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brian 11/4/2019 12:38:35 PM
Plan is exactly correct as of 11/4/2019.

brian 6/2/2021 11:09:29 PM
Plan is updated based on latest 5500 filing. There are no publicly traded Small & Mid Cap Value or Growth index funds to proxy these funds with, so we are using VOE (Vanguard Mid-Cap Value ETF) and VOT (Vanguard Mid-Cap Growth ETF) as approximations. Best we can do at present!

Name	Ticker	Action	Date
Small & Mid Cap Growth Stock Fund		was added by brian	6/2/2021	Remove
Small & Mid Cap Value Stock Fund		was added by brian	6/2/2021	Remove
AMG TimesSquare Mid Cap Growth Fund Class I	TMDIX	was removed by brian	6/2/2021
Vanguard Prime Money Market Fund Admiral Shares	VMRXX	was removed by brian	6/2/2021
Boston Partners Small Cap Value Fund II Institutional Class	BPSIX	was removed by brian	6/2/2021
Artisan Mid Cap Value Fund Investor Class	ARTQX	was removed by brian	6/2/2021
Dodge & Cox Balanced Fund	DODBX	was removed by brian	6/2/2021
Morgan Stanley Institutional Fund, Inc. Small Company Growth Portfolio Class I	MSSGX	was removed by brian	6/2/2021
State Street Global All Cap Equity ex-US Index Fund		was added by brian	6/2/2021	Remove
State Street Global All Cap Equity ex-US Index Fund		was removed by brian	6/2/2021	Remove
Vanguard Large Cap Index Fund Admiral Shares	VLCAX	was added by brian	6/2/2021	Remove
Fidelity Extended Market Index Fund Investor Class	FSEMX	was removed by brian	10/25/2020
Schwab Target 2060	swprx	was added by brian	11/4/2019	Remove
Schwab Managed Retirement Trust Cl IV Income		was added by brian	11/4/2019	Remove
Schwab Target 2055 Fund	SWORX	was added by brian	11/4/2019	Remove
Schwab Target 2050 Fund	SWNRX	was added by brian	11/4/2019	Remove
Schwab Target 2045 Fund	SWMRX	was added by brian	11/4/2019	Remove
Schwab Target 2040 Fund	SWERX	was added by brian	11/4/2019	Remove
Schwab Target 2035 Fund	SWIRX	was added by brian	11/4/2019	Remove
Schwab Target 2030 Fund	SWDRX	was added by brian	11/4/2019	Remove
Schwab Target 2025 Fund	SWHRX	was added by brian	11/4/2019	Remove
Schwab Target 2020 Fund	SWCRX	was added by brian	11/4/2019	Remove
Schwab Target 2015 Fund	SWGRX	was added by brian	11/4/2019	Remove
Schwab Target 2010 Fund	SWBRX	was added by brian	11/4/2019	Remove
Dodge & Cox Balanced Fund	DODBX	was added by brian	11/4/2019
State Street Global All Cap Equity ex-US Index Fund		was added by brian	11/4/2019	Remove
Morgan Stanley Institutional Fund, Inc. Small Company Growth Portfolio Class I	MSSGX	was added by brian	11/4/2019
Boston Partners Small Cap Value Fund II Institutional Class	BPSIX	was added by brian	11/4/2019
AMG TimesSquare Mid Cap Growth Fund Class I	TMDIX	was added by brian	11/4/2019
Fidelity Extended Market Index Fund Investor Class	FSEMX	was added by brian	11/4/2019
Artisan Mid Cap Value Fund Investor Class	ARTQX	was added by brian	11/4/2019
Galliard Stable Value Fund - PayPal		was added by brian	11/4/2019	Remove
Vanguard Prime Money Market Fund Admiral Shares	VMRXX	was added by brian	11/4/2019
Vanguard Large Cap Index Fund Investor Shares	VLACX	was removed by brian	11/4/2019
Vanguard Large Cap Index Fund Investor Shares	VLACX	was added by bmurphy	2/5/2019
Vanguard Large Cap Index Fund Investor Shares	VLACX	was removed by bmurphy	2/5/2019
Vanguard Large Cap Index Fund Investor Shares	VLACX	was added by andy	1/15/2017
Vanguard S&P 500 ETF	VOO	was removed by andy	1/15/2017
Vanguard S&P 500 ETF	VOO	was added by andy	1/5/2017
Vanguard Total Bond Market Index Fund Institutional Shares	VBTIX	was added by andy	11/3/2016	Remove
Metropolitan West Total Return Bond Fund Class I	MWTIX	was added by andy	11/3/2016	Remove
American Funds EuroPacific Growth Fund Class R-6	RERGX	was added by andy	11/3/2016	Remove
American Funds Capital World Growth and Income Fund Class R-6	RWIGX	was added by andy	11/3/2016	Remove
Fidelity Extended Market Index Fund Investor Class	FSEMX	was added by andy	11/3/2016
Harbor Capital Appreciation Fund Institutional Class	HACAX	was added by andy	11/3/2016	Remove
Dodge & Cox Stock Fund	DODGX	was added by andy	11/3/2016	Remove