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Plan was created by
ehale911 on 1/5/2017
.
Number of Followers:
2
COMMENTS
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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
Fidelity International Index
FSPSX
was added by ehale911
2/16/2021
Remove
Janus Triton Fund Class N
JGMNX
was added by ehale911
2/16/2021
Remove
Fidelity Small Cap Index
FSSNX
was added by ehale911
2/16/2021
Remove
Fidelity Mid Cap Index
FSMDX
was added by ehale911
2/16/2021
Remove
JPMorgan Equity Income Fund Class R6
OIEJX
was added by ehale911
2/16/2021
Remove
Fidelity 500 Index
FXAIX
was added by ehale911
2/16/2021
Remove
AB Capital Shs -Z- Large Cap Growth Fund
APGZX
was added by ehale911
2/16/2021
Remove
Baird Core Plus Bond Fund Class Institutional
BCOIX
was added by ehale911
2/16/2021
Remove
Fidelity U.S. Bond Index
FXNAX
was added by ehale911
2/16/2021
Remove
Vanguard REIT Index Fund Admiral Shares
VGSLX
was removed by ehale911
2/16/2021
PIMCO Income Fund Institutional Class
PIMIX
was added by ehale911
2/16/2021
Remove
Vanguard Mid-Cap Index Fund Admiral Shares
VIMAX
was removed by ehale911
2/16/2021
Vanguard Intermediate-Term Government Bond Index Fund Admiral Shares
VSIGX
was removed by ehale911
2/16/2021
Vanguard Emerging Markets Stock Index Fund Admiral Shares
VEMAX
was removed by ehale911
2/16/2021
Vanguard 500 Index Fund Admiral Class
VFIAX
was removed by ehale911
2/16/2021
T. Rowe Price Personal Strategy Growth Fund
TRSGX
was removed by ehale911
2/16/2021
Vanguard Star Fund Investor Shares
VGSTX
was removed by ehale911
2/16/2021
Vanguard Small-Cap Index Fund Admiral Shares
VSMAX
was removed by ehale911
2/16/2021
Vanguard Total International Stock Index Fund Admiral Shares
VTIAX
was removed by ehale911
2/16/2021
Vanguard Wellesley Income Fund Admiral Shares
VWIAX
was removed by ehale911
2/16/2021
PIMCO Investment Grade Corporate Bond Fund Institutional Class
PIGIX
was removed by ehale911
2/16/2021
DFA U.S. Large Cap Value Portfolio Institutional Class
DFLVX
was removed by ehale911
2/16/2021
PIMCO Investment Grade Corporate Bond Fund Institutional Class
PIGIX
was added by ehale911
4/13/2020
Vanguard Wellesley Income Fund Admiral Shares
VWIAX
was added by ehale911
1/11/2018
Vanguard Total International Stock Index Fund Admiral Shares
VTIAX
was added by ehale911
1/11/2018
Vanguard Small-Cap Index Fund Admiral Shares
VSMAX
was added by ehale911
1/11/2018
Vanguard Star Fund Investor Shares
VGSTX
was added by ehale911
1/11/2018
Vanguard REIT Index Fund Admiral Shares
VGSLX
was added by ehale911
1/11/2018
Vanguard Mid-Cap Index Fund Admiral Shares
VIMAX
was added by ehale911
1/11/2018
Vanguard Intermediate-Term Government Bond Index Fund Admiral Shares
VSIGX
was added by ehale911
1/11/2018
Vanguard Emerging Markets Stock Index Fund Admiral Shares
VEMAX
was added by ehale911
1/11/2018
Vanguard 500 Index Fund Admiral Class
VFIAX
was added by ehale911
1/11/2018
DFA Real Estate Securities Portfolio Institutional Class
DFREX
was removed by ehale911
1/11/2018
T. Rowe Price Personal Strategy Growth Fund
TRSGX
was added by ehale911
1/11/2018
DFA U.S. Large Cap Value Portfolio Institutional Class
DFLVX
was added by ehale911
1/11/2018
DFA T.A. U.S. Core Equity 2 Portfolio Institutional Class
DFTCX
was removed by ehale911
1/11/2018
DFA International Core Equity Portfolio Institutional Class
DFIEX
was removed by ehale911
1/11/2018
DFA One-Year Fixed Income Portfolio Institutional Class
DFIHX
was removed by ehale911
1/11/2018
DFA Emerging Markets Core Equity Portfolio Institutional Class
DFCEX
was removed by ehale911
1/11/2018
DFA U.S. Core Equity 1 Portfolio Institutional Class
DFEOX
was removed by ehale911
1/11/2018
DFA Two Year Global Fixed Income Portfolio Institutional Class
DFGFX
was removed by ehale911
1/11/2018
DFA International Value Portfolio Institutional Class
DFIVX
was removed by ehale911
1/11/2018
DFA International Small Cap Value Portfolio Institutional Class
DISVX
was removed by ehale911
1/11/2018
DFA International Real Estate Securities Portfolio Institutional Class
DFITX
was removed by ehale911
1/11/2018
DFA Intermediate Government Fixed Income Portfolio Institutional Class
DFIGX
was removed by ehale911
1/11/2018
DFA Five-Year Global Fixed Income Portfolio Institutional Class
DFGBX
was removed by ehale911
1/11/2018
DFA U.S. Large Cap Value Portfolio Institutional Class
DFLVX
was removed by ehale911
1/11/2018
DFA Emerging Markets Value Portfolio Institutional Class
DFEVX
was removed by ehale911
1/11/2018
DFA Emerging Markets Small Cap Portfolio Institutional Class
DEMSX
was removed by ehale911
1/11/2018
DFA U.S. Targeted Value Portfolio Institutional Class
DFFVX
was removed by ehale911
1/11/2018
Dreyfus Government Cash Management Fund Institutional Shares
DGCXX
was removed by ehale911
1/11/2018
DFA U.S. Core Equity II Portfolio Institutional Class
DFQTX
was removed by ehale911
1/11/2018
Dreyfus Government Cash Management Fund Institutional Shares
DGCXX
was added by ehale911
1/5/2017
DFA U.S. Core Equity II Portfolio Institutional Class
DFQTX
was added by ehale911
1/5/2017
DFA Two Year Global Fixed Income Portfolio Institutional Class
DFGFX
was added by ehale911
1/5/2017
DFA International Value Portfolio Institutional Class
DFIVX
was added by ehale911
1/5/2017
DFA International Small Cap Value Portfolio Institutional Class
DISVX
was added by ehale911
1/5/2017
DFA International Real Estate Securities Portfolio Institutional Class
DFITX
was added by ehale911
1/5/2017
DFA Intermediate Government Fixed Income Portfolio Institutional Class
DFIGX
was added by ehale911
1/5/2017
DFA Five-Year Global Fixed Income Portfolio Institutional Class
DFGBX
was added by ehale911
1/5/2017
DFA Emerging Markets Value Portfolio Institutional Class
DFEVX
was added by ehale911
1/5/2017
DFA U.S. Core Equity 1 Portfolio Institutional Class
DFEOX
was added by ehale911
1/5/2017
DFA U.S. Targeted Value Portfolio Institutional Class
DFFVX
was added by ehale911
1/5/2017
DFA Emerging Markets Small Cap Portfolio Institutional Class
DEMSX
was added by ehale911
1/5/2017
DFA U.S. Large Cap Value Portfolio Institutional Class
DFLVX
was added by ehale911
1/5/2017
DFA T.A. U.S. Core Equity 2 Portfolio Institutional Class
DFTCX
was added by ehale911
1/5/2017
DFA Real Estate Securities Portfolio Institutional Class
DFREX
was added by ehale911
1/5/2017
DFA One-Year Fixed Income Portfolio Institutional Class
DFIHX
was added by ehale911
1/5/2017
DFA International Core Equity Portfolio Institutional Class
DFIEX
was added by ehale911
1/5/2017
DFA Emerging Markets Core Equity Portfolio Institutional Class
DFCEX
was added by ehale911
1/5/2017
Plan Transactions
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