Which funds do you use?

Megan Crowley -

Great question. First off, let's talk cost. The average expense ratio on our funds is 0.15%, well below industry average.

While our fund lineup will change periodically, here are our current fund lineups at each supported brokerage with the respective asset class in parantheses:

Fidelity: TIP (Treasury Inflation Protected Security), AGG (US Bonds), SHY (Short Term Treasuries), EMB (Emerging Market Debt), MUB (US Municipal Bonds), ITOT (US Equity), IEFA (Developed Market Equity), IEMG (Emerging Market Equity), and FREL (Real Estate)

Schwab: SCHP (Treasury Inflation Protected Security), SCHZ (US Bonds), SCHO (Short Term Treasuries), PCY (Emerging Market Debt), TFI (US Municipal Bonds), SCHB (US Equity). SCHF (Developed Market Equity), SCHE (Emerging Market Equity), and SCHH (Real Estate)


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