| Name | Ticker | Action | Date | |
| American Funds Capital World Growth & Income - R4 | | was added by bmurphy | 5/1/2019 | Remove |
| American Funds Capital World Growth & Income - R4 | | was removed by bmurphy | 5/1/2019 | Remove |
| American Funds Capital World Growth & Income - R4 | | was added by bmurphy | 5/1/2019 | Remove |
| American Funds Capital World Growth & Income - R4 | | was removed by bmurphy | 5/1/2019 | Remove |
| Oppenheimer Dev Markets A | | was added by bmurphy | 5/1/2019 | Remove |
| Oppenheimer Intl. Growth Y | | was added by bmurphy | 5/1/2019 | Remove |
| American Funds Capital World Growth & Income - R4 | | was added by bmurphy | 5/1/2019 | Remove |
| American Funds 2010 Target Date Retirement Fund Class R-4 | RDATX | was added by bmurphy | 5/1/2019 | Remove |
| American Funds 2015 Target Date Retirement Fund Class R-4 | RDBTX | was added by bmurphy | 5/1/2019 | Remove |
| American Funds 2020 Target Date Retirement Fund Class R-4 | RDCTX | was added by bmurphy | 5/1/2019 | Remove |
| American Funds 2025 Target Date Retirement Fund Class R-4 | RDDTX | was added by bmurphy | 5/1/2019 | Remove |
| American Funds 2030 Target Date Retirement Fund Class R-4 | RDETX | was added by bmurphy | 5/1/2019 | Remove |
| American Funds 2035 Target Date Retirement Fund Class R-4 | RDFTX | was added by bmurphy | 5/1/2019 | Remove |
| American Funds 2040 Target Date Retirement Fund Class R-4 | RDGTX | was added by bmurphy | 5/1/2019 | Remove |
| American Funds 2045 Target Date Retirement Fund Class R-4 | RDHTX | was added by bmurphy | 5/1/2019 | Remove |
| American Funds 2050 Target Date Retirement Fund Class R-4 | RDITX | was added by bmurphy | 5/1/2019 | Remove |
| American Funds 2055 Target Date Retirement Fund Class R-4 | RDJTX | was added by bmurphy | 5/1/2019 | Remove |
| American Funds 2060 Target Date Retirement Fund Class R-4 | RDKTX | was added by bmurphy | 5/1/2019 | Remove |
| Virtus Ceredex Small Cap Value Equity I | | was added by bmurphy | 5/1/2019 | Remove |
| AllianzGI NFJ Small Cap Value Admin | | was added by bmurphy | 5/1/2019 | Remove |
| American Century Heritage A | | was added by bmurphy | 5/1/2019 | Remove |
| Vanguard VIP Small Company Growth Instl. | | was added by bmurphy | 5/1/2019 | Remove |
| PIMCO Total Return Fund Administrative Class | PTRAX | was added by bmurphy | 5/1/2019 | Remove |
| Alternate Fixed Account | | was added by bmurphy | 5/1/2019 | Remove |
| Pioneer Strategic Income Fund Class Y | STRYX | was added by bmurphy | 5/1/2019 | Remove |
| Templeton Global Bond Fund Class A | TPINX | was added by bmurphy | 5/1/2019 | Remove |
| PIMCO High Yield Fund Administrative Class | PHYAX | was added by bmurphy | 5/1/2019 | Remove |
| Fidelity VIP Asset Mngr Initial | | was added by bmurphy | 5/1/2019 | Remove |
| Fidelity VIP Eqty-Inc Init | | was added by bmurphy | 5/1/2019 | Remove |
| Pioneer VCT Inst | | was added by bmurphy | 5/1/2019 | Remove |
| State Street S&P 500 Index Cl F | | was added by bmurphy | 5/1/2019 | Remove |
| Thornburg Value R3 | | was added by bmurphy | 5/1/2019 | Remove |
| American Century Ultra Inv. | | was added by bmurphy | 5/1/2019 | Remove |
| Fidelity VIP Contrafund Init | | was added by bmurphy | 5/1/2019 | Remove |
| Virtus Ceredex MCV Equity I | | was added by bmurphy | 5/1/2019 | Remove |
| Columbia MidCap Index A | | was added by bmurphy | 5/1/2019 | Remove |