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

Sandals

Send me updates


Share this plan


Plan was created by litbar7 on 2/11/2012.
Number of Followers: 2


COMMENTS plan comments help
comment plan bmurphy 1/14/2016 11:06:26 AM
Replaced Vanguard Signal funds w/ Vanguard Admiral class shares.

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 Mid-Cap Index Fund Admiral SharesVIMAXwas added by bmurphy1/14/2016Remove
Vanguard Mid-Cap Index Fund Signal SharesVMISXwas removed by bmurphy1/14/2016
Vanguard Total Bond Market Index Fund Admiral SharesVBTLXwas added by bmurphy1/14/2016Remove
Vanguard Total Bond Market Index Fund Signal SharesVBTSXwas removed by bmurphy1/14/2016
Vanguard Growth Index Fund Admiral SharesVIGAXwas added by bmurphy1/14/2016Remove
Vanguard Growth Index Fund Signal SharesVIGSXwas removed by bmurphy1/14/2016
Vanguard Total International Stock Index Fund Investor SharesVGTSXwas added by litbar72/16/2012Remove
Vanguard Small Capitalization Growth Index Fund Investor SharesVISGXwas added by litbar72/16/2012Remove
PRIMECAP Odyssey Aggressive Growth FundPOAGXwas removed by litbar72/14/2012
PRIMECAP Odyssey Aggressive Growth FundPOAGXwas added by litbar72/14/2012
PIMCO Total Return Fund Administrative ClassPTRAXwas removed by litbar72/11/2012
Vanguard Total Bond Market Index Fund Signal SharesVBTSXwas added by litbar72/11/2012
Vanguard Growth Index Fund Signal SharesVIGSXwas added by litbar72/11/2012
Vanguard Mid-Cap Index Fund Signal SharesVMISXwas added by litbar72/11/2012
Vanguard Small Capitalization Value Index Fund Investor SharesVISVXwas added by litbar72/11/2012Remove
US Cash / Money MarketUSCASHwas added by litbar72/11/2012Remove
Vanguard Wellington Fund Investor SharesVWELXwas added by litbar72/11/2012Remove
Vanguard PRIMECAP Fund Investor SharesVPMCXwas added by litbar72/11/2012Remove
Vanguard International Growth Fund Investor SharesVWIGXwas added by litbar72/11/2012Remove
PIMCO Total Return Fund Administrative ClassPTRAXwas added by litbar72/11/2012
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