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DSI Innovations

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Plan was created by logantedder on 1/14/2016.
Number of Followers: 2


COMMENTS plan comments help
comment plan logantedder 4/28/2016 4:07:29 PM
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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 
American Funds EuroPacific Growth Fund Class R-4REREXwas added by logantedder1/3/2019Remove
T. Rowe Price New Horizons FundPRNHXwas added by logantedder1/3/2019Remove
Federated Clover Small Value Fund Institutional SharesVSFIXwas added by logantedder1/3/2019Remove
T. Rowe Price Mid-Cap Growth Fund Advisor ClassPAMCXwas added by logantedder1/3/2019Remove
John Hancock Funds Disciplined Value Mid Cap Fund Class IJVMIXwas added by logantedder1/3/2019Remove
Voya Large Cap Growth Portfolio Class IIEOHXwas added by logantedder1/3/2019Remove
American Funds Washington Mutual Investors Fund Class AAWSHXwas added by logantedder1/3/2019Remove
Fidelity Advisor Total Bond Fund Class IFEPIXwas added by logantedder1/3/2019Remove
Voya Solution Income Portfolio Class IISWIXwas added by logantedder1/3/2019Remove
Voya Solution 2055 Portfolio Class IIISPXwas added by logantedder1/3/2019Remove
Voya Solution 2050 Portfolio Class IISNQXwas added by logantedder1/3/2019Remove
Voya Solution 2045 Portfolio Class SISRSXwas added by logantedder1/3/2019Remove
Voya Solution 2040 Portfolio Class IISNLXwas added by logantedder1/3/2019Remove
Voya Solution 2035 Portfolio Class IISQIXwas added by logantedder1/3/2019Remove
Voya Solution 2030 Portfolio Class IISNGXwas added by logantedder1/3/2019Remove
Voya Solution 2025 Portfolio Class IISZIXwas added by logantedder1/3/2019Remove
Voya Solution 2020 Portfolio Class IISNBXwas added by logantedder1/3/2019Remove
Vanguard Mortgage-Backed Securities Index Fund Admiral SharesVMBSXwas removed by logantedder1/3/2019
Janus Triton Fund Class IJSMGXwas removed by logantedder1/3/2019
John Hancock Funds Retirement Choices at 2035 Portfolio Class R6JRYSXwas removed by logantedder1/3/2019
Prudential High-Yield Fund Class ZPHYZXwas removed by logantedder1/3/2019
Goldman Sachs U.S. Mortgages Fund InstitutionalGSUIXwas removed by logantedder1/3/2019
American Funds EuroPacific Growth Fund Class R-6RERGXwas removed by logantedder1/3/2019
John Hancock Funds Retirement Choices at 2020 Portfolio Class R6JRWSXwas removed by logantedder1/3/2019
DFA International Core Equity Portfolio Institutional ClassDFIEXwas removed by logantedder1/3/2019
Vanguard Short-Term Inflation-Protected Securities Index Fund Admiral SharesVTAPXwas removed by logantedder1/3/2019
DFA Inflation-Protected Securities Portfolio Institutional ClassDIPSXwas removed by logantedder1/3/2019
John Hancock Funds Retirement Choices at 2040 Portfolio Class R6JRRSXwas removed by logantedder1/3/2019
DFA Emerging Markets Core Equity Portfolio Institutional ClassDFCEXwas removed by logantedder1/3/2019
Vanguard Short-Term Federal Fund Admiral SharesVSGDXwas removed by logantedder1/3/2019
Metropolitan West Total Return Bond Fund Class IMWTIXwas removed by logantedder1/3/2019
DFA U.S. Small Cap Portfolio Institutional ClassDFSTXwas removed by logantedder1/3/2019
John Hancock Funds Retirement Choices at 2045 Portfolio Class R6JRVSXwas removed by logantedder1/3/2019
John Hancock Funds Retirement Choices at 2050 Portfolio Class R6JRISXwas removed by logantedder1/3/2019
Goldman Sachs Large Cap Growth Insights Fund Institutional ClassGCGIXwas removed by logantedder1/3/2019
Oppenheimer International Growth Fund Class YOIGYXwas removed by logantedder1/3/2019
Schwab S&P 500 Index FundSWPPXwas removed by logantedder1/3/2019
Vanguard Growth and Income Fund Admiral SharesVGIAXwas removed by logantedder1/3/2019
Vanguard Equity-Income Fund Admiral SharesVEIRXwas removed by logantedder1/3/2019
Principal MidCap Fund R-5 ClassPMBPXwas removed by logantedder1/3/2019
John Hancock Funds Retirement Choices Income Portfolio Class R6JRFSXwas removed by logantedder1/3/2019
Vanguard International Explorer Fund Investor SharesVINEXwas removed by logantedder1/3/2019
John Hancock Funds Retirement Choices at 2030 Portfolio Class R6JRHSXwas removed by logantedder1/3/2019
John Hancock Funds Retirement Choices at 2025 Portfolio Class R6JRESXwas removed by logantedder1/3/2019
Vanguard Mid-Cap Index Fund Admiral SharesVIMAXwas removed by logantedder1/3/2019
Federated U.S. Treasury Cash Reserves Institutional SharesUTIXXwas removed by logantedder1/3/2019
FedEx CorporationFDXwas removed by logantedder7/23/2018
FedEx CorporationFDXwas added by logantedder7/23/2018
Vanguard Windsor Fund Investor ShareVWNDXwas removed by logantedder7/23/2018
Federated U.S. Treasury Cash Reserves Institutional SharesUTIXXwas added by logantedder5/14/2018
Vanguard Windsor Fund Investor ShareVWNDXwas added by logantedder5/14/2018
Vanguard Mid-Cap Index Fund Admiral SharesVIMAXwas added by logantedder5/14/2018
Vanguard International Explorer Fund Investor SharesVINEXwas added by logantedder5/14/2018
Vanguard Growth and Income Fund Admiral SharesVGIAXwas added by logantedder5/14/2018
Vanguard Equity-Income Fund Admiral SharesVEIRXwas added by logantedder5/14/2018
Schwab S&P 500 Index FundSWPPXwas added by logantedder5/14/2018
Principal MidCap Fund R-5 ClassPMBPXwas added by logantedder5/14/2018
Oppenheimer International Growth Fund Class YOIGYXwas added by logantedder5/14/2018
John Hancock Funds Retirement Choices Income Portfolio Class R6JRFSXwas added by logantedder5/14/2018
John Hancock Funds Retirement Choices at 2050 Portfolio Class R6JRISXwas added by logantedder5/14/2018
John Hancock Funds Retirement Choices at 2045 Portfolio Class R6JRVSXwas added by logantedder5/14/2018
John Hancock Funds Retirement Choices at 2040 Portfolio Class R6JRRSXwas added by logantedder5/14/2018
John Hancock Funds Retirement Choices at 2035 Portfolio Class R6JRYSXwas added by logantedder5/14/2018
John Hancock Funds Retirement Choices at 2030 Portfolio Class R6JRHSXwas added by logantedder5/14/2018
John Hancock Funds Retirement Choices at 2025 Portfolio Class R6JRESXwas added by logantedder5/14/2018
John Hancock Funds Retirement Choices at 2020 Portfolio Class R6JRWSXwas added by logantedder5/14/2018
Janus Triton Fund Class IJSMGXwas added by logantedder5/14/2018
Goldman Sachs Large Cap Growth Insights Fund Institutional ClassGCGIXwas added by logantedder5/14/2018
DFA U.S. Small Cap Portfolio Institutional ClassDFSTXwas added by logantedder5/14/2018
DFA International Core Equity Portfolio Institutional ClassDFIEXwas added by logantedder5/14/2018
DFA Emerging Markets Core Equity Portfolio Institutional ClassDFCEXwas added by logantedder5/14/2018
American Funds EuroPacific Growth Fund Class R-6RERGXwas added by logantedder5/14/2018
Vanguard Short-Term Inflation-Protected Securities Index Fund Admiral SharesVTAPXwas added by logantedder5/14/2018
Vanguard Short-Term Federal Fund Admiral SharesVSGDXwas added by logantedder5/14/2018
Vanguard Mortgage-Backed Securities Index Fund Admiral SharesVMBSXwas added by logantedder5/14/2018
Prudential High-Yield Fund Class ZPHYZXwas added by logantedder5/14/2018
Metropolitan West Total Return Bond Fund Class IMWTIXwas added by logantedder5/14/2018
Goldman Sachs U.S. Mortgages Fund InstitutionalGSUIXwas added by logantedder5/14/2018
DFA Inflation-Protected Securities Portfolio Institutional ClassDIPSXwas added by logantedder5/14/2018
Goldman Sachs Large Cap Growth Insights Fund Institutional ClassGCGIXwas removed by logantedder5/14/2018
Vanguard Windsor Fund Investor ShareVWNDXwas removed by logantedder5/14/2018
DFA Emerging Markets Core Equity Portfolio Institutional ClassDFCEXwas removed by logantedder5/14/2018
Prudential High-Yield Fund Class ZPHYZXwas removed by logantedder5/14/2018
DFA International Core Equity Portfolio Institutional ClassDFIEXwas removed by logantedder5/14/2018
DFA U.S. Small Cap Portfolio Institutional ClassDFSTXwas removed by logantedder5/14/2018
Schwab S&P 500 Index FundSWPPXwas removed by logantedder5/14/2018
Principal MidCap Fund R-5 ClassPMBPXwas removed by logantedder5/14/2018
Oppenheimer International Growth Fund Class YOIGYXwas removed by logantedder5/14/2018
Vanguard International Explorer Fund Investor SharesVINEXwas removed by logantedder5/14/2018
Janus Triton Fund Class IJSMGXwas removed by logantedder5/14/2018
Metropolitan West Total Return Bond Fund Class IMWTIXwas removed by logantedder5/14/2018
DFA Inflation-Protected Securities Portfolio Institutional ClassDIPSXwas removed by logantedder5/14/2018
Vanguard Short-Term Federal Fund Admiral SharesVSGDXwas removed by logantedder5/14/2018
Goldman Sachs U.S. Mortgages Fund InstitutionalGSUIXwas removed by logantedder5/14/2018
John Hancock Funds Retirement Choices Income Portfolio Class R6JRFSXwas removed by logantedder5/14/2018
John Hancock Funds Retirement Choices at 2020 Portfolio Class R6JRWSXwas removed by logantedder5/14/2018
John Hancock Funds Retirement Choices at 2025 Portfolio Class R6JRESXwas removed by logantedder5/14/2018
John Hancock Funds Retirement Choices at 2030 Portfolio Class R6JRHSXwas removed by logantedder5/14/2018
John Hancock Funds Retirement Choices at 2035 Portfolio Class R6JRYSXwas removed by logantedder5/14/2018
John Hancock Funds Retirement Choices at 2040 Portfolio Class R6JRRSXwas removed by logantedder5/14/2018
John Hancock Funds Retirement Choices at 2045 Portfolio Class R6JRVSXwas removed by logantedder5/14/2018
John Hancock Funds Retirement Choices at 2050 Portfolio Class R6JRISXwas removed by logantedder5/14/2018
Vanguard Mid-Cap Index Fund Admiral SharesVIMAXwas removed by logantedder5/14/2018
Federated U.S. Treasury Cash Reserves Institutional SharesUTIXXwas removed by logantedder5/14/2018
Vanguard Growth and Income Fund Admiral SharesVGIAXwas removed by logantedder5/14/2018
Vanguard Growth and Income Fund Admiral SharesVGIAXwas added by logantedder4/20/2018
Federated U.S. Treasury Cash Reserves Institutional SharesUTIXXwas added by logantedder4/20/2018
Vanguard Mid-Cap Index Fund Admiral SharesVIMAXwas added by logantedder4/20/2018
John Hancock Funds Retirement Choices at 2050 Portfolio Class R6JRISXwas added by logantedder4/20/2018
John Hancock Funds Retirement Choices at 2045 Portfolio Class R6JRVSXwas added by logantedder4/20/2018
John Hancock Funds Retirement Choices at 2040 Portfolio Class R6JRRSXwas added by logantedder4/20/2018
John Hancock Funds Retirement Choices at 2035 Portfolio Class R6JRYSXwas added by logantedder4/20/2018
John Hancock Funds Retirement Choices at 2030 Portfolio Class R6JRHSXwas added by logantedder4/20/2018
John Hancock Funds Retirement Choices at 2025 Portfolio Class R6JRESXwas added by logantedder4/20/2018
John Hancock Funds Retirement Choices at 2020 Portfolio Class R6JRWSXwas added by logantedder4/20/2018
John Hancock Funds Retirement Choices Income Portfolio Class R6JRFSXwas added by logantedder4/20/2018
Goldman Sachs U.S. Mortgages Fund InstitutionalGSUIXwas added by logantedder4/20/2018
Vanguard Short-Term Federal Fund Admiral SharesVSGDXwas added by logantedder4/20/2018
DFA Inflation-Protected Securities Portfolio Institutional ClassDIPSXwas added by logantedder4/20/2018
Metropolitan West Total Return Bond Fund Class IMWTIXwas added by logantedder4/20/2018
Janus Triton Fund Class IJSMGXwas added by logantedder4/20/2018
Vanguard International Explorer Fund Investor SharesVINEXwas added by logantedder4/20/2018
Oppenheimer International Growth Fund Class YOIGYXwas added by logantedder4/20/2018
Principal MidCap Fund R-5 ClassPMBPXwas added by logantedder4/20/2018
Schwab S&P 500 Index FundSWPPXwas added by logantedder4/20/2018
DFA U.S. Small Cap Portfolio Institutional ClassDFSTXwas added by logantedder4/20/2018
DFA International Core Equity Portfolio Institutional ClassDFIEXwas added by logantedder4/20/2018
Prudential High-Yield Fund Class ZPHYZXwas added by logantedder4/20/2018
Goldman Sachs Large Cap Growth Insights Fund Institutional ClassGCGIXwas added by logantedder4/20/2018
DFA Emerging Markets Core Equity Portfolio Institutional ClassDFCEXwas added by logantedder4/20/2018
Vanguard Windsor Fund Investor ShareVWNDXwas added by logantedder4/20/2018
Goldman Sachs Large Cap Growth Insights Fund Institutional ClassGCGIXwas removed by logantedder4/20/2018
John Hancock Funds Retirement Choices at 2020 Portfolio Class R6JRWSXwas removed by logantedder4/20/2018
John Hancock Funds Retirement Choices at 2045 Portfolio Class R6JRVSXwas removed by logantedder4/20/2018
DFA Emerging Markets Core Equity Portfolio Institutional ClassDFCEXwas removed by logantedder4/20/2018
Janus Triton Fund Class IJSMGXwas removed by logantedder4/20/2018
John Hancock Funds Retirement Choices at 2050 Portfolio Class R6JRISXwas removed by logantedder4/20/2018
Federated U.S. Treasury Cash Reserves Institutional SharesUTIXXwas removed by logantedder4/20/2018
John Hancock Funds Retirement Choices at 2040 Portfolio Class R6JRRSXwas removed by logantedder4/20/2018
John Hancock Funds Retirement Choices at 2035 Portfolio Class R6JRYSXwas removed by logantedder4/20/2018
John Hancock Funds Retirement Choices at 2030 Portfolio Class R6JRHSXwas removed by logantedder4/20/2018
DFA International Core Equity Portfolio Institutional ClassDFIEXwas removed by logantedder4/20/2018
DFA Inflation-Protected Securities Portfolio Institutional ClassDIPSXwas removed by logantedder4/20/2018
John Hancock Funds Retirement Choices Income Portfolio Class R6JRFSXwas removed by logantedder4/20/2018
John Hancock Funds Retirement Choices at 2025 Portfolio Class R6JRESXwas removed by logantedder4/20/2018
DFA U.S. Small Cap Portfolio Institutional ClassDFSTXwas removed by logantedder4/20/2018
Metropolitan West Total Return Bond Fund Class IMWTIXwas removed by logantedder4/20/2018
Goldman Sachs U.S. Mortgages Fund InstitutionalGSUIXwas removed by logantedder4/20/2018
Oppenheimer International Growth Fund Class YOIGYXwas removed by logantedder4/20/2018
Principal MidCap Fund R-5 ClassPMBPXwas removed by logantedder4/20/2018
Schwab S&P 500 Index FundSWPPXwas removed by logantedder4/20/2018
Prudential High-Yield Fund Class ZPHYZXwas removed by logantedder4/20/2018
Vanguard Growth and Income Fund Admiral SharesVGIAXwas removed by logantedder4/20/2018
Vanguard International Explorer Fund Investor SharesVINEXwas removed by logantedder4/20/2018
Vanguard Mid-Cap Index Fund Admiral SharesVIMAXwas removed by logantedder4/20/2018
Vanguard Short-Term Federal Fund Admiral SharesVSGDXwas removed by logantedder4/20/2018
Vanguard Windsor Fund Investor ShareVWNDXwas removed by logantedder4/20/2018
Vanguard Windsor Fund Investor ShareVWNDXwas added by logantedder7/13/2017
Vanguard Short-Term Federal Fund Admiral SharesVSGDXwas added by logantedder7/13/2017
Vanguard Mid-Cap Index Fund Admiral SharesVIMAXwas added by logantedder7/13/2017
Vanguard International Explorer Fund Investor SharesVINEXwas added by logantedder7/13/2017
Vanguard Growth and Income Fund Admiral SharesVGIAXwas added by logantedder7/13/2017
Schwab S&P 500 Index FundSWPPXwas added by logantedder7/13/2017
Prudential High-Yield Fund Class ZPHYZXwas added by logantedder7/13/2017
Principal MidCap Fund R-5 ClassPMBPXwas added by logantedder7/13/2017
Oppenheimer International Growth Fund Class YOIGYXwas added by logantedder7/13/2017
Metropolitan West Total Return Bond Fund Class IMWTIXwas added by logantedder7/13/2017
John Hancock Funds Retirement Choices Income Portfolio Class R6JRFSXwas added by logantedder7/13/2017
John Hancock Funds Retirement Choices at 2050 Portfolio Class R6JRISXwas added by logantedder7/13/2017
John Hancock Funds Retirement Choices at 2045 Portfolio Class R6JRVSXwas added by logantedder7/13/2017
John Hancock Funds Retirement Choices at 2040 Portfolio Class R6JRRSXwas added by logantedder7/13/2017
John Hancock Funds Retirement Choices at 2035 Portfolio Class R6JRYSXwas added by logantedder7/13/2017
John Hancock Funds Retirement Choices at 2030 Portfolio Class R6JRHSXwas added by logantedder7/13/2017
John Hancock Funds Retirement Choices at 2025 Portfolio Class R6JRESXwas added by logantedder7/13/2017
John Hancock Funds Retirement Choices at 2020 Portfolio Class R6JRWSXwas added by logantedder7/13/2017
Janus Triton Fund Class IJSMGXwas added by logantedder7/13/2017
Goldman Sachs U.S. Mortgages Fund InstitutionalGSUIXwas added by logantedder7/13/2017
Goldman Sachs Large Cap Growth Insights Fund Institutional ClassGCGIXwas added by logantedder7/13/2017
Federated U.S. Treasury Cash Reserves Institutional SharesUTIXXwas added by logantedder7/13/2017
DFA U.S. Small Cap Portfolio Institutional ClassDFSTXwas added by logantedder7/13/2017
DFA International Core Equity Portfolio Institutional ClassDFIEXwas added by logantedder7/13/2017
DFA Inflation-Protected Securities Portfolio Institutional ClassDIPSXwas added by logantedder7/13/2017
DFA Inflation-Protected Securities Portfolio Institutional ClassDIPSXwas removed by logantedder7/13/2017
DFA Inflation-Protected Securities Portfolio Institutional ClassDIPSXwas added by logantedder7/13/2017
DFA Emerging Markets Core Equity Portfolio Institutional ClassDFCEXwas added by logantedder7/13/2017
DFA Inflation-Protected Securities Portfolio Institutional ClassDIPSXwas removed by logantedder7/13/2017
Oppenheimer International Small-Mid Company Fund Class YOSMYXwas removed by logantedder7/13/2017
Janus Triton Fund Class IJSMGXwas removed by logantedder7/13/2017
Metropolitan West Total Return Bond Fund Class IMWTIXwas removed by logantedder7/13/2017
MFS International Value Fund Class R4MINHXwas removed by logantedder7/13/2017
Principal MidCap Fund R-5 ClassPMBPXwas removed by logantedder7/13/2017
Prudential High-Yield Fund Class ZPHYZXwas removed by logantedder7/13/2017
Goldman Sachs U.S. Mortgages Fund InstitutionalGSUIXwas removed by logantedder7/13/2017
Schwab S&P 500 Index FundSWPPXwas removed by logantedder7/13/2017
Vanguard Mid-Cap Index Fund Admiral SharesVIMAXwas removed by logantedder7/13/2017
Vanguard Short-Term Federal Fund Admiral SharesVSGDXwas removed by logantedder7/13/2017
Vanguard Windsor Fund Investor ShareVWNDXwas removed by logantedder7/13/2017
Wells Fargo Premier Large Company Growth Fund - Class InstEKJYXwas removed by logantedder7/13/2017
Virtus Emerging Markets Opportunities Fund Class IHIEMXwas removed by logantedder7/13/2017
Vanguard Growth and Income Fund Investor SharesVQNPXwas removed by logantedder7/13/2017
Oppenheimer International Growth Fund Class YOIGYXwas removed by logantedder7/13/2017
DFA U.S. Small Cap Portfolio Institutional ClassDFSTXwas removed by logantedder7/13/2017
Goldman Sachs Small Cap Value Fund InstitutionalGSSIXwas removed by logantedder4/28/2016
DFA U.S. Small Cap Portfolio Institutional ClassDFSTXwas added by logantedder4/28/2016
DFA U.S. Small Cap Portfolio Institutional ClassDFSTXwas removed by logantedder4/28/2016
Goldman Sachs Small Cap Value Fund InstitutionalGSSIXwas added by logantedder4/28/2016
Oppenheimer International Diversified Fund Class YOIDYXwas removed by logantedder4/20/2016
Oppenheimer International Growth Fund Class YOIGYXwas added by logantedder4/20/2016
American Century Equity Growth Fund Investor ClassBEQGXwas removed by logantedder4/20/2016
Vanguard Growth and Income Fund Investor SharesVQNPXwas added by logantedder4/20/2016
Goldman Sachs Small Cap Value Fund InstitutionalGSSIXwas removed by logantedder4/20/2016
Krispy Kreme DoughnutsKKDwas removed by logantedder4/20/2016
DFA U.S. Small Cap Portfolio Institutional ClassDFSTXwas added by logantedder4/20/2016
Krispy Kreme DoughnutsKKDwas added by logantedder4/5/2016
Krispy Kreme DoughnutsKKDwas removed by logantedder4/5/2016
Krispy Kreme DoughnutsKKDwas added by logantedder4/5/2016
Vanguard Mid-Cap Index Fund Admiral SharesVIMAXwas added by logantedder1/14/2016
Vanguard Short-Term Federal Fund Admiral SharesVSGDXwas added by logantedder1/14/2016
Vanguard Windsor Fund Investor ShareVWNDXwas added by logantedder1/14/2016
Virtus Emerging Markets Opportunities Fund Class IHIEMXwas added by logantedder1/14/2016
Wells Fargo Premier Large Company Growth Fund - Class InstEKJYXwas added by logantedder1/14/2016
Goldman Sachs Small Cap Value Fund InstitutionalGSSIXwas added by logantedder1/14/2016
Goldman Sachs U.S. Mortgages Fund InstitutionalGSUIXwas added by logantedder1/14/2016
Janus Triton Fund Class IJSMGXwas added by logantedder1/14/2016
Metropolitan West Total Return Bond Fund Class IMWTIXwas added by logantedder1/14/2016
MFS International Value Fund Class R4MINHXwas added by logantedder1/14/2016
Oppenheimer International Diversified Fund Class YOIDYXwas added by logantedder1/14/2016
Oppenheimer International Small-Mid Company Fund Class YOSMYXwas added by logantedder1/14/2016
Principal MidCap Fund R-5 ClassPMBPXwas added by logantedder1/14/2016
Prudential High-Yield Fund Class ZPHYZXwas added by logantedder1/14/2016
Schwab S&P 500 Index FundSWPPXwas added by logantedder1/14/2016
US Cash / Money MarketUSCASHwas added by logantedder1/14/2016Remove
American Century Equity Growth Fund Investor ClassBEQGXwas added by logantedder1/14/2016
DFA Inflation-Protected Securities Portfolio Institutional ClassDIPSXwas added by logantedder1/14/2016
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Plan Transactions

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