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Prospectus

Below is a list of investments that may be used in creating your asset allocation.  They are all Exchange Traded Funds (ETFs) which represent varying asset classes that may make up your portfolio.

 

To get detailed information about any of the investments below go to the hyperlink by clicking your mouse on the below underlined symbols 

 

This will take you to a browser internet link of the prospectus for the represented investments.  The prospectus is a document that details the risks, costs, investment strategies, and other financial information about the investment.  This is an important document to read and understand before investing. 


If you have difficulty viewing any of these prospectuses or would like more information about these investments and their individual significance for the entire portfolio, please don’t hesitate to contact us.  Contact



Total Stock Market US

Large Cap 

SPY


Large Cap Value

IWD

 

Large Cap Growth

IWF

 

Large Cap Dividend Appreciation

VIG


Mid Cap 400

MDY

 

Mid Cap Value

IWS


Dow Dividend Select

DVY


Small Cap Value

IWN

 

EAFE

EFA

 

International Large Cap (Ex US)

VEU


Emerging Markets

VWO

 


 



Treasury Inflation

TIP

 

Treasury 1-3 year

SHY


Short-term Bond

BSV


Short-term Corporate Bond

VCSH


Vanguard Intermediate Term Treasury

BND

 

Corporate High Quality Bonds

LQD

 

International Bonds (US Dollar Hedged)

EMB


iShares S&P North American Natural Resources

REIT Index

VNQ


REIT Index International

Utilities

XLU