H-E-B Brand Savings & Retirement Plan

bmurphy 1/21/2019 9:03:49 PM
The H-E-B Brand Savings & Retirement Plan offers a mix of "target allocation" funds that can't currently be modeled on the Kivalia platform. This includes 80% Stock/20% bond, 20% stock/80% bond indices and 50% S&P 500 /50% EAFE funds. In cases where an allocation to EFA is shown, we recommend doubling the recommended allocation and investing that amount in the 50% S&P 500/50% EAFE investment option and subtracting the difference from the S&P 500 allocation.

Name	Ticker	Action	Date
H-E-B General Fund (60% Stock/40% Bond)		was removed by bmurphy	1/21/2019
H-E-B General Fund (60% Stock/40% Bond)		was added by bmurphy	1/21/2019
iShares MSCI EAFE ETF	EFA	was added by bmurphy	1/21/2019	Remove
SPDR S&P 500 ETF Trust	SPY	was added by bmurphy	1/21/2019	Remove
Barclays Govt./Credit Intermediate		was added by bmurphy	1/21/2019	Remove
91 Day T-Bill		was added by bmurphy	1/21/2019	Remove