ETF Investment Portfolio

Vanguard Total Bond Market ETF (NYSEArca: BND) tracks the broad market weighted investment-grade bonds. The fund has a 5.5 year average duration. Top fixed-income sectors include U.S. Treasury 37.0%, corporate bonds 21.7% and agency MBS pass-through 21.5%. BND has a 0.10% expense ratio and a 2.07% 30-day SEC yield.

iShares MSCI EAFE Growth Index (NYSEArca: EFG) tracks the MSCI EAFE Growth Index, which provides exposure to developed Europe, Australasia and Far East markets. Top holdings include Nestle 3.6%, Roche Holdings 3.8% and Toyota 2.9%. Top Sectors include consumer staples 19.4%, consumer discretionary 16.5%, industrials 15.1%. EFG has a 0.40% expense ratio.

SPDR Dow Jones REIT (NYSEArca: RWR) follows the Dow Jones REIT index, which is comprised of various real estate investment trusts. Top holdings include Simon Property 10.8%, Public Storage 5.3% and HCP 4.4%. Top sub-sectors include regional malls 17.2%, apartments 16.7% and healthcare 14.7%. [Rising Interest Rates Pull REIT ETFs Toward Bear Market]

For more information on ETFs, visit our ETF 101 category.

Max Chen contributed to this article.

Full disclosure: Tom Lydon’s clients own IWV.