Model Investing Funds Vanguard Equivalent Funds

This Quick Reference Guide has been created for Model Investing clients who wish to invest using Vanguard funds. If you have any questions, please send us an email at support@ or call 858-529-5392.

Model Investing Funds

Asset Rotation Model (ARM)

ETF Description SPY SPDR S&P 500 ETF AGG iShares Core U.S. Aggregate Bond ETF

Sector Rotation Model (SRM)

XLY Consumer Discretionary Select Sector SPDR Fund XLP Consumer Staples Select Sector SPDR Fund XLE Energy Select Sector SPDR Fund XLF Financial Select Sector SPDR Fund XLV Health Care Select Sector SPDR Fund XLI Industrial Select Sector SPDR Fund XLB Materials Select Sector SPDR Fund XLK Technology Select Sector SPDR Fund XLU Utilities Select Sector SPDR Fund

Domestic

SPY SPDR S&P 500 ETF

IWR iShares Russell Mid-Cap ETF

IWM iShares Russell 2000 ETF

International

ACWI iShares MSCI ACWI ETF

401(k) Allocation ACWX iShares MSCI ACWI ex U.S. ETF

Model (401)

EEM iShares MSCI Emerging Markets ETF

EFA iShares MSCI EAFE Index Fund

Stable Value

BIL SPDR Barclays 1-3 Month T-Bill ETF

Fixed Income

AGG iShares Barclays Aggregate Bond Fund

BOND PIMCO Total Return Active ETF

TSP Allocation Model (TSP)

C Fund Common Stock Index Investment Fund S Fund Small-Cap Stock Index Investment Fund I Fund International Stock Index Investment Fund G Fund Government Securities Investment Fund F Fund Fixed Income Index Investment Fund

Gold Rotation Model (GRM)

GLD SPDR Gold Shares ETF

Vanguard Equivalent Funds

ETF Description VOO Vanguard S&P 500 ETF BND Vanguard Total Bond Market ETF

VCR VDC VDE VFH VHT VIS VAW VGT VPU

Vanguard Consumer Discretionary ETF Vanguard Consumer Staples ETF Vanguard Energy ETF Vanguard Financials ETF Vanguard Health Care ETF Vanguard Industrials ETF Vanguard Materials ETF Vanguard Information Technology ETF Vanguard Utilities ETF

Domestic VOO Vanguard S&P 500 ETF VO Vanguard Mid-Cap ETF VB Vanguard Small-Cap ETF

International VT Vanguard Total World Stock ETF VEU Vanguard FTSE All-World ex-US ETF

VWO Vanguard FTSE Emerging Markets ETF VEA Vanguard FTSE Developed Markets ETF Stable Value N/A *Recommend going to cash or using VGSH Fixed Income BND Vanguard Total Bond Market ETF N/A *Recommend using BND

VOO Vanguard S&P 500 ETF VXF Vanguard Extended Market ETF VEA Vanguard FTSE Developed Markets ETF N/A Recommend going to cash or using VGSH BND Vanguard Total Bond Market ETF

N/A *Recommend using VGPMX, although this fund includes exposure to other precious metals as well as mining and exploration companies

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