What securities do you use?

George -

At each of our custodians, we start with a primary set of ETFs (the same set of ETFs in our regular portfolios) and utilize a set of secondary ETFs with similar, but not identical risk profiles.

Below is a table of our primary and secondary ETFs.

  Broker ETF ETF
US Bonds TD Ameritrade SPAB SCHZ
  Fidelity AGG SCHZ
  Schwab SCHZ AGG
Short Term Treasuries TD Ameritrade SPTS SCHO
  Fidelity SHY SCHO
  Schwab SCHO SHY
Emerging Market Debt TD Ameritrade EMB PCY
  Fidelity EMB PCY
  Schwab PCY EMB
US Municipal Bonds TD Ameritrade MUB TFI
  Fidelity MUB TFI
  Schwab TFI MUB
US Equity TD Ameritrade SPTM IWB
  Fidelity ITOT IWB
  Schwab SCHB SCHX
Developed Market Equity TD Ameritrade SPDW IEFA
  Fidelity IEFA VEA
  Schwab SCHF IEFA
Emerging Market Equity TD Ameritrade SPEM IEMG
  Fidelity IEMG VWO
  Schwab SCHE IEMG
Real Estate TD Ameritrade USRT IYR
  Fidelity FREL IYR
  Schwab SCHH VNQ
TIPS TD Ameritrade IPE  
  Fidelity TIP  
  Schwab SCHP TIP
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