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Minami Tamaki Llp 401K Profit Sharing Plan
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Plan was created by
gbrafal on 6/19/2014
.
Number of Followers:
2
COMMENTS
help
bmurphy
1/18/2016 6:26:42 PM
Replaced Vanguard Signal w/ Vanguard Admiral class funds.
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TRANSACTIONS
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The investment options available to you through the plan have changed? Add or remove any here and get up-to-date advice:
Name
Ticker
Action
Date
Vanguard Value Index Fund Admiral Shares
VVIAX
was added by bmurphy
1/18/2016
Remove
Vanguard Value Index Fund Signal Shares
VVISX
was removed by bmurphy
1/18/2016
Vanguard Growth Index Fund Admiral Shares
VIGAX
was added by bmurphy
1/18/2016
Remove
Vanguard Growth Index Fund Signal Shares
VIGSX
was removed by bmurphy
1/18/2016
John Hancock Funds Lifestyle Growth Portfolio Class 1
JILGX
was added by gbrafal
6/19/2014
Remove
John Hancock Funds Lifestyle Conservative Portfolio Class 1
JILCX
was added by gbrafal
6/19/2014
Remove
American Funds New World Fund Class R-5
RNWFX
was added by gbrafal
6/19/2014
Remove
BlackRock Global Allocation Fund, Inc. Institutional Shares
MALOX
was added by gbrafal
6/19/2014
Remove
John Hancock Funds Natural Resources Fund Class 1
JINRX
was added by gbrafal
6/19/2014
Remove
John Hancock II Real Estate Securities Fund Class 1
JIREX
was added by gbrafal
6/19/2014
Remove
PIMCO Total Return Fund Class A
PTTAX
was added by gbrafal
6/19/2014
Remove
John Hancock II High Yield Fund Class 1
JIHDX
was added by gbrafal
6/19/2014
Remove
John Hancock Funds Lifestyle Aggressive Portfolio Class 1
JILAX
was added by gbrafal
6/19/2014
Remove
John Hancock Funds Lifestyle Balanced Portfolio Class 1
JILBX
was added by gbrafal
6/19/2014
Remove
John Hancock Funds Lifestyle Moderate Portfolio Class 1
JILMX
was added by gbrafal
6/19/2014
Remove
Vanguard Mid-Cap Value ETF
VOE
was added by gbrafal
6/19/2014
Remove
Vanguard Mid-Cap Growth ETF
VOT
was added by gbrafal
6/19/2014
Remove
Fidelity Advisor Leveraged Company Stock Fund Class A
FLSAX
was added by gbrafal
6/19/2014
Remove
DFA U.S. Targeted Value Portfolio Institutional Class
DFFVX
was added by gbrafal
6/19/2014
Remove
Vanguard Small Cap Value Index Fund Admiral Shares
VSIAX
was added by gbrafal
6/19/2014
Remove
John Hancock Variable Insurance Trust Small Cap Value Trust Series I
JESVX
was added by gbrafal
6/19/2014
Remove
Vanguard Small-Cap Growth Index Fund Admiral Shares
VSGAX
was added by gbrafal
6/19/2014
Remove
Dodge & Cox International Stock Fund
DODFX
was added by gbrafal
6/19/2014
Remove
American Funds Capital World Growth and Income Fund Class R-5
RWIFX
was added by gbrafal
6/19/2014
Remove
Vanguard Value Index Fund Signal Shares
VVISX
was added by gbrafal
6/19/2014
T. Rowe Price Equity Income Fund Advisor Class
PAFDX
was added by gbrafal
6/19/2014
Remove
MFS Massachusetts Investors Trust Class R3
MITHX
was added by gbrafal
6/19/2014
Remove
Davis New York Venture Fund Class A
NYVTX
was added by gbrafal
6/19/2014
Remove
John Hancock II Capital Appreciation Fund Class 1
JICPX
was added by gbrafal
6/19/2014
Remove
Vanguard Growth Index Fund Signal Shares
VIGSX
was added by gbrafal
6/19/2014
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