value | Energy | IXC: iShares Global Energy | IXC | 3.95 | 0.44 | 1 | 30 | 4 | 7.7777 | 3.9 | 3.95 | 0 | 2023-Nov-11 | FALSE | |||
32 | Int Eq | Large | Blend | Income | Europe | EUDG: WisdomTree Europe Quality Div Gr | EUDG | 3.95 | 0.58 | 1 | 19 | 4 | 7.7777 | 3.9 | 3.95 | 0 | 2023-Nov-11 | FALSE | ||
33 | Domestic Eq | Large | Growth | Technology | VGT: Vanguard Information Technology ETF | VGT | 3.93 | 0.09 | 0 | 23 | 5 | 5.0 | 2.5 | 3.93 | 0 | 2025-Feb-14 | FALSE | #9inTechnology | ||
34 | Domestic Eq | Large | Value | Income | FDRR: Fidelity Dividend ETF for Rising Rates | FDRR | 3.89 | 0.16 | 4 | 7.5 | 3.8 | 3.89 | 0 | 2025-Feb-14 | FALSE | #2inLarge Value | ||||
35 | Domestic Eq | Mid | Growth | IMCG: iShares Morningstar Mid-Cap Growth ETF | IMCG | 3.87 | 0.06 | 0 | 21 | 4 | 7.4 | 3.7 | 3.87 | 0 | 2025-Jan-02 | FALSE | #3inMid-Cap Growth | |||
36 | Domestic Eq | Small | Blend | IJR: iShares Core S&P Small-Cap | IJR | 3.87 | 0.06 | 1 | 23 | 4 | 7.4 | 3.7 | 3.87 | 0 | 2025-Jan-02 | FALSE | #10inSmall Blend | |||
37 | Domestic Eq | Large | Value | Income | VEIPX: Vanguard Equity-Income Inv | VEIPX | 3.85 | 0.27 | 4 | 9.3 | 4.7 | 4.28 | no load | 0.1 | 2025-Feb-14 | FALSE | #2inLarge Value | |||
38 | Domestic Eq | Large | Blend | Russell 1000 | VONE: Vanguard Russell 1000 ETF | VONE | 3.83 | 0.08 | 0 | 18 | 4 | 7.2 | 3.6 | 3.83 | 0 | 2023-Nov-11 | FALSE | |||
39 | Domestic Bond | Long | Mid | Corporate | IGLB: iShares 10+ Year Invmt Grd Corp Bd ETF | IGLB | 3.83 | 0.04 | 2 | 16 | 4 | 7.2 | 3.6 | 3.83 | 0 | 2025-Feb-13 | FALSE | #2inLong-Term Bond | ||
40 | Domestic Eq | Large | Value | Income | VYM: Vanguard High Dividend Yield ETF | VYM | 3.81 | 0.06 | 4 | 7.1 | 3.6 | 3.81 | 0 | 2025-Feb-14 | FALSE | #7inLarge Value | ||||
41 | Domestic Eq | Large | Growth | ILCG: iShares Morningstar Growth ETF | ILCG | 3.81 | 0.04 | 0 | 25 | 4 | 7.1 | 3.6 | 3.81 | 0 | 2023-Mar-05 | FALSE | #3inLarge Growth | |||
42 | Domestic Bond | Intermediate | High | Treasury | SPTI: SPDR® Portfolio Intmdt Term Trs ETF | SPTI | 3.81 | 0.03 | 1 | 6 | 4 | 7.1 | 3.6 | 3.81 | 0 | 2024-Nov-22 | FALSE | #2inIntermediate Government | ||
43 | Domestic Eq | Mid | Blend | Industrials | Materials | VAW: Vanguard Materials ETF | VAW | 3.81 | 0.10 | 0 | 23 | 4 | 7.1 | 3.6 | 3.81 | 0 | 2025-Jan-02 | FALSE | #1inNatural Resources | |
44 | Domestic Eq | Large | Blend | Real Estate | Select Sector Index | XLRE: Real Estate Select Sector SPDR | XLRE | 3.81 | 0.08 | 4 | 7.1 | 3.6 | 3.81 | 0 | 2025-Feb-16 | FALSE | #1inReal Estate | |||
45 | Domestic Eq | Large | Value | Income | DTD: WisdomTree Total Dividend ETF | DTD | 3.81 | 0.28 | 1 | 16 | 4 | 7.1 | 3.6 | 3.81 | 0 | 2025-Feb-14 | FALSE | #8inLarge Value | ||
46 | Domestic Bond | Short | Mid | Corporate | SLQD: iShares 0-5 Year Invmt Grade Corp Bd ETF | SLQD | 3.79 | 0.06 | 1 | 3 | 4 | 7.0 | 3.5 | 3.79 | 0 | 2024-Feb-20 | FALSE | #1inShort-Term Bond | ||
47 | Domestic Bond | Short | Low | Corporate | High Yield | SHYL: Xtrackers Short Duration High Yld Bd ETF | SHYL | 3.79 | 0.20 | 4 | 7.0 | 3.5 | 3.79 | 0 | 2025-Apr-15 | FALSE | #4inHigh Yield Bond | |||
48 | Domestic Eq | Large | Value | VTV: Vanguard Value ETF | VTV | 3.76 | 0.04 | 1 | 17 | 4 | 6.9 | 3.5 | 3.76 | 0 | 2023-Nov-11 | FALSE | ||||
49 | Domestic Bond | Short | Low | Corporate | High Yield | SPHY: SPDR® Portfolio High Yield Bond ETF | SPHY | 3.76 | 0.05 | 4 | 6.9 | 3.5 | 3.76 | 0 | 2025-Apr-15 | FALSE | #5inHigh Yield Bond | |||
50 | Domestic Eq | Large | Growth | VUG: Vanguard Growth ETF | VUG | 3.76 | 0.04 | 0 | 25 | 4 | 6.9 | 3.5 | 3.76 | 0 | 2023-Mar-05 | FALSE | #5inLarge Growth | |||
51 | Domestic Eq | Large | Growth | MGK: Vanguard Mega Cap Growth ETF | MGK | 3.74 | 0.07 | 0 | 25 | 4 | 6.8 | 3.4 | 3.74 | 0 | 2023-Mar-05 | FALSE | #7inLarge Growth | |||
52 | Domestic Eq | Large | Blend | S&P 500 | SPY: SPDR S&P 500 ETF | SPY | 3.72 | 0.10 | 1 | 18 | 4 | 6.7 | 3.4 | 3.72 | 0 | 2023-Nov-11 | FALSE | |||
53 | Domestic Eq | Large | Blend | Industrials | Materials | XLB: Materials Select Sector SPDR ETF | XLB | 3.72 | 0.09 | 1 | 22 | 4 | 6.7 | 3.4 | 3.72 | 0 | 2025-Jan-02 | FALSE | #2inNatural Resources | |
54 | Domestic Eq | Large | Growth | NICSX: Nicholas | NICSX | 3.72 | 0.71 | 2 | 21 | 4 | 8.6 | 4.3 | 4.13 | no load | 0.1 | 2023-Mar-05 | FALSE | #17inLarge Growth | ||
55 | Domestic Eq | Large | Value | DIA: SPDR Dow Jones Industrial Average ETF | DIA | 3.71 | 0.16 | 1 | 17 | 5 | 4.0 | 2.0 | 3.71 | 0 | 2025-Feb-15 | FALSE | ||||
56 | Domestic Eq | Large | Growth | IVW: iShares S&P 500 Growth | IVW | 3.66 | 0.18 | 0 | 24 | 4 | 6.4 | 3.2 | 3.66 | 0 | 2023-Mar-05 | FALSE | #11inLarge Growth | |||
57 | Domestic Eq | Large | Value | Financial | RYF: Guggenheim S&P 500 Eq Weight Fincl ETF | RYF | 3.66 | 0.40 | 1 | 26 | 4 | 6.4 | 3.2 | 3.66 | 0 | 2023-Feb-06 | FALSE | |||
58 | Domestic Eq | Large | Value | Energy | XLE: Energy Select Sector SPDR ETF | XLE | 3.64 | 0.08 | 2 | 34 | 4 | 6.3 | 3.2 | 3.64 | 0 | 2025-Feb-16 | FALSE | #1inEquity Energy | ||
59 | Domestic Eq | Large | Value | Income | SCHD: Schwab US Dividend Equity ETF | SCHD | 3.64 | 0.06 | 1 | 16 | 4 | 6.3 | 3.2 | 3.64 | 0 | 2025-Feb-14 | FALSE | #25inLarge Value | ||
60 | Domestic Eq | Mid | Growth | IWP: iShares Russell Mid-Cap Growth | IWP | 3.61 | 0.23 | 0 | 21 | 4 | 6.2 | 3.1 | 3.61 | 0 | 2023-Nov-10 | FALSE | ||||
61 | Domestic Eq | Mid | Blend | IMCB: iShares Morningstar Mid-Cap ETF | IMCB | 3.60 | 0.04 | 1 | 19 | 3 | 8.8 | 4.4 | 3.60 | 0 | 2025-Feb-13 | FALSE | #3inMid-Cap Blend | |||
62 | Domestic Bond | Short | Mid | Floating Rate | FLOT: iShares Floating Rate Bond | FLOT | 3.59 | 0.20 | 1 | 0 | 4 | 6.1 | 3.1 | 3.59 | 0 | 2024-Feb-20 | FALSE | |||
63 | Domestic Bond | Long | High | Treasury | SPTL: SPDR Portfolio Long Term Treasury ETF | SPTL | 3.59 | 0.03 | 1 | 14 | 4 | 6.1 | 3.1 | 3.59 | 0 | 2023-Nov-12 | FALSE | #2inLong Government | ||
64 | Domestic Bond | Short | High | Treasury | SPTS: SPDR® Portfolio Short Term Treasury ETF | SPTS | 3.59 | 0.06 | 0 | 2 | 4 | 6.1 | 3.1 | 3.59 | 0 | 2024-Feb-20 | FALSE | #1inShort Government | ||
65 | Domestic Eq | Mid | Growth | Momentum | XMMO: Invesco S&P MidCap Momentum ETF | XMMO | 3.57 | 0.34 | 0 | 20 | 4 | 6.0 | 3.0 | 3.57 | 0 | 2023-Nov-11 | FALSE | |||
66 | Domestic Eq | Large | Value | Income | DLN: WisdomTree LargeCap Dividend ETF | DLN | 3.57 | 0.28 | 1 | 16 | 4 | 6.0 | 3.0 | 3.57 | 0 | 2023-Nov-11 | FALSE | |||
67 | Int Eq | Large | Growth | WCMRX: WCM Focused International Growth Inv | WCMRX | 3.56 | 1.29 | 0 | 21 | 4 | 7.7777 | 3.9 | 3.95 | no load | 0.1 | 2023-Nov-11 | FALSE | |||
68 | Domestic Bond | Long | Mid | Corporate | VCLT: Vanguard Long-Term Corporate Bd ETF | VCLT | 3.55 | 0.03 | 2 | 17 | 4 | 5.9 | 3.0 | 3.55 | 0 | 2025-Feb-16 | FALSE | #5inLong-Term Bond | ||
69 | Domestic Bond | Short | Mid | VCSH: Vanguard Short-Term Corporate Bond ETF | VCSH | 3.53 | 0.04 | 1 | 4 | 4 | 5.8 | 2.9 | 3.53 | 0 | 2025-Jan-02 | FALSE | #8inShort-Term Bond | |||
70 | Domestic Bond | Short | High | Treasury | VGSH: Vanguard Short-Term Treasury ETF | VGSH | 3.51 | 0.04 | 0 | 2 | 4 | 5.7 | 2.9 | 3.51 | 0 | 2023-Mar-06 | FALSE | #2inShort Government | ||
71 | Int Eq | Large | Blend | Income | IGRO: iShares International Dividend Gr ETF | IGRO | 3.49 | 0.15 | 1 | 17 | 4 | 5.6 | 2.8 | 3.49 | 0 | 2023-Nov-11 | FALSE | |||
72 | Domestic Eq | Short | Value | Income | SDY: SPDR S&P Dividend ETF | SDY | 3.49 | 0.35 | 1 | 17 | 4 | 5.6 | 2.8 | 3.49 | 0 | 2023-Nov-12 | FALSE | |||
73 | Domestic Eq | Large | Growth | Technology | NASDAQ | QQEW: First Trust NASDAQ-100 Equal Wtd ETF | QQEW | 3.49 | 0.57 | 0 | 23 | 4 | 5.6 | 2.8 | 3.49 | 0 | 2023-Mar-05 | FALSE | #19inLarge Growth | |
74 | Domestic Bond | Intermediate | Low | Tax-Exempt | USATX: USAA Tax Exempt Intermediate-Term Fund | USATX | 3.47 | 0.54 | 0 | 2 | 4 | 7.3 | 3.7 | 3.85 | no load | 0.1 | 2024-Feb-05 | FALSE | ||
75 | Domestic Eq | Large | Growth | Consumer | IYC: iShares US Consumer Services | IYC | 3.40 | 0.39 | 0 | 24 | 4 | 5.2 | 2.6 | 3.40 | 0 | 2025-Jan-02 | FALSE | #7inConsumer Cyclical | ||
76 | Int Eq | Large | Blend | Developed Mkts | VEA: Vanguard FTSE Developed Markets ETF | VEA | 3.40 | 0.05 | 1 | 19 | 4 | 5.2 | 2.6 | 3.40 | 0 | 2023-Nov-11 | FALSE | |||
77 | Domestic Eq | Mid | Blend | IJH: iShares Core S&P Mid-Cap | IJH | 3.36 | 0.05 | 0 | 21 | 3 | 7.7 | 3.9 | 3.36 | 0 | 2023-Nov-11 | FALSE | ||||
78 | Domestic Bond | Intermediate | Mid | BIV: Vanguard Intermediate-Term Bond ETF | BIV | 3.36 | 0.04 | 1 | 8 | 4 | 5.0 | 2.5 | 3.36 | 0 | 2025-Feb-14 | FALSE | #10inIntermediate Core Bond | |||
79 | Int Eq | Large | Blend | Developed Mkts | IEFA: iShares Core MSCI EAFE | IEFA | 3.36 | 0.07 | 1 | 18 | 4 | 5.0 | 2.5 | 3.36 | 0 | 2025-Jan-02 | FALSE | #28inForeign Large Blend | ||
80 | Domestic Eq | Mid | Blend | VO: Vanguard Mid-Cap ETF | VO | 3.34 | 0.04 | 0 | 20 | 3 | 7.6 | 3.8 | 3.34 | 0 | 2025-Jan-02 | FALSE | #11inMid-Cap Blend | |||
81 | Domestic Eq | Large | Blend | Aerospace & Defense | PPA: PowerShares Aerospace & Defense ETF | PPA | 3.34 | 0.58 | 0 | 22 | 4 | 4.9 | 2.5 | 3.34 | 0 | 2023-Oct-25 | FALSE | |||
82 | Domestic Eq | Mid | Blend | SCHM: Schwab US Mid-Cap ETF | SCHM | 3.32 | 0.04 | 1 | 21 | 3 | 7.5 | 3.8 | 3.32 | 0 | 2023-Nov-11 | FALSE | ||||
83 | Domestic Bond | Intermediate | Mid | SPAB: SPDR Portfolio Aggregate Bond ETF | SPAB | 3.32 | 0.03 | 3 | 7.5 | 3.8 | 3.32 | 0 | 2025-Feb-16 | FALSE | #1inIntermediate Core Bond | |||||
84 | Domestic Bond | Short | Low | Corporate | High Yield | HYBB: iShares BB Rated Corporate Bond ETF | HYBB | 3.32 | 0.25 | 3 | 7.5 | 3.8 | 3.32 | 0 | 2025-Apr-15 | FALSE | #1inHigh Yield Bond | |||
85 | Int Eq | Large | Growth | Emerging Mkts | Technology | EMQQ: The Emerging Markets Internet & Ecommerce ETF | EMQQ | 3.29 | 0.86 | 0 | 25 | 5 | 2 | 1.0 | 3.29 | 0 | 2021-Jan-17 | FALSE | ||
86 | Domestic Bond | Long | Mid | Corporate | SPLB: SPDR® Portfolio Long Term Corp Bd ETF | SPLB | 3.26 | 0.04 | 2 | 17 | 3 | 7.2 | 3.6 | 3.26 | 0 | 2025-Feb-13 | FALSE | #1inLong-Term Bond | ||
87 | Domestic Eq | Large | Blend | Russell 3000 | VTHR: Vanguard Russell 3000 ETF | VTHR | 3.26 | 0.10 | 0 | 18 | 3 | 7.2 | 3.6 | 3.26 | 0 | 2023-Nov-11 | FALSE | |||
88 | Domestic Eq | Large | Growth | Technology | FSCSX: Fidelity Select Software & Comp Port | FSCSX | 3.25 | 0.67 | 2 | 24 | 4 | 6.2 | 3.1 | 3.61 | no load | 0.1 | 2023-Mar-05 | FALSE | #12inTechnology | |
89 | Domestic Eq | Mid | Value | VOE: Vanguard Mid-Cap Value ETF | VOE | 3.24 | 0.07 | 1 | 19 | 3 | 7.1 | 3.6 | 3.24 | 0 | 2025-Feb-16 | FALSE | #8inMid-Cap Value | |||
90 | Domestic Eq | Mid | Value | Financial | RSPF: Invesco S&P 500® Equal Weight Fincl ETF | RSPF | 3.24 | 0.40 | 3 | 7.1 | 3.6 | 3.24 | 0 | 2025-Feb-16 | FALSE | #1inFinancial | ||||
91 | Domestic Bond | Short | Low | Corporate | High Yield | USHY: iShares Broad USD High Yield Corp Bd ETF | USHY | 3.24 | 0.08 | 3 | 7.1 | 3.6 | 3.24 | 0 | 2025-Apr-15 | FALSE | #2inHigh Yield Bond | |||
92 | Domestic Eq | Large | Blend | Total US | ITOT: iShares Core S&P Total US Stock Mkt | ITOT | 3.21 | 0.03 | 1 | 17 | 3 | 7.0 | 3.5 | 3.21 | 0 | 2025-Feb-13 | FALSE | #24inLarge Blend | ||
93 | Domestic Eq | Large | Blend | VTI: Vanguard Total Stock Market ETF | VTI | 3.21 | 0.03 | 0 | 18 | 3 | 7.0 | 3.5 | 3.21 | 0 | 2025-Jan-02 | FALSE | #23inLarge Blend | |||
94 | Domestic Eq | Mid | Blend | Russell Midcap Index | IWR: iShares Russell Mid-Cap | IWR | 3.21 | 0.19 | 0 | 20 | 3 | 7.0 | 3.5 | 3.21 | 0 | 2023-Nov-11 | FALSE | |||
95 | Domestic Bond | Intermediate | Mid | PDBZX: PGIM Total Return Bond Z | PDBZX | 3.20 | 0.49 | 2 | 8 | 4 | 5.9 | 3.0 | 3.55 | no load | 0.1 | 2025-Jan-02 | FALSE | #36inIntermediate Core-Plus Bond | ||
96 | Domestic Eq | Large | Blend | Income | VIG: Vanguard Dividend Appreciation ETF | VIG | 3.19 | 0.05 | 3 | 6.9 | 3.5 | 3.19 | 0 | 2025-Feb-16 | FALSE | #29inLarge Blend | ||||
97 | Domestic Bond | Short | Mid | Treasury | ISTB: iShares Core 1-5 Year USD Bond | ISTB | 3.17 | 0.12 | 1 | 1 | 3 | 6.8 | 3.4 | 3.17 | 0 | 2024-Feb-20 | FALSE | #5inShort-Term Bond | ||
98 | Domestic Eq | Mid | Blend | MDY: SPDR S&P MidCap 400 ETF | MDY | 3.17 | 0.23 | 1 | 21 | 3 | 6.8 | 3.4 | 3.17 | 0 | 2023-Nov-11 | FALSE | ||||
99 | Domestic Eq | Mid | Value | IWS: iShares Russell Mid-Cap Value | IWS | 3.17 | 0.23 | 1 | 20 | 3 | 6.8 | 3.4 | 3.17 | 0 | 2023-Nov-11 | FALSE | ||||
100 | Int Eq | Large | Blend | MGIAX: MFS International Value A | MGIAX | 3.14 | 1.03 | 1 | 10 | 5 | 5 | 2.5 | 3.93 | front end | 0.2 | 2025-Jan-04 | FALSE |