Kivalia Investment Advice Platform Log In / Sign Up
401k, 403b plan

ssd23

Send me updates


Share this plan


Plan was created by joel.kahle on 1/31/2016.
Number of Followers: 0


COMMENTS plan comments help
Add Comment
To add a new comment
Log In or Sign Up
close help

Plan Comments

Join the conversation and comment or ask questions about the plan, its investment options, or the model portfolios provided.


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 Institutional Index Fund Institutional SharesVINIXwas removed by joel.kahle1/31/2016
Metropolitan West Total Return Bond Fund Plan ClassMWTSXwas added by joel.kahle1/31/2016Remove
Fidelity Capital & Income FundFAGIXwas added by joel.kahle1/31/2016Remove
American Beacon Small Cap Value Fund Class InstitutionalAVFIXwas added by joel.kahle1/31/2016Remove
Vanguard Explorer Fund Admiral SharesVEXRXwas added by joel.kahle1/31/2016Remove
American Funds New Perspective Fund Class R-6RNPGXwas added by joel.kahle1/31/2016Remove
Vanguard Total International Stock Index Fund Institutional SharesVTSNXwas added by joel.kahle1/31/2016Remove
Vanguard Target Retirement 2055 Fund Investor SharesVFFVXwas added by joel.kahle1/31/2016Remove
Vanguard Target Retirement 2050 Fund Investor SharesVFIFXwas added by joel.kahle1/31/2016Remove
Vanguard Target Retirement 2045 Fund Investor SharesVTIVXwas added by joel.kahle1/31/2016Remove
Vanguard Total International Bond Index Fund Admiral SharesVTABXwas added by joel.kahle1/31/2016Remove
Vanguard Total Bond Market Index Fund Admiral SharesVBTLXwas added by joel.kahle1/31/2016Remove
US Cash / Money MarketUSCASHwas added by joel.kahle1/31/2016Remove
Vanguard Inflation-Protected Securities Fund Admiral SharesVAIPXwas added by joel.kahle1/31/2016Remove
Whole Foods Market, Inc.WFMIwas added by joel.kahle1/31/2016Remove
DFA U.S. Sustainability Core 1 PortfolioDFSIXwas added by joel.kahle1/31/2016Remove
Fidelity Capital Appreciation Fund Class KFCAKXwas added by joel.kahle1/31/2016Remove
Fidelity Contrafund Fund Class KFCNKXwas added by joel.kahle1/31/2016Remove
T. Rowe Price Equity Income FundPRFDXwas added by joel.kahle1/31/2016Remove
Vanguard Institutional Index Fund Institutional SharesVINIXwas added by joel.kahle1/31/2016
Fidelity Extended Market Index Fund Premium ClassFSEVXwas added by joel.kahle1/31/2016
close help

Plan Transactions

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

Following Plans

Following a plan allows you to:
  • Access the plan directly from your profile page
  • Receive e-mail alerts when the plan is rebalanced, or changed
  • Make modifications and contribute to the plan information