IBM 401(k) Plus Plan

Ken Hong 5/21/2012 10:46:40 AM
All of the 35 core funds for IBM are privately managed. For example: Target Date Funds (2005-2050), Inflation Protected Bond by State Street, Neuberger Berman Total Bond Market, Vanguard Total Stock Market Index, BlackRock Real Estate Investement Trust Index, Vanguard Large Company Index, etc...

dghidali 12/19/2013 6:00:38 PM
Add all other key funds from window

brian 6/19/2019 10:35:58 PM
Using Vanguard funds as proxies for most "Core" fund options. Core fund options in gray, "Plus Plan" funds in blue. Missing 2010 target date fund, PIMCO Total Return ESG, PIMCO Low Duration ESG, American Funds New Economy, Vanguard Global Minimum Volatility funds.

brian 4/18/2021 10:09:17 PM
Remodeled the plan based on latest 11-K filing. Missing the following funds from the plan: Bridgewater All Weather Portfolio, Dodge & Cox Global Bond, Emerging Markets Debt (PGIM), International Growth & Income, Pimco International bond fund, Vanguard Global Minim Volatility, Vanguard Global Wellesley, Vanguard Global Wellington, Vanguard U.S. Multi-factor

Name	Ticker	Action	Date
Vanguard PRIMECAP Fund Admiral Shares	VPMAX	was added by brian	6/21/2021	Remove
Vanguard PRIMECAP Fund Admiral Shares	VPMAX	was removed by brian	6/21/2021	Remove
Pacific Stock Index		was removed by brian	6/17/2021
Vanguard Emerging Markets Stock Index Fund Institutional Plus Shares	VEMRX	was added by brian	6/17/2021	Remove
Vanguard Small Cap Value (Russell 2000 Value) Index Trust		was added by brian	6/17/2021	Remove
Vanguard Small Cap Growth (Russell 2000 Growth) Index Trust		was added by brian	6/17/2021	Remove
Vanguard Large Cap Value (Russell 1000 Value) Index Trust		was added by brian	6/17/2021	Remove
Vanguard Large Cap Growth (Russell 1000 Growth) Index Trust		was added by brian	6/17/2021	Remove
Vanguard Small Cap Value (Russell 2000 Value) Index Trust		was removed by brian	6/17/2021	Remove
Vanguard Russell 1000 Growth Index Trust		was removed by brian	6/17/2021
Vanguard Large Cap Value (Russell 1000 Value) Index Trust		was removed by brian	6/17/2021	Remove
Vanguard Small Cap Growth (Russell 2000 Growth) Index Trust		was removed by brian	6/17/2021	Remove
Vanguard PRIMECAP Core Fund Investor Shares	VPCCX	was removed by brian	6/17/2021
Vanguard PRIMECAP Fund Admiral Shares	VPMAX	was added by brian	6/17/2021	Remove
Vanguard European Stock Index Fund Institutional Shares	VESIX	was removed by brian	6/17/2021
European Stock Index		was added by brian	6/17/2021	Remove
PIMCO High Yield Fund Administrative Class	PHYAX	was removed by brian	6/17/2021
PIMCO High Yield Fund Institutional Class	PHIYX	was added by brian	6/17/2021	Remove
PIMCO CommodityRealReturn Strategy Fund Institutional Class	PCRIX	was added by brian	6/17/2021	Remove
PIMCO CommodityRealReturn Strategy Fund Administrative Class	PCRRX	was removed by brian	6/17/2021
PIMCO CommoditiesPLUS Strategy Fund Institutional Class	PCLIX	was removed by brian	6/17/2021
PIMCO Mortgage-Backed Securities Fund Institutional Class	PTRIX	was added by brian	6/17/2021	Remove
PIMCO Emerging Markets Local Currency		was added by brian	6/17/2021	Remove
PIMCO Emerging Markets Bond Fund Institutional Class	PEBIX	was added by brian	6/17/2021	Remove
Vanguard U.S. Multifactor Fund		was added by brian	6/17/2021	Remove
American Funds International Growth and Income Fund Class R-6	RIGGX	was added by brian	6/17/2021	Remove
American Funds Investment Company of America Class R-6	RICGX	was added by brian	6/17/2021	Remove
American Funds The New Economy Fund Class R-6	RNGGX	was added by brian	6/17/2021	Remove
Fidelity Freedom 2055 Fund Class K	FNSDX	was added by brian	6/17/2021	Remove
Fidelity Freedom 2050 Fund Class K	FNSBX	was added by brian	6/17/2021	Remove
Fidelity Freedom 2045 Fund Class K	FSNZX	was added by brian	6/17/2021	Remove
Fidelity Freedom 2040 Fund Class K	FSNVX	was added by brian	6/17/2021	Remove
Fidelity Freedom 2035 Fund Class K	FSNUX	was added by brian	6/17/2021	Remove
Fidelity Freedom 2030 Fund Class K	FSNQX	was added by brian	6/17/2021	Remove
Vanguard Chester Shs Vanguard Institutional Target Retirement 2065 Fund	VSXFX	was added by brian	6/17/2021	Remove
Vanguard Institutional Target Retirement 2060 Fund Institutional Shares	VILVX	was added by brian	6/17/2021	Remove
Vanguard Institutional Target Retirement 2055 Fund Institutional Shares	VIVLX	was added by brian	6/17/2021	Remove
Vanguard Institutional Target Retirement 2050 Fund Institutional Shares	VTRLX	was added by brian	6/17/2021	Remove
Vanguard Institutional Target Retirement 2045 Fund Institutional Shares	VITLX	was added by brian	6/17/2021	Remove
Vanguard Institutional Target Retirement 2040 Fund Institutional Shares	VIRSX	was added by brian	6/17/2021	Remove
Vanguard Institutional Target Retirement 2035 Fund Institutional Shares	VITFX	was added by brian	6/17/2021	Remove
Vanguard Institutional Target Retirement 2030 Fund Institutional Shares	VTTWX	was added by brian	6/17/2021	Remove
Vanguard Institutional Target Retirement 2025 Fund Institutional Shares	VRIVX	was added by brian	6/17/2021	Remove
Vanguard Institutional Target Retirement 2020 Fund Institutional Shares	VITWX	was added by brian	6/17/2021	Remove
Vanguard Institutional Target Retirement 2015 Fund Institutional Shares	VITVX	was added by brian	6/17/2021	Remove
Vanguard Institutional Target Retirement Income Fund Institutional Shares	VITRX	was added by brian	6/17/2021	Remove
Target Retirement 2015		was removed by brian	6/17/2021
Target Retirement 2020		was removed by brian	6/17/2021
Target Retirement 2025		was removed by brian	6/17/2021
Target Retirement 2030		was removed by brian	6/17/2021
Target Retirement 2035		was removed by brian	6/17/2021
Target Retirement 2040		was removed by brian	6/17/2021
Target Retirement 2045		was removed by brian	6/17/2021
Target Retirement 2050		was removed by brian	6/17/2021
Target Retirement 2055		was removed by brian	6/17/2021
Vanguard Target Retirement 2060 Fund Investor Shares	VTTSX	was removed by brian	6/17/2021
Vanguard Target Retirement 2065 Fund Investor Shares	VLXVX	was removed by brian	6/17/2021
PIMCO Mortgage-Backed Securities Fund Administrative Class	PMTAX	was removed by brian	6/17/2021
PIMCO Emerging Local Bond Fund Administrative Class	PEBLX	was removed by brian	6/17/2021
PIMCO Emerging Markets Bond Fund Administrative Class	PEBAX	was removed by brian	6/17/2021
Target Retirement 2040		was added by brian	6/9/2021
Fidelity Freedom 2030 Fund Class K	FSNQX	was removed by brian	6/9/2021	Remove
Fidelity Freedom 2035 Fund Class K	FSNUX	was removed by brian	6/9/2021	Remove
Fidelity Freedom 2040 Fund Class K	FSNVX	was removed by brian	6/9/2021	Remove
Fidelity Freedom 2045 Fund Class K	FSNZX	was removed by brian	6/9/2021	Remove
Fidelity Freedom 2050 Fund Class K	FNSBX	was removed by brian	6/9/2021	Remove
Fidelity Freedom 2055 Fund Class K	FNSDX	was removed by brian	6/9/2021	Remove
Target Retirement 2040		was removed by Kaushikrbhakta	6/8/2021
Long Term Credit (Loomis Sayles)		was added by brian	4/18/2021	Remove
Long Term Credit (Western Asset Mgmt.)		was added by brian	4/18/2021	Remove
International Real Estate Index (BlackRock)		was added by brian	4/18/2021	Remove
High Yield Debt (JP Morgan)		was added by brian	4/18/2021	Remove
High Yield Debt (JP Morgan)		was removed by brian	4/18/2021	Remove
High Yield Debt (JP Morgan)		was added by brian	4/18/2021	Remove
Total International Stock Market Index (State Street)		was added by brian	4/18/2021	Remove
Total Bond Market (Neuberger Berman)		was added by brian	4/18/2021	Remove
Real Estate Investment Trust (BlackRock)		was added by brian	4/18/2021	Remove
REIT Index		was removed by brian	4/18/2021
Vanguard U.S Growth Fund Admiral Shares	VWUAX	was added by brian	4/18/2021	Remove
Vanguard Total Stock Market Index Trust		was added by brian	4/18/2021	Remove
Vanguard Total Stock Market Index Trust		was removed by brian	4/18/2021	Remove
Vanguard Total Stock Market Index Trust		was added by brian	4/18/2021	Remove
Vanguard Small Cap Growth (Russell 2000 Growth) Index Trust		was added by brian	4/18/2021	Remove
Vanguard Small Cap Growth (Russell 2000 Growth) Index Trust		was removed by brian	4/18/2021	Remove
Vanguard Small Cap Value (Russell 2000 Value) Index Trust		was added by brian	4/18/2021	Remove
Vanguard Small Cap Growth (Russell 2000 Growth) Index Trust		was added by brian	4/18/2021	Remove
Vanguard Large Cap Value (Russell 1000 Value) Index Trust		was added by brian	4/18/2021	Remove
Vanguard Russell 1000 Growth Index Trust		was added by brian	4/18/2021
Vanguard Russell 1000 Growth Index Trust		was removed by brian	4/18/2021
Vanguard Russell 1000 Growth Index Trust		was added by brian	4/18/2021
Pacific Stock Index		was added by brian	4/18/2021
Vanguard International Value Fund Investor Shares	VTRIX	was added by brian	4/18/2021	Remove
Vanguard Target Retirement 2065 Fund Investor Shares	VLXVX	was added by brian	4/18/2021
Vanguard Target Retirement 2060 Fund Investor Shares	VTTSX	was added by brian	4/18/2021
Target Retirement 2055		was added by brian	4/18/2021
Target Retirement 2050		was added by brian	4/18/2021
Target Retirement 2045		was added by brian	4/18/2021
Target Retirement 2040		was added by brian	4/18/2021
Target Retirement 2035		was added by brian	4/18/2021
Target Retirement 2030		was added by brian	4/18/2021
Target Retirement 2025		was added by brian	4/18/2021
Target Retirement 2020		was added by brian	4/18/2021
Target Retirement 2015		was added by brian	4/18/2021
Income Plus Fund		was added by brian	4/18/2021	Remove
Target Retirement 2015		was removed by brian	4/18/2021
Aggressive Portfolio		was removed by brian	4/18/2021
Target Retirement 2020		was removed by brian	4/18/2021
Target Retirement 2025		was removed by brian	4/18/2021
Target Retirement 2030		was removed by brian	4/18/2021
Target Retirement 2035		was removed by brian	4/18/2021
Target Retirement 2040		was removed by brian	4/18/2021
Target Retirement 2045		was removed by brian	4/18/2021
Target Retirement 2050		was removed by brian	4/18/2021
Target Retirement 2055		was removed by brian	4/18/2021
Vanguard European Stock Index Fund Institutional Shares	VESIX	was added by brian	4/18/2021
PIMCO TOTAL RETURN ESG FUND		was added by brian	4/18/2021	Remove
PIMCO LOW DURATION ESG FUND		was added by brian	4/18/2021	Remove
PIMCO Investment Grade Corporate Bond Fund Institutional Class	PIGIX	was added by brian	4/18/2021	Remove
PIMCO Income Fund Institutional Class	PIMIX	was added by brian	4/18/2021	Remove
PIMCO Dynamic Income Fund	XPDIX	was added by brian	4/18/2021	Remove
PIMCO CommoditiesPLUS Strategy Fund Institutional Class	PCLIX	was added by brian	4/18/2021
Fidelity Puritan Fund	FPURX	was added by brian	4/18/2021	Remove
Fidelity Advisor Strategic Income Fund Class I	FSRIX	was added by brian	4/18/2021	Remove
Fidelity Advisor Floating Rate High Income Fund I Class	FFRIX	was added by brian	4/18/2021	Remove
Vanguard Windsor II Fund Admiral Shares	VWNAX	was removed by brian	4/18/2021
Vanguard Morgan Growth Fund Admiral Shares	VMRAX	was removed by brian	4/18/2021
Vanguard Convertible Securities Fund Investor Shares	VCVSX	was removed by brian	4/18/2021
Vanguard Total Stock Market Index Trust		was removed by brian	4/18/2021	Remove
Total Bond Market		was removed by brian	4/18/2021
Vanguard Inflation-Protected Securities Fund Admiral Shares	VAIPX	was removed by brian	4/18/2021
Small-Cap Value Index		was removed by brian	4/18/2021
Small-Cap Growth Index		was removed by brian	4/18/2021
PIMCO Unconstrained Bond Fund Administrative Class	PUBFX	was removed by brian	4/18/2021
PIMCO Real Return Fund Administrative Class	PARRX	was removed by brian	4/18/2021
PIMCO Real Return Asset Fund Institutional Class	PRAIX	was removed by brian	4/18/2021
PIMCO Moderate Duration Fund Institutional Class	PMDRX	was removed by brian	4/18/2021
PIMCO Investment Grade Corporate Bond Fund Institutional Class	PIGIX	was removed by brian	4/18/2021	Remove
PIMCO GNMA Fund Institutional Class	PDMIX	was removed by brian	4/18/2021
PIMCO Global Bond (US Dollar-Hedged) Fund Administrative Class	PGDAX	was removed by brian	4/18/2021
PIMCO Global Bond (Unhedged) Fund Administrative Class	PADMX	was removed by brian	4/18/2021
PIMCO Foreign Bond (Unhedged) Fund Administrative Class	PFUUX	was removed by brian	4/18/2021
PIMCO Foreign Bond (U.S. Dollar-Hedged) Fund Administrative Class	PFRAX	was removed by brian	4/18/2021
PIMCO All Asset Fund Administrative Class	PAALX	was removed by brian	4/18/2021
Pacific Stock Index		was removed by brian	4/18/2021
Moderate Portfolio		was removed by brian	4/18/2021
Vanguard Large Cap Value (Russell 1000 Value) Index Trust		was removed by brian	4/18/2021	Remove
Vanguard Russell 1000 Growth Index Trust		was removed by brian	4/18/2021
Large Company Index		was removed by brian	4/18/2021
International Stock Market Index		was removed by brian	4/18/2021
Interest Income Fund		was removed by brian	4/18/2021
Income Plus Fund		was removed by brian	4/18/2021	Remove
Global REIT Stock Index		was removed by brian	4/18/2021
Fidelity Strategic Income Fund	FSICX	was removed by brian	4/18/2021
Fidelity Stock Selector Small Cap Fund	FDSCX	was removed by brian	4/18/2021
Fidelity Short-Term Bond Fund	FSHBX	was removed by brian	4/18/2021
Fidelity Intermediate Government Income Fund	FSTGX	was removed by brian	4/18/2021
Fidelity Intermediate Bond Fund	FTHRX	was removed by brian	4/18/2021
Fidelity Inflation-Protected Bond Index Fund Institutional Class	FIPBX	was removed by brian	4/18/2021
Fidelity Global Balanced Fund	FGBLX	was removed by brian	4/18/2021
Fidelity Fund	FFIDX	was removed by brian	4/18/2021
Fidelity Floating Rate High Income Fund	FFRHX	was removed by brian	4/18/2021
Fidelity Export and Multinational Fund	FEXPX	was removed by brian	4/18/2021
Fidelity Capital Appreciation Fund	FDCAX	was removed by brian	4/18/2021
Fidelity Balanced Fund	FBALX	was removed by brian	4/18/2021
Fidelity Advisor Value Strategies Fund Class I	FASOX	was removed by brian	4/18/2021
European Stock Index		was removed by brian	4/18/2021	Remove
Emerging Market Stock Index		was removed by brian	4/18/2021
Conservative Portfolio		was removed by brian	4/18/2021
DFA International Small Cap Value Portfolio Institutional Class	DISVX	was removed by brian	4/18/2021
Dodge & Cox International Stock Fund	DODFX	was added by brian	4/18/2021	Remove
DFA International Vector Equity Portfolio Institutional Class	DFVQX	was added by brian	4/18/2021	Remove
American Funds Capital World Bond Fund Class R-6	RCWGX	was added by brian	4/18/2021	Remove
AQR Risk Parity Fund Class I	AQRIX	was added by brian	4/18/2021	Remove
American Funds The New Economy Fund Class R-6	RNGGX	was removed by brian	4/18/2021	Remove
American Funds The Growth Fund of America Class R-6	RGAGX	was added by brian	4/18/2021	Remove
American Funds Investment Company of America Class R-6	RICGX	was removed by brian	4/18/2021	Remove
American Funds The Growth Fund of America Class R-6	RGAGX	was removed by brian	4/18/2021	Remove
American Funds Capital World Bond Fund Class A	CWBFX	was removed by brian	4/18/2021
American Funds Balanced Portfolio Class A	BLPAX	was removed by brian	4/18/2021
American Funds Fundamental Investors Class A	ANCFX	was removed by brian	4/18/2021
American Funds Investment Company of America Class A	AIVSX	was removed by brian	4/18/2021
American Funds AMCAP Fund Class A	AMCPX	was removed by brian	4/18/2021
American Funds The Growth Fund of America Class A	AGTHX	was removed by brian	4/18/2021
American Funds American Mutual Fund Class A	AMRMX	was removed by brian	4/18/2021
American Funds Washington Mutual Investors Fund Class A	AWSHX	was removed by brian	4/18/2021
American Funds New World Fund Class A	NEWFX	was removed by brian	4/18/2021
American Funds International Growth and Income Fund Class A	IGAAX	was removed by brian	4/18/2021
American Funds EuroPacific Growth Fund Class A	AEPGX	was removed by brian	4/18/2021
American Funds Capital World Growth and Income Fund Class A	CWGIX	was removed by brian	4/18/2021
American Funds New Perspective Fund Class A	ANWPX	was removed by brian	4/18/2021
American Funds SMALLCAP World Fund Class A	SMCWX	was removed by brian	4/18/2021
American Funds American Mutual Fund Class R-6	RMFGX	was added by brian	4/18/2021	Remove
American Funds The Growth Fund of America Class R-6	RGAGX	was added by brian	4/18/2021	Remove
American Funds SMALLCAP World Fund Class R-6	RLLGX	was added by brian	4/18/2021	Remove
American Funds New Perspective Fund Class R-6	RNPGX	was added by brian	4/18/2021	Remove
American Funds Washington Mutual Investors Fund Class R-6	RWMGX	was added by brian	4/18/2021	Remove
American Funds Fundamental Investors Class R-6	RFNGX	was added by brian	4/18/2021	Remove
American Funds EuroPacific Growth Fund Class R-6	RERGX	was added by brian	4/18/2021	Remove
American Funds Capital World Growth and Income Fund Class R-6	RWIGX	was added by brian	4/18/2021	Remove
American Funds New World Fund Class R-6	RNWGX	was added by brian	4/18/2021	Remove
American Funds The New Economy Fund Class R-6	RNGGX	was added by brian	4/18/2021	Remove
American Funds Investment Company of America Class R-6	RICGX	was added by brian	4/18/2021	Remove
American Funds American Balanced Fund Class R-6	RLBGX	was added by brian	4/18/2021	Remove
American Funds AMCAP Fund Class R-6	RAFGX	was added by brian	4/18/2021	Remove
Vanguard Global Equity Fund Investor Shares	VHGEX	was added by brian	6/19/2019	Remove
Dodge & Cox Global Stock Fund	DODWX	was added by brian	6/19/2019	Remove
American Funds SMALLCAP World Fund Class A	SMCWX	was added by brian	6/19/2019
American Funds New Perspective Fund Class A	ANWPX	was added by brian	6/19/2019
American Funds Capital World Growth and Income Fund Class A	CWGIX	was added by brian	6/19/2019
Fidelity Emerging Asia Fund	FSEAX	was added by brian	6/19/2019	Remove
Fidelity Canada Fund	FICDX	was added by brian	6/19/2019	Remove
Fidelity Latin America Fund	FLATX	was added by brian	6/19/2019	Remove
Fidelity Japan Fund	FJPNX	was added by brian	6/19/2019	Remove
Fidelity International Real Estate Fund	FIREX	was added by brian	6/19/2019	Remove
DFA Global Real Estate Securities Portfolio	DFGEX	was added by brian	6/19/2019	Remove
DFA International Small Cap Value Portfolio Institutional Class	DISVX	was added by brian	6/19/2019
Vanguard International Explorer Fund Investor Shares	VINEX	was added by brian	6/19/2019	Remove
Fidelity International Small Cap Fund	FISMX	was added by brian	6/19/2019	Remove
DFA International Small Company Portfolio Institutional Class	DFISX	was added by brian	6/19/2019	Remove
DFA International Value Portfolio Institutional Class	DFIVX	was added by brian	6/19/2019	Remove
Vanguard International Growth Fund Admiral Shares	VWILX	was added by brian	6/19/2019	Remove
Fidelity Overseas Fund	FOSFX	was added by brian	6/19/2019	Remove
Fidelity International Discovery Fund	FIGRX	was added by brian	6/19/2019	Remove
Fidelity Diversified International Fund	FDIVX	was added by brian	6/19/2019	Remove
American Funds EuroPacific Growth Fund Class A	AEPGX	was added by brian	6/19/2019
DFA Large Cap International Portfolio Institutional Class	DFALX	was added by brian	6/19/2019	Remove
American Funds International Growth and Income Fund Class A	IGAAX	was added by brian	6/19/2019
Fidelity Europe Fund	FIEUX	was added by brian	6/19/2019	Remove
Fidelity Pacific Basin Fund	FPBFX	was added by brian	6/19/2019	Remove
DFA Emerging Markets Value Portfolio Institutional Class	DFEVX	was added by brian	6/19/2019	Remove
DFA Emerging Markets Portfolio Institutional Class	DFEMX	was added by brian	6/19/2019	Remove
American Funds New World Fund Class A	NEWFX	was added by brian	6/19/2019
Fidelity China Region Fund	FHKCX	was added by brian	6/19/2019	Remove
PIMCO RealEstateRealReturn Strategy Fund Institutional Class	PRRSX	was added by brian	6/19/2019	Remove
Fidelity Real Estate Investment Portfolio	FRESX	was added by brian	6/19/2019	Remove
Fidelity Real Estate Income Fund	FRIFX	was added by brian	6/19/2019	Remove
PIMCO CommodityRealReturn Strategy Fund Administrative Class	PCRRX	was added by brian	6/19/2019
DFA U.S. Targeted Value Portfolio Institutional Class	DFFVX	was added by brian	6/19/2019	Remove
Vanguard Explorer Fund Admiral Shares	VEXRX	was added by brian	6/19/2019	Remove
Vanguard Small-Cap Index Fund Admiral Shares	VSMAX	was added by brian	6/19/2019	Remove
Fidelity Stock Selector Small Cap Fund	FDSCX	was added by brian	6/19/2019
Fidelity Small Cap Stock Fund	FSLCX	was added by brian	6/19/2019	Remove
Fidelity Small Cap Discovery Fund	FSCRX	was added by brian	6/19/2019	Remove
DFA U.S. Small Cap Portfolio Institutional Class	DFSTX	was added by brian	6/19/2019	Remove
Vanguard Selected Value Fund Investor Shares	VASVX	was added by brian	6/19/2019	Remove
Fidelity Value Fund	FDVLX	was added by brian	6/19/2019	Remove
Fidelity Low-Priced Stock Fund	FLPSX	was added by brian	6/19/2019	Remove
Fidelity Leveraged Company Stock Fund	FLVCX	was added by brian	6/19/2019	Remove
DFA U.S. Vector Equity Portfolio Institutional Class	DFVEX	was added by brian	6/19/2019	Remove
Vanguard Mid-Cap Growth Index Fund Admiral Shares	VMGMX	was added by brian	6/19/2019	Remove
Fidelity Mid-Cap Stock Fund	FMCSX	was added by brian	6/19/2019	Remove
Vanguard Strategic Equity Fund Investor Shares	VSEQX	was added by brian	6/19/2019	Remove
Vanguard Mid-Cap Index Fund Admiral Shares	VIMAX	was added by brian	6/19/2019	Remove
Vanguard Windsor II Fund Admiral Shares	VWNAX	was added by brian	6/19/2019
Vanguard Windsor Fund Admiral Shares	VWNEX	was added by brian	6/19/2019	Remove
Vanguard Equity-Income Fund Admiral Shares	VEIRX	was added by brian	6/19/2019	Remove
Fidelity Equity-Income Fund	FEQIX	was added by brian	6/19/2019	Remove
Fidelity Advisor Value Strategies Fund Class I	FASOX	was added by brian	6/19/2019
Dodge & Cox Stock Fund	DODGX	was added by brian	6/19/2019	Remove
American Funds Washington Mutual Investors Fund Class A	AWSHX	was added by brian	6/19/2019
American Funds American Mutual Fund Class A	AMRMX	was added by brian	6/19/2019
Vanguard PRIMECAP Core Fund Investor Shares	VPCCX	was added by brian	6/19/2019
Vanguard Morgan Growth Fund Admiral Shares	VMRAX	was added by brian	6/19/2019
Fidelity Trend Fund	FTRNX	was added by brian	6/19/2019	Remove
Fidelity OTC Portfolio	FOCPX	was added by brian	6/19/2019	Remove
Fidelity Independence Fund	FDFFX	was added by brian	6/19/2019	Remove
Fidelity Growth Discovery Fund	FDSVX	was added by brian	6/19/2019	Remove
Fidelity Growth Company	FDGRX	was added by brian	6/19/2019	Remove
Fidelity Focused Stock Fund	FTQGX	was added by brian	6/19/2019	Remove
Fidelity Export and Multinational Fund	FEXPX	was added by brian	6/19/2019
Fidelity Contrafund Fund	FCNTX	was added by brian	6/19/2019	Remove
Fidelity Capital Appreciation Fund	FDCAX	was added by brian	6/19/2019
Fidelity Blue Chip Growth Fund	FBGRX	was added by brian	6/19/2019	Remove
Fidelity Fund	FFIDX	was added by brian	6/19/2019
American Funds The Growth Fund of America Class A	AGTHX	was added by brian	6/19/2019
American Funds AMCAP Fund Class A	AMCPX	was added by brian	6/19/2019
Vanguard Growth and Income Fund Admiral Shares	VGIAX	was added by brian	6/19/2019	Remove
Vanguard FTSE Social Index Fund Institutional Shares	VFTNX	was added by brian	6/19/2019	Remove
Vanguard Dividend Growth Fund Investor Shares	VDIGX	was added by brian	6/19/2019	Remove
PIMCO StocksPLUS Fund Administrative Class	PPLAX	was added by brian	6/19/2019	Remove
Fidelity Large Cap Stock Fund	FLCSX	was added by brian	6/19/2019	Remove
Fidelity Dividend Growth Fund	FDGFX	was added by brian	6/19/2019	Remove
DFA U.S. Core Equity 1 Portfolio Institutional Class	DFEOX	was added by brian	6/19/2019	Remove
American Funds Investment Company of America Class A	AIVSX	was added by brian	6/19/2019
American Funds Fundamental Investors Class A	ANCFX	was added by brian	6/19/2019
Fidelity Global Balanced Fund	FGBLX	was added by brian	6/19/2019
PIMCO All Asset All Authority Fund Institutional Class	PAUIX	was added by brian	6/19/2019	Remove
PIMCO All Asset Fund Administrative Class	PAALX	was added by brian	6/19/2019
Vanguard Wellington Fund Admiral Shares	VWENX	was added by brian	6/19/2019	Remove
Vanguard Star Fund Investor Shares	VGSTX	was added by brian	6/19/2019	Remove
Fidelity Balanced Fund	FBALX	was added by brian	6/19/2019
Dodge & Cox Balanced Fund	DODBX	was added by brian	6/19/2019	Remove
American Funds Balanced Portfolio Class A	BLPAX	was added by brian	6/19/2019
Vanguard Convertible Securities Fund Investor Shares	VCVSX	was added by brian	6/19/2019
Fidelity Convertible Securities Fund	FCVSX	was added by brian	6/19/2019	Remove
Vanguard Wellesley Income Fund Admiral Shares	VWIAX	was added by brian	6/19/2019	Remove
PIMCO Global Bond (US Dollar-Hedged) Fund Administrative Class	PGDAX	was added by brian	6/19/2019
PIMCO Global Bond (Unhedged) Fund Administrative Class	PADMX	was added by brian	6/19/2019
PIMCO Foreign Bond (Unhedged) Fund Administrative Class	PFUUX	was added by brian	6/19/2019
PIMCO Foreign Bond (U.S. Dollar-Hedged) Fund Administrative Class	PFRAX	was added by brian	6/19/2019
American Funds Capital World Bond Fund Class A	CWBFX	was added by brian	6/19/2019
Vanguard Short-Term Investment-Grade Fund Admiral Shares	VFSUX	was added by brian	6/19/2019	Remove
Vanguard Short-Term Bond Index Fund Admiral Shares	VBIRX	was added by brian	6/19/2019	Remove
PIMCO Low Duration Fund Administrative Class	PLDAX	was added by brian	6/19/2019	Remove
Fidelity Short-Term Bond Fund	FSHBX	was added by brian	6/19/2019
Vanguard Short-Term Treasury Fund Admiral Shares	VFIRX	was added by brian	6/19/2019	Remove
Vanguard Short-Term Federal Fund Admiral Shares	VSGDX	was added by brian	6/19/2019	Remove
Fidelity Limited Term Government Fund	FFXSX	was added by brian	6/19/2019	Remove
PIMCO Unconstrained Bond Fund Administrative Class	PUBFX	was added by brian	6/19/2019
PIMCO Diversified Income Fund Administrative Class	PDAAX	was added by brian	6/19/2019	Remove
Fidelity Strategic Income Fund	FSICX	was added by brian	6/19/2019
Vanguard Long-Term Bond Index Fund Institutional Shares	VBLLX	was added by brian	6/19/2019	Remove
Vanguard Long-Term Treasury Fund Admiral Shares	VUSUX	was added by brian	6/19/2019	Remove
PIMCO Long-Term U.S. Government Fund Administrative Class	PLGBX	was added by brian	6/19/2019	Remove
Vanguard Intermediate-Term Bond Index Fund Admiral Shares	VBILX	was added by brian	6/19/2019	Remove
PIMCO Total Return Fund Administrative Class	PTRAX	was added by brian	6/19/2019	Remove
PIMCO Mortgage-Backed Securities Fund Administrative Class	PMTAX	was added by brian	6/19/2019
PIMCO Moderate Duration Fund Institutional Class	PMDRX	was added by brian	6/19/2019
Fidelity Total Bond Fund	FTBFX	was added by brian	6/19/2019	Remove
Fidelity Intermediate Bond Fund	FTHRX	was added by brian	6/19/2019
Dodge & Cox Income Fund	DODIX	was added by brian	6/19/2019	Remove
Vanguard Intermediate-Term Treasury Fund Admiral Shares	VFIUX	was added by brian	6/19/2019	Remove
Vanguard GNMA Fund Admiral Shares	VFIJX	was added by brian	6/19/2019	Remove
PIMCO GNMA Fund Institutional Class	PDMIX	was added by brian	6/19/2019
Fidelity Intermediate Government Income Fund	FSTGX	was added by brian	6/19/2019
Fidelity Government Income Fund	FGOVX	was added by brian	6/19/2019	Remove
Fidelity GNMA Fund	FGMNX	was added by brian	6/19/2019	Remove
Vanguard Inflation-Protected Securities Fund Admiral Shares	VAIPX	was added by brian	6/19/2019
PIMCO Real Return Asset Fund Institutional Class	PRAIX	was added by brian	6/19/2019
PIMCO Real Return Fund Administrative Class	PARRX	was added by brian	6/19/2019
Fidelity Inflation-Protected Bond Index Fund Institutional Class	FIPBX	was added by brian	6/19/2019
Vanguard High-Yield Corporate Fund Admiral Shares	VWEAX	was added by brian	6/19/2019	Remove
PIMCO High Yield Fund Administrative Class	PHYAX	was added by brian	6/19/2019
Fidelity High Income Fund	SPHIX	was added by brian	6/19/2019	Remove
Fidelity Capital & Income Fund	FAGIX	was added by brian	6/19/2019	Remove
PIMCO Emerging Markets Bond Fund Administrative Class	PEBAX	was added by brian	6/19/2019
PIMCO Emerging Local Bond Fund Administrative Class	PEBLX	was added by brian	6/19/2019
Fidelity New Markets Income Fund	FNMIX	was added by brian	6/19/2019	Remove
Vanguard Long-Term Investment-Grade Fund Admiral Shares	VWETX	was added by brian	6/19/2019	Remove
Vanguard Intermediate-Term Investment-Grade Fund Admiral Shares	VFIDX	was added by brian	6/19/2019	Remove
PIMCO Investment Grade Corporate Bond Fund Institutional Class	PIGIX	was added by brian	6/19/2019	Remove
Fidelity Floating Rate High Income Fund	FFRHX	was added by brian	6/19/2019
Fidelity Freedom 2055 Fund Class K	FNSDX	was added by brian	6/19/2019	Remove
Fidelity Freedom 2050 Fund Class K	FNSBX	was added by brian	6/19/2019	Remove
Fidelity Freedom 2045 Fund Class K	FSNZX	was added by brian	6/19/2019	Remove
Fidelity Freedom 2040 Fund Class K	FSNVX	was added by brian	6/19/2019	Remove
Fidelity Freedom 2035 Fund Class K	FSNUX	was added by brian	6/19/2019	Remove
Fidelity Freedom 2030 Fund Class K	FSNQX	was added by brian	6/19/2019	Remove
European Stock Index		was added by brian	6/19/2019	Remove
Vanguard FTSE Social Index Fund Institutional Shares	VFTNX	was removed by brian	6/19/2019	Remove
Vanguard Morgan Growth Fund Admiral Shares	VMRAX	was removed by brian	6/19/2019
Vanguard PRIMECAP Core Fund Investor Shares	VPCCX	was removed by brian	6/19/2019
American Funds Fundamental Investors Class R-6	RFNGX	was removed by brian	6/19/2019	Remove
American Funds Investment Company of America Class R-6	RICGX	was removed by brian	6/19/2019	Remove
DFA U.S. Core Equity 1 Portfolio Institutional Class	DFEOX	was removed by brian	6/19/2019	Remove
Fidelity Dividend Growth Fund Class K	FDGKX	was removed by brian	6/19/2019
Fidelity Fund Class K	FFDKX	was removed by brian	6/19/2019
PIMCO StocksPLUS Fund Institutional Class	PSTKX	was removed by brian	6/19/2019
Vanguard Dividend Growth Fund Investor Shares	VDIGX	was removed by brian	6/19/2019	Remove
Vanguard Growth and Income Fund Admiral Shares	VGIAX	was removed by brian	6/19/2019	Remove
American Funds AMCAP Fund Class R-6	RAFGX	was removed by brian	6/19/2019	Remove
American Funds The Growth Fund of America Class R-6	RGAGX	was removed by brian	6/19/2019	Remove
American Funds The New Economy Fund Class R-6	RNGGX	was removed by brian	6/19/2019	Remove
Fidelity Blue Chip Growth Fund Class K	FBGKX	was removed by brian	6/19/2019
Fidelity Capital Appreciation Fund Class K	FCAKX	was removed by brian	6/19/2019
Fidelity Contrafund Fund Class K	FCNKX	was removed by brian	6/19/2019
Fidelity Export and Multinational Fund Class K	FEXKX	was removed by brian	6/19/2019
Fidelity Fifty Fund	FFTYX	was removed by brian	6/19/2019
Fidelity Growth Company Fund Class K	FGCKX	was removed by brian	6/19/2019
Fidelity Growth Discovery Fund Class K	FGDKX	was removed by brian	6/19/2019
Fidelity Independence Fund Class K	FDFKX	was removed by brian	6/19/2019
Fidelity Large Cap Stock Fund	FLCSX	was removed by brian	6/19/2019	Remove
Fidelity OTC Portfolio Class K	FOCKX	was removed by brian	6/19/2019
Fidelity Trend Fund	FTRNX	was removed by brian	6/19/2019	Remove
American Funds American Mutual Fund Class R-6	RMFGX	was removed by brian	6/19/2019	Remove
American Funds Washington Mutual Investors Fund Class R-6	RWMGX	was removed by brian	6/19/2019	Remove
Dodge & Cox Stock Fund	DODGX	was removed by brian	6/19/2019	Remove
Fidelity Equity-Income Fund Class K	FEIKX	was removed by brian	6/19/2019
Vanguard Equity-Income Fund Admiral Shares	VEIRX	was removed by brian	6/19/2019	Remove
Vanguard Windsor II Fund Admiral Shares	VWNAX	was removed by brian	6/19/2019
Vanguard Windsor Fund Admiral Shares	VWNEX	was removed by brian	6/19/2019	Remove
Fidelity Leveraged Company Stock Fund Class K	FLCKX	was removed by brian	6/19/2019
Fidelity Low-Priced Stock Fund Class K	FLPKX	was removed by brian	6/19/2019
Fidelity Advisor Value Strategies Fund Class K	FVSKX	was removed by brian	6/19/2019
Vanguard Mid-Cap Index Fund Institutional Shares	VMCIX	was removed by brian	6/19/2019
Vanguard Strategic Equity Fund Investor Shares	VSEQX	was removed by brian	6/19/2019	Remove
Fidelity Mid-Cap Stock Fund Class K	FKMCX	was removed by brian	6/19/2019
Vanguard Mid-Cap Growth Fund Investor Shares	VMGRX	was removed by brian	6/19/2019
DFA U.S. Vector Equity Portfolio Institutional Class	DFVEX	was removed by brian	6/19/2019	Remove
Fidelity Value Fund Class K	FVLKX	was removed by brian	6/19/2019
Vanguard Selected Value Fund Investor Shares	VASVX	was removed by brian	6/19/2019	Remove
DFA U.S. Small Cap Portfolio Institutional Class	DFSTX	was removed by brian	6/19/2019	Remove
Fidelity Small Cap Stock Fund	FSLCX	was removed by brian	6/19/2019	Remove
Vanguard Small-Cap Index Fund Institutional Shares	VSCIX	was removed by brian	6/19/2019
American Funds SMALLCAP World Fund Class R-6	RLLGX	was removed by brian	6/19/2019	Remove
Fidelity Small Cap Discovery Fund	FSCRX	was removed by brian	6/19/2019	Remove
Fidelity Stock Selector Small Cap Fund	FDSCX	was removed by brian	6/19/2019
Vanguard Explorer Fund Admiral Shares	VEXRX	was removed by brian	6/19/2019	Remove
DFA U.S. Targeted Value Portfolio Institutional Class	DFFVX	was removed by brian	6/19/2019	Remove
PIMCO CommodityRealReturn Strategy Fund Institutional Class	PCRIX	was removed by brian	6/19/2019	Remove
Fidelity Real Estate Income Fund	FRIFX	was removed by brian	6/19/2019	Remove
Fidelity Real Estate Investment Portfolio	FRESX	was removed by brian	6/19/2019	Remove
PIMCO RealEstateRealReturn Strategy Fund Institutional Class	PRRSX	was removed by brian	6/19/2019	Remove
American Funds New World Fund Class R-6	RNWGX	was removed by brian	6/19/2019	Remove
DFA Emerging Markets Value Portfolio Institutional Class	DFEVX	was removed by brian	6/19/2019	Remove
DFA Emerging Markets Portfolio Institutional Class	DFEMX	was removed by brian	6/19/2019	Remove
Fidelity Pacific Basin Fund	FPBFX	was removed by brian	6/19/2019	Remove
Fidelity Europe Fund	FIEUX	was removed by brian	6/19/2019	Remove
American Funds EuroPacific Growth Fund Class R-6	RERGX	was removed by brian	6/19/2019	Remove
DFA Large Cap International Portfolio Institutional Class	DFALX	was removed by brian	6/19/2019	Remove
Fidelity Canada Fund	FICDX	was removed by brian	6/19/2019	Remove
Fidelity International Discovery Fund Class K	FIDKX	was removed by brian	6/19/2019
Fidelity Overseas Fund Class K	FOSKX	was removed by brian	6/19/2019
Vanguard International Growth Fund Admiral Shares	VWILX	was removed by brian	6/19/2019	Remove
Vanguard International Value Fund Investor Shares	VTRIX	was removed by brian	6/19/2019	Remove
Fidelity Diversified International Fund Class K	FDIKX	was removed by brian	6/19/2019
DFA International Value Portfolio Institutional Class	DFIVX	was removed by brian	6/19/2019	Remove
Dodge & Cox International Stock Fund	DODFX	was removed by brian	6/19/2019	Remove
Fidelity International Small Cap Fund	FISMX	was removed by brian	6/19/2019	Remove
Vanguard International Explorer Fund Investor Shares	VINEX	was removed by brian	6/19/2019	Remove
DFA International Small Company Portfolio Institutional Class	DFISX	was removed by brian	6/19/2019	Remove
DFA International Vector Equity Portfolio Institutional Class	DFVQX	was removed by brian	6/19/2019	Remove
DFA Global Real Estate Securities Portfolio	DFGEX	was removed by brian	6/19/2019	Remove
Fidelity International Real Estate Fund	FIREX	was removed by brian	6/19/2019	Remove
Fidelity Japan Fund	FJPNX	was removed by brian	6/19/2019	Remove
Fidelity Latin America Fund	FLATX	was removed by brian	6/19/2019	Remove
Fidelity China Region Fund	FHKCX	was removed by brian	6/19/2019	Remove
American Funds Capital World Growth and Income Fund Class R-6	RWIGX	was removed by brian	6/19/2019	Remove
American Funds International Growth and Income Fund Class R-6	RIGGX	was removed by brian	6/19/2019	Remove
European Stock Index		was removed by brian	6/19/2019	Remove
American Funds New Perspective Fund Class R-6	RNPGX	was removed by brian	6/19/2019	Remove
Dodge & Cox Global Stock Fund	DODWX	was removed by brian	6/19/2019	Remove
Vanguard Global Equity Fund Investor Shares	VHGEX	was removed by brian	6/19/2019	Remove
Vanguard Wellesley Income Fund Admiral Shares	VWIAX	was removed by brian	6/19/2019	Remove
Fidelity Convertible Securities Fund	FCVSX	was removed by brian	6/19/2019	Remove
American Funds American Balanced Fund Class R-6	RLBGX	was removed by brian	6/19/2019	Remove
Dodge & Cox Balanced Fund	DODBX	was removed by brian	6/19/2019	Remove
Fidelity Balanced Fund Class K	FBAKX	was removed by brian	6/19/2019
PIMCO All Asset All Authority Fund Institutional Class	PAUIX	was removed by brian	6/19/2019	Remove
PIMCO All Asset Fund Institutional Class	PAAIX	was removed by brian	6/19/2019
Vanguard Star Fund Investor Shares	VGSTX	was removed by brian	6/19/2019	Remove
Vanguard Wellington Fund Admiral Shares	VWENX	was removed by brian	6/19/2019	Remove
Fidelity Global Balanced Fund	FGBLX	was removed by brian	6/19/2019
Income Plus Fund		was added by brian	6/19/2019	Remove
Vanguard Target Retirement 2010 Fund Investor Shares	VTENX	was removed by brian	6/19/2019
Income Plus Fund		was removed by brian	6/19/2019	Remove
Fidelity New Markets Income Fund	FNMIX	was removed by brian	6/19/2019	Remove
PIMCO Emerging Local Bond Fund Institutional Class	PELBX	was removed by brian	6/19/2019
PIMCO Emerging Markets Bond Fund Institutional Class	PEBIX	was removed by brian	6/19/2019	Remove
Fidelity Capital & Income Fund	FAGIX	was removed by brian	6/19/2019	Remove
Fidelity Floating Rate High Income Fund	FFRHX	was removed by brian	6/19/2019
Fidelity High Income Fund	SPHIX	was removed by brian	6/19/2019	Remove
PIMCO High Yield Fund Institutional Class	PHIYX	was removed by brian	6/19/2019	Remove
Vanguard High-Yield Corporate Fund Admiral Shares	VWEAX	was removed by brian	6/19/2019	Remove
Fidelity GNMA Fund	FGMNX	was removed by brian	6/19/2019	Remove
Fidelity Intermediate Government Income Fund	FSTGX	was removed by brian	6/19/2019
PIMCO GNMA Fund Institutional Class	PDMIX	was removed by brian	6/19/2019
PIMCO Mortgage-Backed Securities Fund Institutional Class	PTRIX	was removed by brian	6/19/2019	Remove
Vanguard GNMA Fund Admiral Shares	VFIJX	was removed by brian	6/19/2019	Remove
Vanguard Inflation-Protected Securities Fund Institutional Shares	VIPIX	was removed by brian	6/19/2019
Vanguard Intermediate-Term Treasury Fund Admiral Shares	VFIUX	was removed by brian	6/19/2019	Remove
Dodge & Cox Income Fund	DODIX	was removed by brian	6/19/2019	Remove
Fidelity Intermediate Bond Fund	FTHRX	was removed by brian	6/19/2019
Fidelity Total Bond Fund	FTBFX	was removed by brian	6/19/2019	Remove
Fidelity Government Income Fund	FGOVX	was removed by brian	6/19/2019	Remove
PIMCO Investment Grade Corporate Bond Fund Institutional Class	PIGIX	was removed by brian	6/19/2019	Remove
PIMCO Moderate Duration Fund Institutional Class	PMDRX	was removed by brian	6/19/2019
PIMCO TOTAL RETURN ESG FUND		was removed by brian	6/19/2019	Remove
PIMCO Total Return Fund Institutional Class	PTTRX	was removed by brian	6/19/2019
Vanguard Intermediate-Term Bond Index Fund Institutional Shares	VBIMX	was removed by brian	6/19/2019
Vanguard Intermediate-Term Investment-Grade Fund Admiral Shares	VFIDX	was removed by brian	6/19/2019	Remove
PIMCO Long-Term U.S. Government Fund Institutional Class	PGOVX	was removed by brian	6/19/2019
PIMCO Real Return Fund Institutional Class	PRRIX	was removed by brian	6/19/2019
PIMCO Real Return Asset Fund Institutional Class	PRAIX	was removed by brian	6/19/2019
Vanguard Long-Term Treasury Fund Admiral Shares	VUSUX	was removed by brian	6/19/2019	Remove
Vanguard Long-Term Bond Index Fund Institutional Shares	VBLLX	was removed by brian	6/19/2019	Remove
Vanguard Long-Term Investment-Grade Fund Admiral Shares	VWETX	was removed by brian	6/19/2019	Remove
Fidelity Strategic Income Fund	FSICX	was removed by brian	6/19/2019
PIMCO Diversified Income Fund Institutional Class	PDIIX	was removed by brian	6/19/2019
PIMCO Unconstrained Bond Fund Institutional Class	PFIUX	was removed by brian	6/19/2019
Fidelity Limited Term Government Fund	FFXSX	was removed by brian	6/19/2019	Remove
Vanguard Short-Term Federal Fund Admiral Shares	VSGDX	was removed by brian	6/19/2019	Remove
Vanguard Short-Term Treasury Fund Admiral Shares	VFIRX	was removed by brian	6/19/2019	Remove
Fidelity Short-Term Bond Fund	FSHBX	was removed by brian	6/19/2019
PIMCO LOW DURATION ESG FUND		was removed by brian	6/19/2019	Remove
PIMCO Low Duration Fund Institutional Class	PTLDX	was removed by brian	6/19/2019
Vanguard Short-Term Bond Index Fund Institutional Shares	VBITX	was removed by brian	6/19/2019
American Funds Capital World Bond Fund Class R-6	RCWGX	was removed by brian	6/19/2019	Remove
PIMCO Foreign Bond (Unhedged) Fund Institutional Class	PFUIX	was removed by brian	6/19/2019
PIMCO Foreign Bond (U.S. Dollar-Hedged) Fund Institutional Class	PFORX	was removed by brian	6/19/2019
PIMCO Global Bond (Unhedged) Fund Institutional Class	PIGLX	was removed by brian	6/19/2019
PIMCO Global Bond (US Dollar-Hedged) Fund Institutional Class	PGBIX	was removed by brian	6/19/2019
Vanguard Short-Term Investment-Grade Fund Institutional Shares	VFSIX	was removed by brian	6/19/2019
European Stock Index		was added by brian	6/19/2019	Remove
Pacific Stock Index		was added by brian	6/19/2019
International Stock Market Index		was added by brian	6/19/2019
Emerging Market Stock Index		was added by brian	6/19/2019
Inflation Protected Bond		was added by brian	6/19/2019	Remove
Interest Income Fund		was added by brian	6/19/2019
Interest Income Fund		was removed by brian	6/19/2019
International Business Machines Corp.	IBM	was added by brian	6/19/2019	Remove
International Real Estate Index		was added by brian	6/19/2019	Remove
Long-Term Corporate Bond		was added by brian	6/19/2019	Remove
High Yield & Emerging Market Bond		was added by brian	6/19/2019	Remove
Total Bond Market		was added by brian	6/19/2019
Aggressive Portfolio		was added by brian	6/19/2019
Moderate Portfolio		was added by brian	6/19/2019
Conservative Portfolio		was added by brian	6/19/2019
Target Retirement 2055		was added by brian	6/19/2019
Target Retirement 2050		was added by brian	6/19/2019
Target Retirement 2045		was added by brian	6/19/2019
Target Retirement 2040		was added by brian	6/19/2019
Target Retirement 2035		was added by brian	6/19/2019
Target Retirement 2030		was added by brian	6/19/2019
Target Retirement 2025		was added by brian	6/19/2019
Target Retirement 2020		was added by brian	6/19/2019
Target Retirement 2015		was added by brian	6/19/2019
Income Plus Fund		was added by brian	6/19/2019	Remove
Income Plus Fund		was removed by brian	6/19/2019	Remove
Vanguard Total Stock Market Index Trust		was added by brian	6/19/2019	Remove
Large Company Index		was added by brian	6/19/2019
Small-Cap Value Index		was added by brian	6/19/2019
Small-Cap Growth Index		was added by brian	6/19/2019
Vanguard Large Cap Value (Russell 1000 Value) Index Trust		was added by brian	6/19/2019	Remove
Vanguard Russell 1000 Growth Index Trust		was added by brian	6/19/2019
Small/Mid-Cap Index		was added by brian	6/19/2019	Remove
Global REIT Stock Index		was added by brian	6/19/2019
Global REIT Stock Index		was removed by brian	6/19/2019
Global REIT Stock Index		was added by brian	6/19/2019
REIT Index		was added by brian	6/19/2019
Vanguard FTSE Social Index Fund Institutional Shares	VFTNX	was added by Deleted User	4/9/2014	Remove
Vanguard FTSE Social Index Fund Investor Shares	VFTSX	was removed by Deleted User	4/9/2014
Vanguard Short-Term Investment-Grade Fund Institutional Shares	VFSIX	was added by Deleted User	4/9/2014
Vanguard Short-Term Investment-Grade Fund Admiral Shares	VFSUX	was removed by Deleted User	4/9/2014	Remove
Vanguard Growth and Income Fund Investor Shares	VQNPX	was removed by dghidali	12/19/2013
Vanguard Energy ETF	VDE	was removed by dghidali	12/19/2013
Fidelity Mega Cap Stock Fund	FGRTX	was removed by dghidali	12/19/2013
PIMCO Global Bond (US Dollar-Hedged) Fund Institutional Class	PGBIX	was added by dghidali	12/19/2013
PIMCO Global Bond (Unhedged) Fund Institutional Class	PIGLX	was added by dghidali	12/19/2013
PIMCO Foreign Bond (U.S. Dollar-Hedged) Fund Institutional Class	PFORX	was added by dghidali	12/19/2013
PIMCO Foreign Bond (Unhedged) Fund Institutional Class	PFUIX	was added by dghidali	12/19/2013
American Funds Capital World Bond Fund Class R-6	RCWGX	was added by dghidali	12/19/2013	Remove
Vanguard Short-Term Investment-Grade Fund Admiral Shares	VFSUX	was added by dghidali	12/19/2013	Remove
Vanguard Short-Term Bond Index Fund Institutional Shares	VBITX	was added by dghidali	12/19/2013
PIMCO Low Duration Fund Institutional Class	PTLDX	was added by dghidali	12/19/2013
PIMCO LOW DURATION ESG FUND		was added by dghidali	12/19/2013	Remove
Fidelity Short-Term Bond Fund	FSHBX	was added by dghidali	12/19/2013
Vanguard Short-Term Treasury Fund Admiral Shares	VFIRX	was added by dghidali	12/19/2013	Remove
Vanguard Short-Term Federal Fund Admiral Shares	VSGDX	was added by dghidali	12/19/2013	Remove
Fidelity Limited Term Government Fund	FFXSX	was added by dghidali	12/19/2013	Remove
PIMCO Unconstrained Bond Fund Institutional Class	PFIUX	was added by dghidali	12/19/2013
PIMCO Diversified Income Fund Institutional Class	PDIIX	was added by dghidali	12/19/2013
Fidelity Strategic Income Fund	FSICX	was added by dghidali	12/19/2013
Vanguard Long-Term Investment-Grade Fund Admiral Shares	VWETX	was added by dghidali	12/19/2013	Remove
Vanguard Long-Term Bond Index Fund Institutional Shares	VBLLX	was added by dghidali	12/19/2013	Remove
Vanguard Long-Term Treasury Fund Admiral Shares	VUSUX	was added by dghidali	12/19/2013	Remove
PIMCO Real Return Asset Fund Institutional Class	PRAIX	was added by dghidali	12/19/2013
PIMCO Real Return Fund Institutional Class	PRRIX	was added by dghidali	12/19/2013
PIMCO Long-Term U.S. Government Fund Institutional Class	PGOVX	was added by dghidali	12/19/2013
Vanguard Intermediate-Term Investment-Grade Fund Admiral Shares	VFIDX	was added by dghidali	12/19/2013	Remove
Vanguard Intermediate-Term Bond Index Fund Institutional Shares	VBIMX	was added by dghidali	12/19/2013
PIMCO Total Return Fund Institutional Class	PTTRX	was added by dghidali	12/19/2013
PIMCO TOTAL RETURN ESG FUND		was added by dghidali	12/19/2013	Remove
PIMCO Moderate Duration Fund Institutional Class	PMDRX	was added by dghidali	12/19/2013
PIMCO Investment Grade Corporate Bond Fund Institutional Class	PIGIX	was added by dghidali	12/19/2013	Remove
Fidelity Government Income Fund	FGOVX	was added by dghidali	12/19/2013	Remove
Fidelity Total Bond Fund	FTBFX	was added by dghidali	12/19/2013	Remove
Fidelity Intermediate Bond Fund	FTHRX	was added by dghidali	12/19/2013
Dodge & Cox Income Fund	DODIX	was added by dghidali	12/19/2013	Remove
Vanguard Intermediate-Term Treasury Fund Admiral Shares	VFIUX	was added by dghidali	12/19/2013	Remove
Vanguard Inflation-Protected Securities Fund Institutional Shares	VIPIX	was added by dghidali	12/19/2013
Vanguard GNMA Fund Admiral Shares	VFIJX	was added by dghidali	12/19/2013	Remove
PIMCO Mortgage-Backed Securities Fund Institutional Class	PTRIX	was added by dghidali	12/19/2013	Remove
PIMCO GNMA Fund Institutional Class	PDMIX	was added by dghidali	12/19/2013
Fidelity Intermediate Government Income Fund	FSTGX	was added by dghidali	12/19/2013
Fidelity GNMA Fund	FGMNX	was added by dghidali	12/19/2013	Remove
Vanguard High-Yield Corporate Fund Admiral Shares	VWEAX	was added by dghidali	12/19/2013	Remove
PIMCO High Yield Fund Institutional Class	PHIYX	was added by dghidali	12/19/2013	Remove
Fidelity High Income Fund	SPHIX	was added by dghidali	12/19/2013	Remove
Fidelity Floating Rate High Income Fund	FFRHX	was added by dghidali	12/19/2013
Fidelity Capital & Income Fund	FAGIX	was added by dghidali	12/19/2013	Remove
PIMCO Emerging Markets Bond Fund Institutional Class	PEBIX	was added by dghidali	12/19/2013	Remove
PIMCO Emerging Local Bond Fund Institutional Class	PELBX	was added by dghidali	12/19/2013
Fidelity New Markets Income Fund	FNMIX	was added by dghidali	12/19/2013	Remove
Fidelity Freedom K 2025 Fund	FKTWX	was added by dghidali	12/19/2013
Fidelity Freedom K 2020 Fund	FFKDX	was added by dghidali	12/19/2013
Fidelity Freedom K 2015 Fund	FKVFX	was added by dghidali	12/19/2013
Income Plus Fund		was added by dghidali	12/19/2013	Remove
Vanguard Target Retirement 2010 Fund Investor Shares	VTENX	was added by dghidali	12/19/2013
Fidelity Freedom K Income Fund	FFKAX	was added by dghidali	12/19/2013
Fidelity Freedom K 2010 Fund	FFKCX	was added by dghidali	12/19/2013
Fidelity Freedom K 2005 Fund	FFKVX	was added by dghidali	12/19/2013
Fidelity Freedom K 2000	FFKBX	was added by dghidali	12/19/2013
Fidelity Global Balanced Fund	FGBLX	was added by dghidali	12/19/2013
Vanguard Wellington Fund Admiral Shares	VWENX	was added by dghidali	12/19/2013	Remove
Vanguard Star Fund Investor Shares	VGSTX	was added by dghidali	12/19/2013	Remove
PIMCO All Asset Fund Institutional Class	PAAIX	was added by dghidali	12/19/2013
PIMCO All Asset All Authority Fund Institutional Class	PAUIX	was added by dghidali	12/19/2013	Remove
Fidelity Balanced Fund Class K	FBAKX	was added by dghidali	12/19/2013
Dodge & Cox Balanced Fund	DODBX	was added by dghidali	12/19/2013	Remove
American Funds American Balanced Fund Class R-6	RLBGX	was added by dghidali	12/19/2013	Remove
Fidelity Convertible Securities Fund	FCVSX	was added by dghidali	12/19/2013	Remove
Vanguard Wellesley Income Fund Admiral Shares	VWIAX	was added by dghidali	12/19/2013	Remove
Vanguard Global Equity Fund Investor Shares	VHGEX	was added by dghidali	12/19/2013	Remove
Dodge & Cox Global Stock Fund	DODWX	was added by dghidali	12/19/2013	Remove
American Funds New Perspective Fund Class R-6	RNPGX	was added by dghidali	12/19/2013	Remove
American Funds International Growth and Income Fund Class R-6	RIGGX	was added by dghidali	12/19/2013	Remove
American Funds Capital World Growth and Income Fund Class R-6	RWIGX	was added by dghidali	12/19/2013	Remove
Fidelity China Region Fund	FHKCX	was added by dghidali	12/19/2013	Remove
Fidelity Latin America Fund	FLATX	was added by dghidali	12/19/2013	Remove
Fidelity Japan Fund	FJPNX	was added by dghidali	12/19/2013	Remove
Fidelity International Real Estate Fund	FIREX	was added by dghidali	12/19/2013	Remove
DFA Global Real Estate Securities Portfolio	DFGEX	was added by dghidali	12/19/2013	Remove
DFA International Vector Equity Portfolio Institutional Class	DFVQX	was added by dghidali	12/19/2013	Remove
DFA International Small Company Portfolio Institutional Class	DFISX	was added by dghidali	12/19/2013	Remove
Vanguard International Explorer Fund Investor Shares	VINEX	was added by dghidali	12/19/2013	Remove
Fidelity International Small Cap Fund	FISMX	was added by dghidali	12/19/2013	Remove
Dodge & Cox International Stock Fund	DODFX	was added by dghidali	12/19/2013	Remove
DFA International Value Portfolio Institutional Class	DFIVX	was added by dghidali	12/19/2013	Remove
Fidelity Diversified International Fund Class K	FDIKX	was added by dghidali	12/19/2013
Vanguard International Value Fund Investor Shares	VTRIX	was added by dghidali	12/19/2013	Remove
Vanguard International Growth Fund Admiral Shares	VWILX	was added by dghidali	12/19/2013	Remove
Fidelity Overseas Fund Class K	FOSKX	was added by dghidali	12/19/2013
Fidelity International Discovery Fund Class K	FIDKX	was added by dghidali	12/19/2013
Fidelity Canada Fund	FICDX	was added by dghidali	12/19/2013	Remove
DFA Large Cap International Portfolio Institutional Class	DFALX	was added by dghidali	12/19/2013	Remove
American Funds EuroPacific Growth Fund Class R-6	RERGX	was added by dghidali	12/19/2013	Remove
Fidelity Europe Fund	FIEUX	was added by dghidali	12/19/2013	Remove
Fidelity Pacific Basin Fund	FPBFX	was added by dghidali	12/19/2013	Remove
DFA Emerging Markets Portfolio Institutional Class	DFEMX	was added by dghidali	12/19/2013	Remove
DFA Emerging Markets Value Portfolio Institutional Class	DFEVX	was added by dghidali	12/19/2013	Remove
American Funds New World Fund Class R-6	RNWGX	was added by dghidali	12/19/2013	Remove
PIMCO RealEstateRealReturn Strategy Fund Institutional Class	PRRSX	was added by dghidali	12/19/2013	Remove
Fidelity Real Estate Investment Portfolio	FRESX	was added by dghidali	12/19/2013	Remove
Fidelity Real Estate Income Fund	FRIFX	was added by dghidali	12/19/2013	Remove
PIMCO CommodityRealReturn Strategy Fund Institutional Class	PCRIX	was added by dghidali	12/19/2013	Remove
DFA U.S. Targeted Value Portfolio Institutional Class	DFFVX	was added by dghidali	12/19/2013	Remove
Vanguard Explorer Fund Admiral Shares	VEXRX	was added by dghidali	12/19/2013	Remove
Fidelity Stock Selector Small Cap Fund	FDSCX	was added by dghidali	12/19/2013
Fidelity Small Cap Discovery Fund	FSCRX	was added by dghidali	12/19/2013	Remove
American Funds SMALLCAP World Fund Class R-6	RLLGX	was added by dghidali	12/19/2013	Remove
Vanguard Small-Cap Index Fund Institutional Shares	VSCIX	was added by dghidali	12/19/2013
Fidelity Small Cap Stock Fund	FSLCX	was added by dghidali	12/19/2013	Remove
DFA U.S. Small Cap Portfolio Institutional Class	DFSTX	was added by dghidali	12/19/2013	Remove
Vanguard Selected Value Fund Investor Shares	VASVX	was added by dghidali	12/19/2013	Remove
Fidelity Value Fund Class K	FVLKX	was added by dghidali	12/19/2013
DFA U.S. Vector Equity Portfolio Institutional Class	DFVEX	was added by dghidali	12/19/2013	Remove
Vanguard Mid-Cap Growth Fund Investor Shares	VMGRX	was added by dghidali	12/19/2013
Fidelity Mid-Cap Stock Fund Class K	FKMCX	was added by dghidali	12/19/2013
Vanguard Strategic Equity Fund Investor Shares	VSEQX	was added by dghidali	12/19/2013	Remove
Vanguard Mid-Cap Index Fund Institutional Shares	VMCIX	was added by dghidali	12/19/2013
Fidelity Advisor Value Strategies Fund Class K	FVSKX	was added by dghidali	12/19/2013
Fidelity Low-Priced Stock Fund Class K	FLPKX	was added by dghidali	12/19/2013
Fidelity Leveraged Company Stock Fund Class K	FLCKX	was added by dghidali	12/19/2013
Vanguard Windsor Fund Admiral Shares	VWNEX	was added by dghidali	12/19/2013	Remove
Vanguard Windsor II Fund Admiral Shares	VWNAX	was added by dghidali	12/19/2013
Vanguard Equity-Income Fund Admiral Shares	VEIRX	was added by dghidali	12/19/2013	Remove
Fidelity Equity-Income Fund Class K	FEIKX	was added by dghidali	12/19/2013
Dodge & Cox Stock Fund	DODGX	was added by dghidali	12/19/2013	Remove
American Funds Washington Mutual Investors Fund Class R-6	RWMGX	was added by dghidali	12/19/2013	Remove
American Funds American Mutual Fund Class R-6	RMFGX	was added by dghidali	12/19/2013	Remove
Vanguard PRIMECAP Core Fund Investor Shares	VPCCX	was added by dghidali	12/19/2013
Vanguard Morgan Growth Fund Admiral Shares	VMRAX	was added by dghidali	12/19/2013
Vanguard FTSE Social Index Fund Investor Shares	VFTSX	was added by dghidali	12/19/2013
Fidelity Trend Fund	FTRNX	was added by dghidali	12/19/2013	Remove
Fidelity OTC Portfolio Class K	FOCKX	was added by dghidali	12/19/2013
Fidelity Large Cap Stock Fund	FLCSX	was added by dghidali	12/19/2013	Remove
Fidelity Independence Fund Class K	FDFKX	was added by dghidali	12/19/2013
Fidelity Growth Discovery Fund Class K	FGDKX	was added by dghidali	12/18/2013
Fidelity Growth Company Fund Class K	FGCKX	was added by dghidali	12/18/2013
Fidelity Fifty Fund	FFTYX	was added by dghidali	12/18/2013
Fidelity Export and Multinational Fund Class K	FEXKX	was added by dghidali	12/18/2013
Fidelity Contrafund Fund Class K	FCNKX	was added by dghidali	12/18/2013
Fidelity Capital Appreciation Fund Class K	FCAKX	was added by dghidali	12/18/2013
Fidelity Blue Chip Growth Fund Class K	FBGKX	was added by dghidali	12/18/2013
American Funds The New Economy Fund Class R-6	RNGGX	was added by dghidali	12/18/2013	Remove
American Funds The Growth Fund of America Class R-6	RGAGX	was added by dghidali	12/18/2013	Remove
American Funds AMCAP Fund Class R-6	RAFGX	was added by dghidali	12/18/2013	Remove
Vanguard Growth and Income Fund Admiral Shares	VGIAX	was added by dghidali	12/18/2013	Remove
Vanguard Dividend Growth Fund Investor Shares	VDIGX	was added by dghidali	12/18/2013	Remove
PIMCO StocksPLUS Fund Institutional Class	PSTKX	was added by dghidali	12/18/2013
Fidelity Fund Class K	FFDKX	was added by dghidali	12/18/2013
Fidelity Dividend Growth Fund Class K	FDGKX	was added by dghidali	12/18/2013
DFA U.S. Core Equity 1 Portfolio Institutional Class	DFEOX	was added by dghidali	12/18/2013	Remove
American Funds Investment Company of America Class R-6	RICGX	was added by dghidali	12/18/2013	Remove
American Funds Fundamental Investors Class R-6	RFNGX	was added by dghidali	12/18/2013	Remove
Columbia Bond Fund Class Y	CBFYX	was removed by Deleted User	10/7/2013
Interest Income Fund		was added by manniw	1/5/2012
Fidelity Mega Cap Stock Fund	FGRTX	was added by manniw	1/5/2012
Vanguard Energy ETF	VDE	was added by manniw	1/5/2012
Vanguard Growth and Income Fund Investor Shares	VQNPX	was added by manniw	1/5/2012
Columbia Bond Fund Class Y	CBFYX	was added by manniw	1/5/2012