For Vanguard Investors

Content last updated December, 2018.

For Vanguard Investors

Your GoldenEggInvesting® Millennial/GenX Vanguard Fund Retirement Investing Plan

May work best for those who are more than 15 years from retirement

GoldenEgg-Vanguard-GenX-Chart

  • Vanguard Total Stock Market
  • Vanguard FTSE All-World ex-US
  • Vanguard Intermediate-Term Investment-Grade Bond
  • Vanguard Short-Term Bond Index
  • Vanguard Inflation-Protected Securities IndexVanguard Inflation-Protected Securities IndexVanguard Inflation-Protected Securities Index Vanguard Inflation-Protected Securities Index
ETF Ticker Asset Class % of Holdings $ Value*
Vanguard Total Stock Market** VTSAX U.S. Stocks 40% $40,000
Vanguard FTSE All-World ex-US ** VFWAX Intl. Stocks 15% $15,000
Vanguard Intermediate-Term Investment-Grade Bond VFICX Intermediate-Term Corp. Bonds 20% $20,000
Vanguard Short-Term Bond Index** VSCSX Short-Term Bonds 10% $10,000
Vanguard Inflation-Protected Securities Index**

 

Vanguard Precios Metals & Mining

 

VIPSX

 

VGPMX

Inflation-Protected Treasuries

 

Precious Metals

 

10%

 

5%

 

 

$10,000

 

 

$5,000

 

 

Total Investment Value 100% $100,000
Total Expenses*** 0.12% $122.00

*Based on $100,000 in retirement assets.
**Admiral share class. Slightly higher fees on Investor share class.
***Does not include trading commissions or cost of GoldenEgg Investing™ subscription.

Your GoldenEgg Investing® Standard Vanguard Fund Plan

May work best for people who plan to retire in 8 to 15 years

GoldenEgg-Vanguard-StandardPlans-Chart

  • Vanguard Total Stock Market
  • Vanguard FTSE All-World ex-US
  • Vanguard Intermediate-Term Investment-Grade Bond
  • Vanguard Short-Term Bond Index
  • Vanguard Intermediate-Term Treasury
  • Vanguard Inflation-Protected Securities Index
  • Vanguard Prime Money Market
ETF Ticker Asset Class % of Holdings $ Value*
Vanguard Total Stock Market** VTSAX U.S. Stocks 25% $25,000
Vanguard FTSE All-World ex-US ** VFWAX Intl. Stocks 20% $20,000
Vanguard Intermediate-Term  Investment-Grade Bond VFICX Intermediate-Term Corp. Bonds 10% $10,000
Vanguard Short-Term Bond Index** VSCSX Short-Term Bonds 10% $10,000
Vanguard Intermediate-Term Treasury ** VFIUX Intermediate-Term U.S. Treasury Bonds 10% $10,000
Vanguard Inflation-Protected Securities Index** VIPSX Inflation-Protected Treasuries 10% $10,000
Vanguard Prime Money Market

Vanguard Precious Metals & Mining

 

 VMMXX

VGPMX

 

 Money Market Fund

Precious Metals

 

10%

5%

 

$10,000

$5,000

 

Total Investment Value 100% $100,000
Total Expenses*** 0.12% $118.00

*Based on $100,000 in retirement assets.
**Admiral share class. Slightly higher fees on Investor share class.
***Does not include trading commissions or cost of GoldenEgg Investing™ subscription.

For more explanations of these plans, click on “How Our Plans Work” in drop-down menu.

Your GoldenEgg Investing® Conservative Vanguard Fund Plan

May work best for people who plan to retire in 1 to 7 years

GoldenEgg-Vanguard-ConservativePlans-Chart

  • Vanguard Total Stock Market
  • Vanguard FTSE All-World ex-US
  • Vanguard Intermediate-Term Investment-Grade Bond
  • Vanguard Short-Term Bond Index
  • Vanguard Intermediate-Term Treasury
  • Vanguard Inflation-Protected Securities Index
  • Vanguard Prime Money Market
ETF Ticker Asset Class % of Holdings $ Value*
Vanguard Total Stock Market** VTSAX U.S. Stocks 30% $30,000
Vanguard FTSE All-World ex-US** VFWAX Intl. Stocks 15% $15,000
Vanguard Intermediate-Term Investment-Grade Bond VFICX Intermediate-Term Corporate Bonds 10% $10,000
Vanguard Short-Term Bond Index** VSCSX Short-Term Bonds 10% $10,000
Vanguard Intermediate-Term Treasury** VFIUX Intermediate-Term U.S. Treasury Bonds 10% $10,000
Vanguard Inflation-Protected Securities Index** VIPSX Inflation-Protected Treasuries 10% $10,000
Vanguard Prime Money Market

Vanguard Precious Metals & Mining

 

 VMMXX

VGPMX

 

 Money Market Fund

Precious Metals

 

10%

5%

 

$10,000

$5,000

 

Total Investment Value 100% $100,000
Total Expenses*** 0.13% $125.00

*Based on $100,000 in retirement assets.
**Admiral share class. Slightly higher fees on Investor share class.
***Does not include trading commissions or cost of GoldenEgg Investing™ subscription.

For more explanations of these plans, click on “How Our Plans Work” in drop-down menu.

Your GoldenEgg Investing® Retiree Vanguard Fund Plan

May work best for people who are already retired

GoldenEgg_Retiree Vanguard Fund Plan

  • Vanguard Total Stock Market
  • Vanguard Dividend Growth
  • Vanguard FTSE All-World Ex-U.S.
  • Vanguard Intermediate-Term Investment-Grade Bond
  • Vanguard Short-Term Bond Index
  • Vanguard Inflation-Protected Securities Index
  • Vanguard Intermediate-Term Treasury
  • Vanguard Prime Money Market
ETF Ticker Asset Class % of Holdings $ Value*
Vanguard Total Stock Market** VTSAX U.S. Stocks 20% $20,000
Vanguard Dividend Appreciation ETF**** VIG U.S. Dividend Stocks 10% $10,000
Vanguard FTSE All-World ex-US** VFWAX International Stocks 10% $10,000
Vanguard Intermediate-Term Investment-Grade Bond VFICX Intermediate-Term Corporate Bonds 15% $15,000
Vanguard Short-Term Bond Index** VSCSX Short-Term Bonds 10% $10,000
 Vanguard Inflation-Protected Securities Index**  VIPSX Inflation-Protected Treasuries  10%  $10,000
Vanguard Intermediate-Term Treasury** VFIUX Intermediate-Term U.S. Treasury Bonds 10% $10,000
Vanguard Prime Money Market

Vanguard Precious Metals & Mining

 VMMXX

VGPMX

Money Market Fund

Precious Metals

10%

5%

$10,000

$5,000

Total Investment Value 100% $100,000
Total Expenses*** 0.12% $118.00

*Based on $100,000 in retirement assets.
**Admiral share class. Slightly higher fees on Investor share class.
***Does not include trading commissions or cost of GoldenEgg Investing® subscription.

****Vanguard Dividend Growth Fund (VDIGX) is closed to new investors. This is the equivalent ETF.

For more explanations of these plans, click on “How Our Plans Work” in drop-down menu.