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SPY or VOO (Vanguard S&P 500 Index) |
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| | | SPDR S&P 500 ETF (the Fund), formerly SPDR Trust, Series 1, generally corresponds to the price and yield performance of the S&P 500 Index. The S&P 500 Index consists of 500 selected stocks, all of which are listed on the exchange, the NYSE or NASDAQ, and spans over 24 separate industry groups. The Fund’s investment manager is State Street Global Advisors. |
| | | | | | | Vanguard Small-Cap Value ETF (the Fund) is an exchange-traded share class of Vanguard Small-Cap Value Index Fund, which employs a passive management or indexing investment approach designed to track the performance of the MSCI US Small Cap Value Index (the Index). The Index is a diversified index of value stocks of smaller United States companies. The Fund may invest, to a limited extent, in stock futures and options contracts, warrants, convertible securities and swap agreements. The Fund attempts to replicate the target Index by investing all, or substantially all, of its assets in the stocks that make up the Index, holding each stock in approximately the same proportion as its weighting in the Index. The Fund’s investment advisor is The Vanguard Group, Inc. |
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| | | | Vanguard Europe Pacific ETF (the Fund) seeks to track the investment performance of the Morgan Stanley Capital International (MSCI) Europe, Australasia, Far East (EAFE) Index (the MSCI EAFE Index). The Fund employs an indexing approach to provide exposure to equity markets in Europe and the Pacific region. The MSCI EAFE Index represents primarily large-capitalization companies in developed equity markets throughout Europe and the Pacific region. The MSCI EAFE Index includes exposure to more than 1,100 securities in 21 countries. The Fund remains 100% invested. The Fund’s investment advisor is The Vanguard Group, Inc. (Description courtesy of Google Finance and Reuters) | | | Vanguard REIT ETF (the Fund) is an exchange-traded share class of Vanguard REIT Index Fund. The Fund employs a passive management or indexing investment approach designed to track the performance of the MSCI US REIT Index, a benchmark of United States property trusts that covers about two-thirds of the value of the entire United States real estate investment trust (REIT) market. The Fund seeks to remain at least 98% invested in REIT stocks, and the remaining assets will be invested in cash investments. The Fund’s investment advisor is Vanguard Quantitative Equity Group. | | | Vanguard Total Stock Market ETF (the Fund) is an exchange-traded share class of Vanguard Total Stock Market Index Fund, which employs a passive management or indexing investment approach designed to track the performance of the of the MSCI US Broad Market Index (the Index). The Index represents 99.5% or more of the total market capitalization of all of the United States common stocks traded on the New York and American Stock Exchanges and the Nasdaq over-the-counter market. The Fund typically holds the largest 1,200 to 1,300 stocks in its target Index (covering 95% of the Index’s total market capitalization) and a representative sample of the remaining stocks. It holds a range of securities that, in the aggregate, approximates the full Index in terms of key characteristics. These key characteristics include industry weightings and market capitalization, and certain financial measures, such as price/earnings ratio and dividend yield. Its investment advisor is The Vanguard Group, Inc. | | | Vanguard Emerging Markets ETF (the Fund) is an exchange-traded share class of Vanguard Emerging Markets Stock Index Fund. The Fund seeks to track the performance of a benchmark index (MSCI Emerging Markets index) that measures the investment return of stocks issued by companies located in emerging market countries. The Fund invests in various sectors, such as consumer discretionary, consumer staples, energy, financials, healthcare, industrials, information technology, materials, telecommunication services and utilities. The Fund’s investment advisor is The Vanguard Group, Inc. |
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|  | iShares MSCI EAFE Index Fund (the Fund) seeks investment results that correspond generally to the price and yield performance of the MSCI EAFE Index (the Index). The Index has been developed by Morgan Stanley Capital International, Inc. as an equity benchmark for international stock performance. The Index includes stocks from Europe, Australasia and the Far East. The Fund invests in a representative sample of securities included in the Index that collectively has an investment profile similar to the Index. Barclays Global Fund Advisors manages the investment of the Fund’s assets. (Description courtesy of Google Finance and Reuters) |
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