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Plan was created by
kivalia on 8/20/2017
.
Number of Followers:
5
COMMENTS
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brian
12/5/2019 12:49:06 PM
Plan is exactly correct as of today - back to Q2, 2018.
brian
6/10/2021 5:40:31 PM
Plan is exactly correct as of 5/21/21.
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Plan Comments
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TRANSACTIONS
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The investment options available to you through the plan have changed? Add or remove any here and get up-to-date advice:
Name
Ticker
Action
Date
Fidelity Investments Money Market Funds Government Portfolio Class I
FIGXX
was removed by brian
6/10/2021
Vanguard Total Bond Market Index Fund Institutional Shares
VBTIX
was added by brian
12/5/2019
Remove
Vanguard Total Bond Market Index Fund Institutional Shares
VBTIX
was removed by brian
12/5/2019
Remove
Fidelity Government Money Market
was added by brian
12/5/2019
Remove
Vanguard Total Bond Market Index Fund Institutional Shares
VBTIX
was added by brian
12/5/2019
Remove
PIMCO Total Return Fund Institutional Class
PTTRX
was added by brian
12/5/2019
Remove
T. Rowe Price International Value Eq I
trtix
was added by brian
12/5/2019
Remove
Vanguard REIT Index Fund Institutional Shares
VGSNX
was added by brian
12/5/2019
Remove
Vanguard Total International Stock Index Fund Institutional Shares
VTSNX
was added by brian
12/5/2019
Remove
Vanguard International Growth Fund Admiral Shares
VWILX
was added by brian
12/5/2019
Remove
Vanguard Emerging Markets Stock Index Fund Institutional Shares
VEMIX
was added by brian
12/5/2019
Remove
JPMorgan Small Cap Growth Fund Class R6
JGSMX
was added by brian
12/5/2019
Remove
Vanguard Extended Market Index Fund Investor Shares
VEXMX
was added by brian
12/5/2019
Remove
Vanguard Institutional Index Fund Institutional Plus Shares
VIIIX
was added by brian
12/5/2019
Remove
Fidelity Contrafund Fund Class K
FCNKX
was added by brian
12/5/2019
Remove
DFA U.S. Large Cap Value Portfolio Institutional Class
DFLVX
was added by brian
12/5/2019
Remove
Vanguard Target Retirement 2065 Fund Investor Shares
VLXVX
was added by brian
12/5/2019
Remove
Vanguard Target Retirement 2060 Fund Investor Shares
VTTSX
was added by brian
12/5/2019
Remove
Vanguard Target Retirement 2055 Fund Investor Shares
VFFVX
was added by brian
12/5/2019
Remove
Vanguard Target Retirement 2050 Fund Investor Shares
VFIFX
was added by brian
12/5/2019
Remove
Vanguard Target Retirement 2045 Fund Investor Shares
VTIVX
was added by brian
12/5/2019
Remove
Vanguard Target Retirement 2040 Fund Investor Shares
VFORX
was added by brian
12/5/2019
Remove
Vanguard Target Retirement 2035 Fund Investor Shares
VTTHX
was added by brian
12/5/2019
Remove
Vanguard Target Retirement 2030 Fund Investor Shares
VTHRX
was added by brian
12/5/2019
Remove
Vanguard Target Retirement 2025 Fund Investor Shares
VTTVX
was added by brian
12/5/2019
Remove
Vanguard Target Retirement 2020 Fund Investor Shares
VTWNX
was added by brian
12/5/2019
Remove
Vanguard Target Retirement 2015 Fund Investor Shares
VTXVX
was added by brian
12/5/2019
Remove
Vanguard Target Retirement Income Fund Investor Shares
VTINX
was added by brian
12/5/2019
Remove
Vanguard Total Bond Market Index Fund Institutional Shares
VBTIX
was removed by brian
12/5/2019
Remove
PIMCO Total Return Fund Institutional Class
PTTRX
was removed by brian
12/5/2019
Remove
Vanguard REIT Index Fund Institutional Shares
VGSNX
was removed by brian
12/5/2019
Remove
Vanguard Total International Stock Index Fund Institutional Shares
VTSNX
was removed by brian
12/5/2019
Remove
Vanguard International Growth Fund Admiral Shares
VWILX
was removed by brian
12/5/2019
Remove
Vanguard Emerging Markets Stock Index Fund Admiral Shares
VEMAX
was removed by brian
12/5/2019
JPMorgan Small Cap Growth Fund Class R6
JGSMX
was removed by brian
12/5/2019
Remove
Vanguard Extended Market Index Fund Institutional Shares
VIEIX
was removed by brian
12/5/2019
Vanguard Institutional Index Fund Institutional Shares
VINIX
was removed by brian
12/5/2019
Fidelity Contrafund Fund Class K
FCNKX
was removed by brian
12/5/2019
Remove
DFA U.S. Large Cap Value Portfolio Institutional Class
DFLVX
was removed by brian
12/5/2019
Remove
Fidelity Government Money Market
was removed by brian
12/5/2019
Remove
Fidelity Investments Money Market Funds Government Portfolio Class I
FIGXX
was added by kivalia
8/20/2017
Vanguard Total Bond Market Index Fund Institutional Shares
VBTIX
was added by kivalia
8/20/2017
Remove
PIMCO Total Return Fund Institutional Class
PTTRX
was added by kivalia
8/20/2017
Remove
Vanguard REIT Index Fund Institutional Shares
VGSNX
was added by kivalia
8/20/2017
Remove
Vanguard Total International Stock Index Fund Institutional Shares
VTSNX
was added by kivalia
8/20/2017
Remove
Vanguard International Growth Fund Admiral Shares
VWILX
was added by kivalia
8/20/2017
Remove
JPMorgan Small Cap Growth Fund Class R6
JGSMX
was added by kivalia
8/20/2017
Remove
Vanguard Emerging Markets Stock Index Fund Admiral Shares
VEMAX
was added by kivalia
8/20/2017
Vanguard Extended Market Index Fund Institutional Shares
VIEIX
was added by kivalia
8/20/2017
Vanguard Institutional Index Fund Institutional Shares
VINIX
was added by kivalia
8/20/2017
Fidelity Contrafund Fund Class K
FCNKX
was added by kivalia
8/20/2017
Remove
DFA U.S. Large Cap Value Portfolio Institutional Class
DFLVX
was added by kivalia
8/20/2017
Remove
Fidelity Government Money Market
was added by kivalia
8/20/2017
Remove
Plan Transactions
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