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%