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

Salesforce HSA

Send me updates


Share this plan


Plan was created by joe on 10/9/2017.
Number of Followers: 2


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 
American Century Mid Cap Value Fund Institutional ClassAVUAXwas added by joe10/9/2017Remove
Vanguard Small-Cap Index Fund Admiral SharesVSMAXwas added by joe10/9/2017Remove
JPMorgan Small Cap Value Fund Select ClassPSOPXwas added by joe10/9/2017Remove
Dodge & Cox International Stock FundDODFXwas added by joe10/9/2017Remove
Thornburg International Value Fund Class ITGVIXwas added by joe10/9/2017Remove
Vanguard Developed Markets Index Fund Admiral SharesVTMGXwas added by joe10/9/2017Remove
Vanguard Emerging Markets Stock Index Fund Admiral SharesVEMAXwas added by joe10/9/2017Remove
Harbor International Fund Institutional ClassHAINXwas added by joe10/9/2017Remove
American Funds EuroPacific Growth Fund Class R-6RERGXwas added by joe10/9/2017Remove
Harbor Bond Fund Institutional ClassHABDXwas added by joe10/9/2017Remove
AMG Managers Amundi Intermediate Government Fund Class SMGIDXwas added by joe10/9/2017Remove
Vanguard Short-Term Investment-Grade Fund Investor SharesVFSTXwas added by joe10/9/2017Remove
Dodge & Cox Income FundDODIXwas added by joe10/9/2017Remove
Metropolitan West Total Return Bond Fund Class MMWTRXwas added by joe10/9/2017Remove
PIMCO Low Duration Fund Institutional ClassPTLDXwas added by joe10/9/2017Remove
Vanguard Long-Term Bond Index Fund Investor SharesVBLTXwas added by joe10/9/2017Remove
US Cash / Money MarketUSCASHwas added by joe10/9/2017Remove
Davis New York Venture Fund Class YDNVYXwas added by joe10/9/2017Remove
Victory Diversified Stock Fund Class IVDSIXwas added by joe10/9/2017Remove
JPMorgan Large Cap Growth Fund Select ClassSEEGXwas added by joe10/9/2017Remove
Vanguard Dividend Appreciation Index Fund Investor SharesVDAIXwas added by joe10/9/2017Remove
Schwab Fundamental US Large Company Index FundSFLNXwas added by joe10/9/2017Remove
Vanguard 500 Index Fund Admiral ClassVFIAXwas added by joe10/9/2017Remove
Artisan Small Cap Fund Institutional SharesAPHSXwas added by joe10/9/2017Remove
Oppenheimer Main Street Fund Class YMIGYXwas added by joe10/9/2017Remove
Neuberger Berman Mid Cap Intrinsic Value Fund Investor ClassNBRVXwas added by joe10/9/2017Remove
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