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Plan was created by
brian on 12/29/2020
.
Number of Followers:
1
COMMENTS
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brian
12/29/2020 12:35:00 PM
Plan is exactly correct as of 12/29/20 except proxying Vanguard FTSE Social Index Admiral w/ Vanguard FTSE Social Index Instl.
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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
Cash Account
was added by brian
12/29/2020
Remove
Vanguard Total International Bond Index Fund Admiral Shares
VTABX
was added by brian
12/29/2020
Remove
DFA World ex U.S. Government Fixed Income Portfolio Institutional Class Shares
DWFIX
was added by brian
12/29/2020
Remove
Vanguard REIT Index Fund Admiral Shares
VGSLX
was added by brian
12/29/2020
Remove
DFA Global Real Estate Securities Portfolio
DFGEX
was added by brian
12/29/2020
Remove
Vanguard Energy Index Fund Admiral Shares
VENAX
was added by brian
12/29/2020
Remove
Vanguard Long-Term Government Bond Index Fund Admiral Shares
VLGSX
was added by brian
12/29/2020
Remove
Vanguard Financials Index Fund Admiral Shares
VFAIX
was added by brian
12/29/2020
Remove
Vanguard Health Care Index Fund Admiral Shares
VHCIX
was added by brian
12/29/2020
Remove
Vanguard Information Technology Index Fund Admiral Shares
VITAX
was added by brian
12/29/2020
Remove
Vanguard Materials Index Fund Admiral Shares
VMIAX
was added by brian
12/29/2020
Remove
Vanguard Telecommunication Services Index Fund Admiral Class
VTCAX
was added by brian
12/29/2020
Remove
Vanguard Utilities Index Fund Admiral Shares
VUIAX
was added by brian
12/29/2020
Remove
Vanguard Industrials Index Fund Admiral Shares
VINAX
was added by brian
12/29/2020
Remove
Vanguard Strategic Small-Cap Equity Fund Investor Shares
VSTCX
was added by brian
12/29/2020
Remove
Vanguard Developed Markets Index Fund Admiral Shares
VTMGX
was added by brian
12/29/2020
Remove
Vanguard Total International Stock Index Fund Admiral Shares
VTIAX
was added by brian
12/29/2020
Remove
DFA Large Cap International Portfolio Institutional Class
DFALX
was added by brian
12/29/2020
Remove
Vanguard Emerging Markets Stock Index Fund Admiral Shares
VEMAX
was added by brian
12/29/2020
Remove
Vanguard Total Bond Market Index Fund Admiral Shares
VBTLX
was added by brian
12/29/2020
Remove
Vanguard Short-Term Inflation-Protected Securities Index Fund Admiral Shares
VTAPX
was added by brian
12/29/2020
Remove
DFA Real Estate Securities Portfolio Institutional Class
DFREX
was added by brian
12/29/2020
Remove
Vanguard Inflation-Protected Securities Fund Admiral Shares
VAIPX
was added by brian
12/29/2020
Remove
Vanguard Short-Term Federal Fund Admiral Shares
VSGDX
was added by brian
12/29/2020
Remove
Vanguard GNMA Fund Admiral Shares
VFIJX
was added by brian
12/29/2020
Remove
Vanguard Short-Term Corporate Bond Index Fund Admiral Shares
VSCSX
was added by brian
12/29/2020
Remove
Vanguard Short-Term Investment-Grade Fund Admiral Shares
VFSUX
was added by brian
12/29/2020
Remove
DFA Intermediate-Term Extended Quality Portfolio Institutional Class Shares
DFTEX
was added by brian
12/29/2020
Remove
Vanguard Total Stock Market Index Fund Admiral Shares
VTSAX
was added by brian
12/29/2020
Remove
Vanguard 500 Index Fund Admiral Class
VFIAX
was added by brian
12/29/2020
Remove
Vanguard Growth Index Fund Admiral Shares
VIGAX
was added by brian
12/29/2020
Remove
Vanguard Value Index Fund Admiral Shares
VVIAX
was added by brian
12/29/2020
Remove
Vanguard Equity-Income Fund Admiral Shares
VEIRX
was added by brian
12/29/2020
Remove
American Funds The Growth Fund of America Class R-6
RGAGX
was added by brian
12/29/2020
Remove
TIAA-CREF Social Choice Equity Fund Premier Class
TRPSX
was added by brian
12/29/2020
Remove
Vanguard Mid-Cap Index Fund Admiral Shares
VIMAX
was added by brian
12/29/2020
Remove
Vanguard Extended Market Index Fund Admiral Shares
VEXAX
was added by brian
12/29/2020
Remove
Vanguard Mid-Cap Value Index Fund Admiral Shares
VMVAX
was added by brian
12/29/2020
Remove
Vanguard Small Cap Value Index Fund Admiral Shares
VSIAX
was added by brian
12/29/2020
Remove
Vanguard FTSE Social Index Fund Institutional Shares
VFTNX
was added by brian
12/29/2020
Remove
Vanguard Tax-Managed Small Cap Fund Admiral Shares
VTMSX
was added by brian
12/29/2020
Remove
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