| Name | Ticker | Action | Date | |
| State Street Emerging Markets Index Ret. Acct. | | was added by bmurphy | 1/27/2019 | Remove |
| State Street Emerging Markets Index Ret. Acct. | | was removed by bmurphy | 1/27/2019 | |
| Vanguard Target Retirement 2010 Fund Investor Shares | VTENX | was removed by bmurphy | 1/27/2019 | |
| Vanguard Target Retirement 2050 Fund Investor Shares | VFIFX | was added by bmurphy | 5/11/2017 | Remove |
| Vanguard Target Retirement 2045 Fund Investor Shares | VTIVX | was added by bmurphy | 5/11/2017 | Remove |
| Vanguard Target Retirement 2055 Fund Investor Shares | VFFVX | was added by bmurphy | 5/11/2017 | Remove |
| Vanguard Target Retirement 2040 Fund Investor Shares | VFORX | was added by bmurphy | 5/11/2017 | Remove |
| Vanguard Target Retirement 2035 Fund Investor Shares | VTTHX | was added by bmurphy | 5/11/2017 | Remove |
| Vanguard Target Retirement 2030 Fund Investor Shares | VTHRX | was added by bmurphy | 5/11/2017 | Remove |
| Vanguard Target Retirement 2025 Fund Investor Shares | VTTVX | was added by bmurphy | 5/11/2017 | Remove |
| Vanguard Target Retirement 2020 Fund Investor Shares | VTWNX | was added by bmurphy | 5/11/2017 | Remove |
| Vanguard Target Retirement 2015 Fund Investor Shares | VTXVX | was added by bmurphy | 5/11/2017 | Remove |
| Vanguard Target Retirement 2010 Fund Investor Shares | VTENX | was added by bmurphy | 5/11/2017 | |
| Vanguard Target Retirement Income Fund Investor Shares | VTINX | was added by bmurphy | 5/11/2017 | Remove |
| State Street International Index Ret. Acct. | | was added by bmurphy | 5/11/2017 | Remove |
| Janus Triton Fund Class N | JGMNX | was added by bmurphy | 5/11/2017 | Remove |
| TA Vanguard REIT Index Ret. Acct. | | was added by bmurphy | 5/11/2017 | Remove |
| American Funds New Perspective Fund Class R-5 | RNPFX | was added by bmurphy | 5/11/2017 | Remove |
| American Funds New Perspective Fund Class R-6 | RNPGX | was added by bmurphy | 5/11/2017 | Remove |
| Invesco International Growth Fund Class R6 | IGFRX | was added by bmurphy | 5/11/2017 | Remove |
| Oakmark International Fund Class I | OAKIX | was added by bmurphy | 5/11/2017 | Remove |
| State Street Emerging Markets Index Ret. Acct. | | was added by bmurphy | 5/11/2017 | |
| Franklin Small Cap Value Fund Advisor Class | FVADX | was added by bmurphy | 5/11/2017 | Remove |
| State Street Russell Small Cap Index Ret. Acct. | | was added by bmurphy | 5/11/2017 | Remove |
| Janus Triton Fund Class T | JATTX | was added by bmurphy | 5/11/2017 | Remove |
| Morgan Stanley Institutional Fund, Inc. Growth Portfolio Class I | MSEQX | was added by bmurphy | 5/11/2017 | Remove |
| Transamerica Partners Stock Index Ret. Acct. | | was added by bmurphy | 5/11/2017 | Remove |
| Legal & General S&P 500 Ret. Acct. | | was added by bmurphy | 5/11/2017 | Remove |
| RidgeWorth Ceredex Large Cap Value Equity Fund I Shares | STVTX | was added by bmurphy | 5/11/2017 | Remove |
| State Street U.S. Bond Index Ret. Acct. | | was added by bmurphy | 5/11/2017 | Remove |
| Transamerica Stable Value Account | | was added by bmurphy | 5/11/2017 | Remove |
| PIMCO Total Return Fund Class A | PTTAX | was added by bmurphy | 5/11/2017 | Remove |
| DFA U.S. Small Cap Value Portfolio Institutional Class | DFSVX | was added by bmurphy | 5/11/2017 | Remove |
| Goldman Sachs Growth Opportunities Fund Institutional Class | GGOIX | was added by bmurphy | 5/11/2017 | Remove |
| State Street S&P Mid Cap Index Ret. Acct. | | was added by bmurphy | 5/11/2017 | Remove |
| Baird Aggregate Bond Fund Class Institutional | BAGIX | was added by bmurphy | 5/11/2017 | Remove |