Last Updated: September 28, 2016
Inception Date: December 10, 2001
Date Funded: August 31, 2009*
|Folio||S&P 500 Total Return|
(% of Folio)
|1||VAW||vanguard materials index fund||9.09%|
|2||VCR||vanguard consumer discretionary index fu||9.09%|
|3||VDC||vanguard consumer staples index fund||9.10%|
|4||VDE||vanguard energy index fund||9.09%|
|5||VFH||vanguard financials index fund||9.09%|
|6||VGT||vanguard information technology index fu||9.09%|
|7||VHT||vanguard health care index fund||9.09%|
|8||VIS||vanguard industrials index fund||9.09%|
|9||VNQ||vanguard reit etf||9.09%|
|10||VOX||vanguard telecommunication services inde||9.09%|
|11||VPU||vanguard utilities index fund||9.09%|
Steps to Create This Folio
- We selected the 11 Vanguard Sector ETFs which are designed to track MSCI Barra Sector Indexes.
- We then equally weighted these securities in the folio.
Number of Securities
There are 11 securities in the folio.
If the characteristics of the folio have changed substantially, the securities included may change. Also, corporate actions, such as a merger, or other events may cause changes to the securities held at any time. Your returns may deviate significantly from the values displayed here, due to many factors, including how long after a folio has been updated that you place orders to update your holdings.