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Plan was created by bmurphy on 8/5/2011.
Number of Followers: 6


COMMENTS plan comments help
comment plan bmurphy 10/5/2012 3:36:49 PM
10/5/12 - updated the plan to be an "all ETF" representation of our style factors.

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TRANSACTIONS investment options help
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NameTickerActionDate 
Vanguard REIT ETFVNQwas added by bmurphy10/5/2012Remove
Vanguard REIT Index Fund Institutional SharesVGSNXwas removed by bmurphy10/5/2012
iShares MSCI Emerging Markets ETFEEMwas added by bmurphy10/5/2012Remove
Vanguard Emerging Markets Stock Index Fund Institutional SharesVEMIXwas removed by bmurphy10/5/2012
iShares MSCI EAFE Small-Cap ETFSCZwas added by bmurphy10/5/2012Remove
DFA International Small Company Portfolio Institutional ClassDFISXwas removed by bmurphy10/5/2012
iShares 3-7 Year Treasury Bond ETFIEIwas added by bmurphy8/5/2011Remove
iShares 7-10 Year Treasury Bond ETFIEFwas added by bmurphy8/5/2011Remove
iShares 10-20 Year Treasury Bond ETFTLHwas added by bmurphy8/5/2011Remove
iShares 20+ Year Treasury Bond ETFTLTwas added by bmurphy8/5/2011Remove
iShares TIPS Bond ETFTIPwas added by bmurphy8/5/2011Remove
iShares MBS ETFMBBwas added by bmurphy8/5/2011Remove
iShares iBoxx $ Investment Grade Corporate Bond ETFLQDwas added by bmurphy8/5/2011Remove
iShares iBoxx $ High Yield Corporate Bond ETFHYGwas added by bmurphy8/5/2011Remove
iShares JP Morgan USD Emerging Markets Bond ETFEMBwas added by bmurphy8/5/2011Remove
iShares National Muni Bond ETFMUBwas added by bmurphy8/5/2011Remove
iShares Gold TrustIAUwas added by bmurphy8/5/2011Remove
iShares Silver TrustSLVwas added by bmurphy8/5/2011Remove
iShares S&P GSCI Commodity Indexed TrustGSGwas added by bmurphy8/5/2011Remove
iShares 1-3 Year Treasury Bond ETFSHYwas added by bmurphy8/5/2011Remove
iShares Morningstar Large-Cap ETFJKDwas added by bmurphy8/5/2011Remove
iShares Morningstar Mid-Cap ETFJKGwas added by bmurphy8/5/2011Remove
iShares Morningstar Small-Cap ETFJKJwas added by bmurphy8/5/2011Remove
iShares Micro-Cap ETFIWCwas added by bmurphy8/5/2011Remove
iShares Morningstar Large-Cap Growth ETFJKEwas added by bmurphy8/5/2011Remove
iShares Morningstar Mid-Cap Growth ETFJKHwas added by bmurphy8/5/2011Remove
iShares Morningstar Small-Cap Growth ETFJKKwas added by bmurphy8/5/2011Remove
iShares Morningstar Large-Cap Value ETFJKFwas added by bmurphy8/5/2011Remove
iShares Morningstar Mid-Cap Value ETFJKIwas added by bmurphy8/5/2011Remove
iShares Morningstar Small-Cap Value ETFJKLwas added by bmurphy8/5/2011Remove
Vanguard REIT Index Fund Institutional SharesVGSNXwas added by bmurphy8/5/2011
Vanguard Emerging Markets Stock Index Fund Institutional SharesVEMIXwas added by bmurphy8/5/2011
DFA International Small Company Portfolio Institutional ClassDFISXwas added by bmurphy8/5/2011
iShares MSCI EAFE Value ETFEFVwas added by bmurphy8/5/2011Remove
iShares MSCI EAFE Growth ETFEFGwas added by bmurphy8/5/2011Remove
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