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Personal Capital Corporation Retirement Trust

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Plan was created by brian on 8/12/2021.
Number of Followers: 1


COMMENTS plan comments help
comment plan brian 8/12/2021 2:55:58 PM
Plan is correct based on company's 2019 form 5500 filing. What's the deal with having so much overlap between mutual funds & ETFs.

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TRANSACTIONS investment options help
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NameTickerActionDate 
Vanguard FTSE Emerging Markets ETFVWOwas added by brian8/12/2021Remove
Vanguard REIT ETFVNQwas added by brian8/12/2021Remove
VanEck Vectors Emerging Markets Aggregate Bond ETFEMAGwas added by brian8/12/2021Remove
Vanguard Growth ETFVUGwas added by brian8/12/2021Remove
Vanguard Mid-Cap ETFVOwas added by brian8/12/2021Remove
Vanguard Small-Cap ETFVBwas added by brian8/12/2021Remove
Vanguard Total Bond Market ETFBNDwas added by brian8/12/2021Remove
Vanguard Total Stock Market ETFVTIwas added by brian8/12/2021Remove
Vanguard Value ETFVTVwas added by brian8/12/2021Remove
Vanguard Small-Cap Index Fund Admiral SharesVSMAXwas added by brian8/12/2021Remove
Vanguard Institutional Target Retirement Income Fund Institutional SharesVITRXwas added by brian8/12/2021Remove
Vanguard Institutional Target Retirement 2015 Fund Institutional SharesVITVXwas added by brian8/12/2021Remove
Vanguard Institutional Target Retirement 2020 Fund Institutional SharesVITWXwas added by brian8/12/2021Remove
Vanguard Institutional Target Retirement 2025 Fund Institutional SharesVRIVXwas added by brian8/12/2021Remove
Vanguard Institutional Target Retirement 2030 Fund Institutional SharesVTTWXwas added by brian8/12/2021Remove
Vanguard Institutional Target Retirement 2035 Fund Institutional SharesVITFXwas added by brian8/12/2021Remove
Vanguard Institutional Target Retirement 2040 Fund Institutional SharesVIRSXwas added by brian8/12/2021Remove
Vanguard Institutional Target Retirement 2045 Fund Institutional SharesVITLXwas added by brian8/12/2021Remove
Vanguard Institutional Target Retirement 2050 Fund Institutional SharesVTRLXwas added by brian8/12/2021Remove
Vanguard Institutional Target Retirement 2055 Fund Institutional SharesVIVLXwas added by brian8/12/2021Remove
Vanguard Emerging Markets Stock Index Fund Admiral SharesVEMAXwas added by brian8/12/2021Remove
Vanguard Total Bond Market Index Fund Admiral SharesVBTLXwas added by brian8/12/2021Remove
Vanguard Total International Stock Index Fund Admiral SharesVTIAXwas added by brian8/12/2021Remove
Vanguard Total Stock Market Index Fund Admiral SharesVTSAXwas added by brian8/12/2021Remove
Vanguard Value Index Fund Admiral SharesVVIAXwas added by brian8/12/2021Remove
iShares 7-10 Year Treasury Bond ETFIEFwas added by brian8/12/2021Remove
iShares iBoxx $ Investment Grade Corporate Bond ETFLQDwas added by brian8/12/2021Remove
iShares International Treasury Bond ETFIGOVwas added by brian8/12/2021Remove
iShares TIPS Bond ETFTIPwas added by brian8/12/2021Remove
SPDR S&P 500 ETF TrustSPYwas added by brian8/12/2021Remove
SPDR Barclays High Yield Bond ETFJNKwas added by brian8/12/2021Remove
Vanguard FTSE Developed Markets ETFVEAwas added by brian8/12/2021Remove
DFA Intermediate Government Fixed Income Portfolio Institutional ClassDFIGXwas added by brian8/12/2021Remove
Vanguard 500 Index Fund Admiral ClassVFIAXwas added by brian8/12/2021Remove
Vanguard Institutional Target Retirement 2060 Fund Institutional SharesVILVXwas added by brian8/12/2021Remove
Vanguard Growth Index Fund Admiral SharesVIGAXwas added by brian8/12/2021Remove
Vanguard Mid-Cap Index Fund Admiral SharesVIMAXwas added by brian8/12/2021Remove
Vanguard REIT Index Fund Admiral SharesVGSLXwas added by brian8/12/2021Remove
Vanguard Short-Term Bond Index Fund Admiral SharesVBIRXwas added by brian8/12/2021Remove
Vanguard FTSE All-World ex-US ETFVEUwas added by brian8/12/2021Remove
DFA Inflation-Protected Securities Portfolio Institutional ClassDIPSXwas added by brian8/12/2021Remove
Citibank Money Market Accountwas added by brian8/12/2021Remove
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