Log In
/
Sign Up
401(k) Guidance
Management Services
Dow Jones Industrial - Index Constituents
Portfolios
Funds Ratings
Plan Information
Send me updates
Share this plan
Plan was created by
bmurphy on 8/11/2019
.
Number of Followers:
2
COMMENTS
help
bmurphy
8/11/2019 1:09:54 PM
Missing Walgreens Boots Alliance (WBA). Added VBTIX as a bond market proxy to enable lower risk portfolio construction.
brian
11/8/2019 10:47:52 AM
Added Walgreens Boots Alliance.
Add Comment
To add a new comment
Log In or Sign Up
Plan Comments
Join the conversation and comment or ask questions about the plan, its investment options, or the model portfolios provided.
TRANSACTIONS
help
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
Walgreens Boots Alliance
WBA
was added by brian
11/8/2019
Remove
Walgreens Boots Alliance
WBA
was removed by brian
11/8/2019
Remove
Walgreens Boots Alliance
WBA
was added by brian
11/8/2019
Remove
Visa Inc
V
was added by brian
8/11/2019
Remove
Visa Inc
V
was removed by brian
8/11/2019
Remove
Visa Inc
V
was added by bmurphy
8/11/2019
Remove
Nike Inc
NKE
was added by bmurphy
8/11/2019
Remove
Pfizer Inc.
PFE
was added by bmurphy
8/11/2019
Remove
Procter & Gamble Co
PG
was added by bmurphy
8/11/2019
Remove
Travelers Companies Inc
TRV
was added by bmurphy
8/11/2019
Remove
Walt Disney Co
DIS
was added by bmurphy
8/11/2019
Remove
UnitedHealth Group Inc
UNH
was added by bmurphy
8/11/2019
Remove
United Technologies Corporation
UTX
was added by bmurphy
8/11/2019
Remove
Verizon Communications Inc.
VZ
was added by bmurphy
8/11/2019
Remove
Wal-Mart Stores, Inc.
WMT
was added by bmurphy
8/11/2019
Remove
Vanguard Total Bond Market Index Fund Institutional Shares
VBTIX
was added by bmurphy
8/11/2019
Remove
JPMorgan Chase & Co.
JPM
was added by bmurphy
8/11/2019
Remove
McDonald's Corporation
MCD
was added by bmurphy
8/11/2019
Remove
Merck & Co., Inc.
MRK
was added by bmurphy
8/11/2019
Remove
Microsoft Corporation
MSFT
was added by bmurphy
8/11/2019
Remove
US Cash / Money Market
USCASH
was added by bmurphy
8/11/2019
Remove
3M Co
MMM
was added by bmurphy
8/11/2019
Remove
American Express Company
AXP
was added by bmurphy
8/11/2019
Remove
Apple Inc.
AAPL
was added by bmurphy
8/11/2019
Remove
Boeing Co
BA
was added by bmurphy
8/11/2019
Remove
Caterpillar Inc.
CAT
was added by bmurphy
8/11/2019
Remove
Chevron Corporation
CVX
was added by bmurphy
8/11/2019
Remove
The Coca-Cola Co
KO
was added by bmurphy
8/11/2019
Remove
The Dow Chemical Company
DOW
was added by bmurphy
8/11/2019
Remove
Exxon Mobil Corporation
XOM
was added by bmurphy
8/11/2019
Remove
Johnson & Johnson
JNJ
was added by bmurphy
8/11/2019
Remove
International Business Machines Corp.
IBM
was added by bmurphy
8/11/2019
Remove
Intel Corporation
INTC
was added by bmurphy
8/11/2019
Remove
Home Depot Inc
HD
was added by bmurphy
8/11/2019
Remove
Goldman Sachs Group Inc
GS
was added by bmurphy
8/11/2019
Remove
Plan Transactions
This section details the different updates made to the plan over time, such as when new investment options become available, etc...
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
Updating Plan and Portfolio Allocations...
Please wait while we are processing the changes to your investment plan.
We are generating updated portfolio allocations for this plan, this may take up to a few seconds.
Get free, ongoing, allocation recommendations and funds ratings for you plan!
For a better control of your retirement savings, and growing your money faster.
Sign Up Now For Free!
Already a member?
Log In
or
go back to the plan's main page