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

World Innovation Lab (WiL) 401(K) Plan

Send me updates


Share this plan


Plan was created by brian on 11/13/2020.
Number of Followers: 1


COMMENTS plan comments help
comment plan brian 11/13/2020 9:19:16 PM
Plan is correct, except missing VMFXX, which is similar to BANC.

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 Utilities Index Fund Admiral SharesVUIAXwas added by brian11/13/2020Remove
Vanguard Utilities Index Fund Admiral SharesVUIAXwas removed by brian11/13/2020Remove
BANC (Cash Account)was added by brian11/13/2020Remove
BANC (Cash Account)was removed by brian11/13/2020Remove
Vanguard Utilities Index Fund Admiral SharesVUIAXwas added by brian11/13/2020Remove
Vanguard Telecommunication Services Index Fund Admiral ClassVTCAXwas added by brian11/13/2020Remove
Vanguard Materials Index Fund Admiral SharesVMIAXwas added by brian11/13/2020Remove
Vanguard Information Technology Index Fund Admiral SharesVITAXwas added by brian11/13/2020Remove
Vanguard Industrials Index Fund Admiral SharesVINAXwas added by brian11/13/2020Remove
Vanguard Health Care Index Fund Admiral SharesVHCIXwas added by brian11/13/2020Remove
Vanguard Financials Index Fund Admiral SharesVFAIXwas added by brian11/13/2020Remove
Vanguard Energy Index Fund Admiral SharesVENAXwas added by brian11/13/2020Remove
DFA Global Real Estate Securities PortfolioDFGEXwas added by brian11/13/2020Remove
DFA Real Estate Securities Portfolio Institutional ClassDFREXwas added by brian11/13/2020Remove
Vanguard REIT Index Fund Admiral SharesVGSLXwas added by brian11/13/2020Remove
DFA World ex U.S. Government Fixed Income Portfolio Institutional Class SharesDWFIXwas added by brian11/13/2020Remove
Vanguard Total International Bond Index Fund Admiral SharesVTABXwas added by brian11/13/2020Remove
DFA Intermediate-Term Extended Quality Portfolio Institutional Class SharesDFTEXwas added by brian11/13/2020Remove
Vanguard Short-Term Investment-Grade Fund Admiral SharesVFSUXwas added by brian11/13/2020Remove
Vanguard Short-Term Corporate Bond Index Fund Admiral SharesVSCSXwas added by brian11/13/2020Remove
Vanguard GNMA Fund Admiral SharesVFIJXwas added by brian11/13/2020Remove
Vanguard Short-Term Federal Fund Admiral SharesVSGDXwas added by brian11/13/2020Remove
Vanguard Inflation-Protected Securities Fund Admiral SharesVAIPXwas added by brian11/13/2020Remove
Vanguard Long-Term Government Bond Index Fund Admiral SharesVLGSXwas added by brian11/13/2020Remove
Vanguard Short-Term Inflation-Protected Securities Index Fund Admiral SharesVTAPXwas added by brian11/13/2020Remove
Vanguard Total Bond Market Index Fund Admiral SharesVBTLXwas added by brian11/13/2020Remove
Vanguard Emerging Markets Stock Index Fund Admiral SharesVEMAXwas added by brian11/13/2020Remove
DFA Large Cap International Portfolio Institutional ClassDFALXwas added by brian11/13/2020Remove
Vanguard Total International Stock Index Fund Admiral SharesVTIAXwas added by brian11/13/2020Remove
Vanguard Mid-Cap Index Fund Admiral SharesVIMAXwas added by brian11/13/2020Remove
Vanguard Developed Markets Index Fund Admiral SharesVTMGXwas added by brian11/13/2020Remove
Vanguard Strategic Small-Cap Equity Fund Investor SharesVSTCXwas added by brian11/13/2020Remove
Vanguard Tax-Managed Small Cap Fund Admiral SharesVTMSXwas added by brian11/13/2020Remove
Vanguard Small Cap Value Index Fund Admiral SharesVSIAXwas added by brian11/13/2020Remove
Vanguard Mid-Cap Value Index Fund Admiral SharesVMVAXwas added by brian11/13/2020Remove
Vanguard Extended Market Index Fund Admiral SharesVEXAXwas added by brian11/13/2020Remove
TIAA-CREF Social Choice Equity Fund Premier ClassTRPSXwas added by brian11/13/2020Remove
Vanguard Value Index Fund Admiral SharesVVIAXwas added by brian11/13/2020Remove
American Funds The Growth Fund of America Class R-6RGAGXwas added by brian11/13/2020Remove
Vanguard Equity-Income Fund Admiral SharesVEIRXwas added by brian11/13/2020Remove
Vanguard FTSE Social Index Fund Institutional SharesVFTNXwas added by brian11/13/2020Remove
Vanguard Growth Index Fund Admiral SharesVIGAXwas added by brian11/13/2020Remove
Vanguard 500 Index Fund Admiral ClassVFIAXwas added by brian11/13/2020Remove
Vanguard Total Stock Market Index Fund Admiral SharesVTSAXwas added by brian11/13/2020Remove
BANC (Cash Account)was added by brian11/13/2020Remove
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