BEST-IN-CLASS TAX-DEFERRED ULTIMATE BUY & HOLD ETF PORTFOLIO
| ETF |
Symbol |
Aggressive |
Moderate |
Conservative |
| Avantis U.S. Equity ETF |
AVUS |
10% |
6% |
4% |
| Invesco S&P 500® Pure Value |
RPV |
10% |
6% |
4% |
| iShares Core S&P Small-Cap |
IJR |
10% |
6% |
4% |
| Avantis U.S. Small Cap Value ETF |
AVUV |
10% |
6% |
4% |
| Vanguard REIT Index |
VNQ |
10% |
6% |
4% |
| Avantis International Equity ETF |
AVDE |
10% |
6% |
4% |
| DFA International Value ETF |
DFIV |
10% |
6% |
4% |
| Schwab Fundamental Intl Sm Co |
FNDC |
10% |
6% |
4% |
| Avantis International Small Cap Value ETF |
AVDV |
10% |
6% |
4% |
| Avantis Emerging Markets ETF |
AVEM |
10% |
6% |
4% |
| Vanguard Short-Term Government Bond |
VGSH |
0% |
12% |
18% |
| SPDR® Blmbg Barclays Interm Term Trs |
SPTI |
0% |
20% |
30% |
| Vanguard Short-Term Infl. Prot. Securities |
VTIP |
0% |
8% |
12% |
BEST-IN-CLASS TAX-DEFERRED WORLDWIDE FOUR FUND ETF PORTFOLIO
| ETF |
Symbol |
Aggressive |
Moderate |
Conservative |
| Avantis U.S. Equity ETF |
AVUS |
25% |
15% |
10% |
| Avantis U.S. Small Cap Value ETF |
AVUV |
25% |
15% |
10% |
| DFA International Value ETF |
DFIV |
25% |
15% |
10% |
| Schwab Fundamental Intl Sm Co |
FNDC |
25% |
15% |
10% |
| Vanguard Short-Term Government Bond |
VGSH |
0% |
12% |
18% |
| SPDR® Blmbg Barclays Interm Term Trs |
SPTI |
0% |
20% |
30% |
| Vanguard Short-Term Infl. Prot. Securities |
VTIP |
0% |
8% |
12% |
BEST-IN-CLASS U.S. FOUR FUND ETF PORTFOLIO
| ETF |
Symbol |
Aggressive |
Moderate |
Conservative |
| Avantis U.S. Equity ETF |
AVUS |
25% |
15% |
10% |
| Invesco S&P 500® Pure Value |
RPV |
25% |
15% |
10% |
| iShares Core S&P Small-Cap |
IJR |
25% |
15% |
10% |
| Avantis U.S. Small Cap Value ETF |
AVUV |
25% |
15% |
10% |
| Vanguard Short-Term Government Bond |
VGSH |
0% |
12% |
18% |
| SPDR® Blmbg Barclays Interm Term Trs |
SPTI |
0% |
20% |
30% |
| Vanguard Short-Term Infl. Prot. Securities |
VTIP |
0% |
8% |
12% |
BEST-IN-CLASS TAX-DEFERRED ULTIMATE ALL-VALUE ETF PORTFOLIOS
| ETF |
Symbol |
Aggressive |
Moderate |
Conservative |
| Invesco S&P 500® Pure Value |
RPV |
25% |
15% |
10% |
| Avantis U.S. Small Cap Value ETF |
AVUV |
25% |
15% |
10% |
| DFA International Value |
DFIV |
20% |
12% |
8% |
| Avantis International Small Cap Value ETF |
AVDV |
20% |
12% |
8% |
| Avantis Emerging Markets Value ETF |
AVES |
10% |
6% |
4% |
| Vanguard Short-Term Government Bond |
VGSH |
0% |
12% |
18% |
| SPDR® Blmbg Barclays Interm Term Trs |
SPTI |
0% |
20% |
30% |
| Vanguard Short-Term Infl. Prot. Securities |
VTIP |
0% |
8% |
12% |
BEST-IN-CLASS TAX-DEFERRED OR TAXABLE ALL-SMALL-CAP-VALUE ETF PORTFOLIO
| ETF |
Symbol |
|
| Avantis U.S. Small Cap Value ETF |
AVUV |
50% |
| Avantis International Small Cap Value ETF |
AVDV |
50% |
BEST-IN-CLASS TAXABLE ULTIMATE BUY & HOLD ETF PORTFOLIOS
| ETF |
Symbol |
Aggressive |
Moderate |
Conservative |
| Avantis U.S. Equity ETF |
AVUS |
12% |
7% |
5% |
| Invesco S&P 500® Pure Value |
RPV |
13% |
8% |
5% |
| iShares Core S&P Small-Cap |
IJR |
12% |
7% |
5% |
| Avantis U.S. Small Cap Value ETF |
AVUV |
13% |
8% |
5% |
| Avantis International Equity ETF |
AVDE |
10% |
6% |
4% |
| DFA International Value ETF |
DFIV |
10% |
6% |
4% |
| Schwab Fundamental Intl Sm Co |
FNDC |
10% |
6% |
4% |
| Avantis International Small Cap Value ETF |
AVDV |
10% |
6% |
4% |
| Avantis Emerging Markets ETF |
AVEM |
10% |
6% |
4% |
| SPDR® Blmbg Barclays Interm Term Trs |
SPTI |
0% |
6% |
9% |
| SPDR® Nvn Barclays Short Term Muni Bnd |
SHM |
0% |
16% |
24% |
| VanEck Vectors AMT-Free Inter. Muni Bnd |
ITM |
0% |
18% |
27% |
BEST-IN-CLASS TAXABLE ULTIMATE ALL-VALUE ETF PORTFOLIOS
| ETF |
Symbol |
Aggressive |
Moderate |
Conservative |
| Invesco S&P 500® Pure Value |
RPV |
25% |
15% |
10% |
| Avantis U.S. Small Cap Value ETF |
AVUV |
25% |
15% |
10% |
| DFA International Value ETF |
DFIV |
20% |
12% |
8% |
| Avantis International Small Cap Value ETF |
AVDV |
20% |
12% |
8% |
| Avantis Emerging Markets Value ETF |
AVES |
10% |
6% |
4% |
| SPDR® Blmbg Barclays Interm Term Trs |
SPTI |
0% |
6% |
9% |
| SPDR® Nvn Barclays Short Term Muni Bnd |
SHM |
0% |
16% |
24% |
| VanEck Vectors AMT-Free Inter. Muni Bnd |
ITM |
0% |
18% |
27% |
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