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BullGlobe Asset List

Scroll down to find all the assets we include in our analysis. All of them have been chosen especially for their low cost, their accurate representation of the underlying asset classes and for the diversification they bring to the table.

Stocks

US Stocks

S&P 500

SPY

The SPDR S&P 500 trust is an exchange-traded fund which trades on the NYSE Arca under the symbol. It is designed to track the S&P 500 stock market index, which is a stock market index that measures the stock performance of 500 large companies listed on stock exchanges in the United States. BullGlobe uses it as a benchmark.

iShares Core S&P Total US Stock Market

ITOT

The investment seeks to track the investment results of the S&P Total Market Index (TMI), which is comprised of the common equities included in the S&P 500 and the S&P Completion Index.

Invesco S&P 500 Low Volatility ETF

SPLV

The investment seeks to track the investment results (before fees and expenses) of the S&P 500 Low Volatility Index (the “underlying index”), which have the lowest realized volatility over the past 12 months as determined by S&P DJI.

Nasdaq Invesco QQQ Trust ETF

QQQ

The investment seeks investment results that generally correspond to the price and yield performance of the NASDAQ 100 Index.

SPDR Dow Jones Industrial Average ETF Trust

DIA

The investment seeks to provide investment results that, before expenses, correspond generally to the price and yield performance of the Dow Jones Industrial Average (the DJIA).

iShares Russell 2000 Growth ETF

IWO

The investment seeks to track the investment results of the Russell 2000 Growth Index, which measures the performance of the small-capitalization growth sector of the U.S. equity market.

Schwab US Large-Cap ETF

SCHX

The investment seeks to track as closely as possible, before fees and expenses, the total return of the Dow Jones U.S. Large-Cap Total Stock Market Index.

Schwab U.S. Large-Cap Value ETF

SCHV

The investment seeks to track as closely as possible, before fees and expenses, the total return of the Dow Jones U.S. Large-Cap Value Total Stock Market Index.

Schwab U.S. Large-Cap Growth ETF

SCHG

The investment seeks to track as closely as possible, before fees and expenses, the total return of the Dow Jones U.S. Large-Cap Growth Total Stock Market Index.

Schwab U.S. Mid-Cap Growth ETF

SCHM

The investment seeks to track as closely as possible, before fees and expenses, the total return of the Dow Jones U.S. Mid-Cap Total Stock Market Index.

iShares Russell 2000 ETF

IWM

The investment seeks to track the investment results of the Russell 2000 Index, which measures the performance of the small-capitalization sector of the U.S. equity market.

iShares Russell 2000 Value ETF

IWN

The investment seeks to track the investment results of the Russell 2000 Value Index, which measures the performance of the small-capitalization value sector of the U.S. equity market.

Vanguard High Dividend Yield ETF

VYM

The investment seeks to track the performance of a benchmark index that measures the investment return of common stocks of companies that are characterized by high dividend yield. The fund employs an indexing investment approach designed to track the performance of the FTSE High Dividend Yield Index, which consists of common stocks of companies that pay dividends that generally are higher than average.

International Stocks

Vanguard Total World Stock ETF

VT

The investment seeks to track the performance of a benchmark index that measures the investment return of stocks of companies located in developed and emerging markets around the world.

Vanguard FTSE Developed Markets ETF

VEA

The investment seeks to track the performance of the FTSE Developed All Cap ex US Index. The fund employs an indexing investment approach designed to track the performance of the FTSE Developed All Cap ex US Index, a market-capitalization-weighted index that is made up of approximately 3873 common stocks of large-, mid-, and small-cap companies located in Canada and the major markets of Europe and the Pacific region.

Schwab International Small-Cap Equity

SCHC

The investment seeks to track as closely as possible, before fees and expenses, the total return of the FTSE Developed Small Cap ex US Liquid Index.

iShares MSCI EAFE Value ETF

EFV

The investment seeks to track the investment results of the MSCI EAFE Value Index composed of developed market equities, excluding the U.S. and Canada, that exhibit value characteristics.

WisdomTree International SmallCap Dividend Fund

DLS

The investment seeks to track the price and yield performance, before fees and expenses, of the WisdomTree International SmallCap Dividend Index.

Vanguard FTSE Europe ETF

VGK

The investment seeks to track the performance of a benchmark index that measures the investment return of stocks issued by companies located in the major markets of Europe.

Vanguard FTSE Pacific Index Fund ETF Shares

VPL

The investment seeks to track the performance of a benchmark index that measures the investment return of stocks issued by companies located in the major markets of the Pacific region.

SPDR® MSCI Emerging Markets Strategic Factors SM ETF

SPEM

The investment seeks investment results that, before fees and expenses, correspond generally to the total return performance of the S&P Emerging BMI Index.

Sectors

Financial Select Sector SPDR Fund

XLF

The investment seeks investment results that, before expenses, correspond generally to the price and yield performance of publicly traded equity securities of companies in the Financial Select Sector Index.

Technology Select Sector SPDR Fund

XLK

The investment seeks investment results that, before expenses, correspond generally to the price and yield performance of publicly traded equity securities of companies in the Technology Select Sector Index.

Health Care Select Sector SPDR Fund

XLV

The investment seeks investment results that, before expenses, correspond generally to the price and yield performance of publicly traded equity securities of companies in the Health Care Select Sector Index.

Consumer Staples Select Sector SPDR Fund

XLP

The investment seeks to provide investment results that, before expenses, correspond generally to the price and yield performance of publicly traded equity securities of companies in the Consumer Staples Select Sector Index.

Consumer Discretionary Select Sector SPDR Fund

XLY

The investment seeks investment results that, before expenses, correspond to the price and yield performance of publicly traded equity securities of companies in the Consumer Discretionary Select Sector Index.

Vanguard Real Estate ETF

VNQ

The investment seeks to provide a high level of income and moderate long-term capital appreciation by tracking the performance of the MSCI US Investable Market Real Estate 25/50 Index that measures the performance of publicly traded equity REITs and other real estate-related investments.

Utilities Select Sector SPDR Fund

XLU

The investment seeks to provide investment results that, before expenses, correspond generally to the price and yield performance of publicly traded equity securities of companies in the Utilities Select Sector Index.

Energy Select Sector SPDR Fund

XLE

The investment seeks to provide investment results that, before expenses, correspond generally to the price and yield performance of publicly traded equity securities of companies in the Energy Select Sector Index.

Industrial Select Sector SPDR Fund

XLI

The investment seeks to provide investment results that, before expenses, correspond generally to the price and yield performance of publicly traded equity securities of companies in the Industrial Select Sector Index.

Vanguard Telecom ETF

VOX

The investment seeks to track the performance of a benchmark index. The fund employs an indexing investment approach designed to track the performance of the MSCI US Investable Market Index (IMI)/Communication Services 25/50, an index made up of stocks of large, mid-size, and small U.S. companies within the communication services sector.

Materials Select Sector SPDR

XLB

The investment seeks to provide investment results that, before expenses, correspond generally to the price and yield performance of publicly traded equity securities of companies in the Materials Select Sector Index.

Bonds

Corporate Bonds

Vanguard Short-Term Corporate Bond

VCSH

The investment seeks to track the performance of a market-weighted corporate bond index with a short-term dollar-weighted average maturity. The fund employs an indexing investment approach designed to track the performance of the Bloomberg Barclays U.S. 1-5 Year Corporate Bond Index.

iShares iBoxx $ Investment Grade Corporate Bond ETF

LQD

The investment seeks to track the investment results of the Markit iBoxx USD Liquid Investment Grade Index.

Vanguard Total Bond Market ETF

BND

The investment seeks the performance of Bloomberg Barclays U.S. Aggregate Float Adjusted Index. Bloomberg Barclays U.S. Aggregate Float Adjusted Index measures the performance of a wide spectrum of public, investment-grade, taxable, fixed income securities in the United States-including government, corporate, and international dollar-denominated bonds, as well as mortgage-backed and asset-backed securities-all with maturities of more than 1 year.

Vanguard Long-Term Corporate Bond ETF

VCLT

The investment seeks to track the performance of a market-weighted corporate bond index with a long-term dollar-weighted average maturity. The fund employs an indexing investment approach designed to track the performance of the Bloomberg Barclays U.S. 10+ Year Corporate Bond Index.

SPDR Barclays High Yield Bond ETF

JNK

The investment seeks to provide investment results that correspond generally to the price and yield performance of the Bloomberg Barclays High Yield Very Liquid Index.

iShares Core International Aggregate Bond ETF

IAGG

The investment seeks to track the investment results of the Bloomberg Barclays Global Aggregate ex USD 10% Issuer Capped (Hedged) Index composed of global non-U.S. dollar-denominated investment-grade bonds that mitigates exposure to fluctuations between the value of the component currencies and the U.S. dollar.

Vanguard Total International Bond Index Fund ETF Shares

BNDX

The investment seeks to track the performance of a benchmark index that measures the investment return of non-U.S. dollar-denominated investment-grade bonds.

Treasury Securities

SPDR® Bloomberg Barclays 1-3 Month T-Bill ETF

BIL

The investment seeks to provide investment results that correspond generally to the price and yield performance of the Bloomberg Barclays 1-3 Month U.S. Treasury Bill Index.

Schwab Short-Term U.S. Treasury ETF

SCHO

The investment seeks to track as closely as possible, before fees and expenses, the total return of the Bloomberg Barclays US Treasury 1-3 Year Index. The index includes all publicly-issued U.S. Treasury securities that have a remaining maturity of greater than or equal to one year and less than three years, are rated investment grade, and have $300 million or more of outstanding face value.

Vanguard Intermediate-Term Treasury

VGIT

The investment seeks to track the performance of a market-weighted Treasury index with an intermediate-term dollar-weighted average maturity. The fund tracks the performance of the Bloomberg Barclays U.S. Treasury 3-10 Year Bond Index. This index includes fixed income securities issued by the U.S. Treasury (not including inflation-protected bonds), with maturities between 3 and 10 years.

iShares 7-10 Year Treasury Bond ETF

IEF

The investment seeks to track the investment results of the ICE U.S. Treasury 7-10 Year Bond Index. The underlying index measures the performance of public obligations of the U.S. Treasury that have a remaining maturity of greater than or equal to seven years and less than ten years.

Vanguard Long-Term Treasury ETF

VGLT

The investment seeks to track the performance of a market-weighted Treasury index with a long-term dollar-weighted average maturity. The fund tracks the performance of the Bloomberg Barclays U.S. Long Treasury Bond Index. This index includes fixed income securities issued by the U.S. Treasury (not including inflation-protected bonds), with maturities greater than 10 years.

Schwab U.S. TIPS ETF

SCHP

The investment seeks to track as closely as possible, before fees and expenses, the total return of the Bloomberg Barclays US Treasury Inflation-Linked Bond Index (Series-L)SM. The index includes all publicly-issued U.S. Treasury Inflation-Protected Securities (TIPS) that have at least one year remaining to maturity, are rated investment grade and have $500 million or more of outstanding face value.

Commodities

iShares Gold Trust

IAU

The investment seeks to reflect generally the performance of the price of gold. The advisor intends to constitute a simple and cost-effective means of making an investment similar to an investment in gold. An investment in physical gold requires expensive and sometimes complicated arrangements in connection with the assay, transportation, warehousing and insurance of the metal.

The iShares MSCI Global Select Metals & Mining Producers ETF

PICK

The investment seeks to track the investment results of the MSCI ACWI Select Metals & Mining Producers ex Gold and Silver Investable Market Index.  The index composed of global equities of companies primarily engaged in mining, extraction or production of diversified metals, excluding gold and silver.

iPath Pure Beta Broad Commodity ETN

BCM

The investment seeks to provide investors with exposure to the Barclays Commodity Index Pure Beta Total Return. The Barclays Commodity Index Pure Beta Total Return (the “index”) is comprised of a basket of exchange-traded futures contracts and reflects the returns that are potentially available through an unleveraged investment in the futures contracts on certain physical commodities.

iShares Silver Trust

SLV

The investment seeks to reflect generally the performance of the price of silver.

Aberdeen Standard Physical Palladium Shares ETF

PALL

The investment seeks to reflect the performance of the price of physical palladium, less the Trust’s expenses.

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