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Plan was created by kivalia on 8/20/2017.
Number of Followers: 4


COMMENTS plan comments help
comment plan brian 12/5/2019 12:49:06 PM
Plan is exactly correct as of today - back to Q2, 2018.

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TRANSACTIONS investment options help
The investment options available to you through the plan have changed? Add or remove any here and get up-to-date advice:



NameTickerActionDate 
Vanguard Total Bond Market Index Fund Institutional SharesVBTIXwas added by brian12/5/2019Remove
Vanguard Total Bond Market Index Fund Institutional SharesVBTIXwas removed by brian12/5/2019Remove
Fidelity Government Money Marketwas added by brian12/5/2019Remove
Vanguard Total Bond Market Index Fund Institutional SharesVBTIXwas added by brian12/5/2019Remove
PIMCO Total Return Fund Institutional ClassPTTRXwas added by brian12/5/2019Remove
T. Rowe Price International Value Eq Itrtixwas added by brian12/5/2019Remove
Vanguard REIT Index Fund Institutional SharesVGSNXwas added by brian12/5/2019Remove
Vanguard Total International Stock Index Fund Institutional SharesVTSNXwas added by brian12/5/2019Remove
Vanguard International Growth Fund Admiral SharesVWILXwas added by brian12/5/2019Remove
Vanguard Emerging Markets Stock Index Fund Institutional SharesVEMIXwas added by brian12/5/2019Remove
JPMorgan Small Cap Growth Fund Class R6JGSMXwas added by brian12/5/2019Remove
Vanguard Extended Market Index Fund Investor SharesVEXMXwas added by brian12/5/2019Remove
Vanguard Institutional Index Fund Institutional Plus SharesVIIIXwas added by brian12/5/2019Remove
Fidelity Contrafund Fund Class KFCNKXwas added by brian12/5/2019Remove
DFA U.S. Large Cap Value Portfolio Institutional ClassDFLVXwas added by brian12/5/2019Remove
Vanguard Target Retirement 2065 Fund Investor SharesVLXVXwas added by brian12/5/2019Remove
Vanguard Target Retirement 2060 Fund Investor SharesVTTSXwas added by brian12/5/2019Remove
Vanguard Target Retirement 2055 Fund Investor SharesVFFVXwas added by brian12/5/2019Remove
Vanguard Target Retirement 2050 Fund Investor SharesVFIFXwas added by brian12/5/2019Remove
Vanguard Target Retirement 2045 Fund Investor SharesVTIVXwas added by brian12/5/2019Remove
Vanguard Target Retirement 2040 Fund Investor SharesVFORXwas added by brian12/5/2019Remove
Vanguard Target Retirement 2035 Fund Investor SharesVTTHXwas added by brian12/5/2019Remove
Vanguard Target Retirement 2030 Fund Investor SharesVTHRXwas added by brian12/5/2019Remove
Vanguard Target Retirement 2025 Fund Investor SharesVTTVXwas added by brian12/5/2019Remove
Vanguard Target Retirement 2020 Fund Investor SharesVTWNXwas added by brian12/5/2019Remove
Vanguard Target Retirement 2015 Fund Investor SharesVTXVXwas added by brian12/5/2019Remove
Vanguard Target Retirement Income Fund Investor SharesVTINXwas added by brian12/5/2019Remove
Vanguard Total Bond Market Index Fund Institutional SharesVBTIXwas removed by brian12/5/2019Remove
PIMCO Total Return Fund Institutional ClassPTTRXwas removed by brian12/5/2019Remove
Vanguard REIT Index Fund Institutional SharesVGSNXwas removed by brian12/5/2019Remove
Vanguard Total International Stock Index Fund Institutional SharesVTSNXwas removed by brian12/5/2019Remove
Vanguard International Growth Fund Admiral SharesVWILXwas removed by brian12/5/2019Remove
Vanguard Emerging Markets Stock Index Fund Admiral SharesVEMAXwas removed by brian12/5/2019
JPMorgan Small Cap Growth Fund Class R6JGSMXwas removed by brian12/5/2019Remove
Vanguard Extended Market Index Fund Institutional SharesVIEIXwas removed by brian12/5/2019
Vanguard Institutional Index Fund Institutional SharesVINIXwas removed by brian12/5/2019
Fidelity Contrafund Fund Class KFCNKXwas removed by brian12/5/2019Remove
DFA U.S. Large Cap Value Portfolio Institutional ClassDFLVXwas removed by brian12/5/2019Remove
Fidelity Government Money Marketwas removed by brian12/5/2019Remove
Fidelity Investments Money Market Funds Government Portfolio Class IFIGXXwas added by kivalia8/20/2017Remove
Vanguard Total Bond Market Index Fund Institutional SharesVBTIXwas added by kivalia8/20/2017Remove
PIMCO Total Return Fund Institutional ClassPTTRXwas added by kivalia8/20/2017Remove
Vanguard REIT Index Fund Institutional SharesVGSNXwas added by kivalia8/20/2017Remove
Vanguard Total International Stock Index Fund Institutional SharesVTSNXwas added by kivalia8/20/2017Remove
Vanguard International Growth Fund Admiral SharesVWILXwas added by kivalia8/20/2017Remove
Vanguard Emerging Markets Stock Index Fund Admiral SharesVEMAXwas added by kivalia8/20/2017
JPMorgan Small Cap Growth Fund Class R6JGSMXwas added by kivalia8/20/2017Remove
Vanguard Extended Market Index Fund Institutional SharesVIEIXwas added by kivalia8/20/2017
Vanguard Institutional Index Fund Institutional SharesVINIXwas added by kivalia8/20/2017
Fidelity Contrafund Fund Class KFCNKXwas added by kivalia8/20/2017Remove
DFA U.S. Large Cap Value Portfolio Institutional ClassDFLVXwas added by kivalia8/20/2017Remove
Fidelity Government Money Marketwas added by kivalia8/20/2017Remove
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Plan Transactions

This section details the different updates made to the plan over time, such as when new investment options become available, etc...
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