| Name | Ticker | Action | Date | |
| United Parcel Service, Inc. | UPS | was added by brian | 6/16/2021 | Remove |
| United Parcel Service, Inc. | UPS | was removed by brian | 6/16/2021 | Remove |
| SPDR S&P 500 ETF Trust | SPY | was removed by brian | 6/8/2021 | |
| United Parcel Service, Inc. | UPS | was added by brian | 1/13/2020 | Remove |
| State Street Bank & Trust SSGA Aged Based 2060 Fund | | was added by brian | 1/13/2020 | Remove |
| State Street Bank & Trust SSGA Aged Based 2055 Fund | | was added by brian | 1/13/2020 | Remove |
| State Street Bank & Trust SSGA Aged Based 2050 Fund | | was added by brian | 1/13/2020 | Remove |
| State Street Bank & Trust SSGA Aged Based 2045 Fund | | was added by brian | 1/13/2020 | Remove |
| State Street Bank & Trust SSGA Aged Based 2040 Fund | | was added by brian | 1/13/2020 | Remove |
| State Street Bank & Trust SSGA Aged Based 2035 Fund | | was added by brian | 1/13/2020 | Remove |
| State Street Bank & Trust SSGA Aged Based 2030 Fund | | was added by brian | 1/13/2020 | Remove |
| State Street Bank & Trust SSGA Aged Based 2025 Fund | | was added by brian | 1/13/2020 | Remove |
| State Street Bank & Trust SSGA Aged Based 2020 Fund | | was added by brian | 1/13/2020 | Remove |
| State Street Bank & Trust SSGA Aged Based 2015 Fund | | was added by brian | 1/13/2020 | Remove |
| State Street Bank & Trust SSGA Aged Based Income Fund | | was added by brian | 1/13/2020 | Remove |
| BlackRock UPS Strategic Completion Fund | | was added by brian | 1/13/2020 | Remove |
| BlackRock Short Term Bond Index Fund | | was added by brian | 1/13/2020 | Remove |
| BlackRock Equity Index Fund F | | was added by brian | 1/13/2020 | Remove |
| BlackRock World ex US Index Fund | | was added by brian | 1/13/2020 | Remove |
| BlackRock Extended Equity Index Fund | | was added by brian | 1/13/2020 | Remove |
| BlackRock Emerging Markets Non-US Equity Fund | | was added by brian | 1/13/2020 | Remove |
| BlackRock US Debt Index Fund | | was added by brian | 1/13/2020 | Remove |
| BlackRock Short-Term Investment Fund | | was added by brian | 1/13/2020 | Remove |
| BlackRock Government Short-Term Investment Fund | | was added by brian | 1/13/2020 | Remove |
| State Street Bank & Trust Short-Term Investment Fund | | was added by brian | 1/13/2020 | Remove |
| Vanguard Short-Term Bond Index Fund Investor Shares | VBISX | was removed by brian | 1/13/2020 | |
| RidgeWorth Seix Corporate Bond Fund Class C | STIFX | was removed by brian | 1/13/2020 | |
| US Cash / Money Market | USCASH | was removed by brian | 1/13/2020 | |
| Bright Horizons Family Solutions Inc | BFAM | was removed by brian | 1/13/2020 | |
| SPDR S&P 500 ETF Trust | SPY | was added by Deleted User | 2/18/2016 | |
| Vanguard Short-Term Bond Index Fund Investor Shares | VBISX | was added by Deleted User | 2/18/2016 | |
| RidgeWorth Seix Corporate Bond Fund Class C | STIFX | was added by Deleted User | 2/18/2016 | |
| Bright Horizons Family Solutions Inc | BFAM | was added by Deleted User | 2/18/2016 | |
| US Cash / Money Market | USCASH | was added by Deleted User | 2/18/2016 | |