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Plan was created by
bmurphy on 8/5/2011
.
Number of Followers:
6
COMMENTS
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bmurphy
10/5/2012 3:36:49 PM
10/5/12 - updated the plan to be an "all ETF" representation of our style factors.
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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
Vanguard REIT ETF
VNQ
was added by bmurphy
10/5/2012
Remove
Vanguard REIT Index Fund Institutional Shares
VGSNX
was removed by bmurphy
10/5/2012
iShares MSCI Emerging Markets ETF
EEM
was added by bmurphy
10/5/2012
Remove
Vanguard Emerging Markets Stock Index Fund Institutional Shares
VEMIX
was removed by bmurphy
10/5/2012
iShares MSCI EAFE Small-Cap ETF
SCZ
was added by bmurphy
10/5/2012
Remove
DFA International Small Company Portfolio Institutional Class
DFISX
was removed by bmurphy
10/5/2012
iShares 3-7 Year Treasury Bond ETF
IEI
was added by bmurphy
8/5/2011
Remove
iShares 7-10 Year Treasury Bond ETF
IEF
was added by bmurphy
8/5/2011
Remove
iShares 10-20 Year Treasury Bond ETF
TLH
was added by bmurphy
8/5/2011
Remove
iShares 20+ Year Treasury Bond ETF
TLT
was added by bmurphy
8/5/2011
Remove
iShares TIPS Bond ETF
TIP
was added by bmurphy
8/5/2011
Remove
iShares MBS ETF
MBB
was added by bmurphy
8/5/2011
Remove
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
was added by bmurphy
8/5/2011
Remove
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
was added by bmurphy
8/5/2011
Remove
iShares JP Morgan USD Emerging Markets Bond ETF
EMB
was added by bmurphy
8/5/2011
Remove
iShares National Muni Bond ETF
MUB
was added by bmurphy
8/5/2011
Remove
iShares Gold Trust
IAU
was added by bmurphy
8/5/2011
Remove
iShares Silver Trust
SLV
was added by bmurphy
8/5/2011
Remove
iShares S&P GSCI Commodity Indexed Trust
GSG
was added by bmurphy
8/5/2011
Remove
iShares 1-3 Year Treasury Bond ETF
SHY
was added by bmurphy
8/5/2011
Remove
iShares Morningstar Large-Cap ETF
JKD
was added by bmurphy
8/5/2011
Remove
iShares Morningstar Mid-Cap ETF
JKG
was added by bmurphy
8/5/2011
Remove
iShares Morningstar Small-Cap ETF
JKJ
was added by bmurphy
8/5/2011
Remove
iShares Micro-Cap ETF
IWC
was added by bmurphy
8/5/2011
Remove
iShares Morningstar Large-Cap Growth ETF
JKE
was added by bmurphy
8/5/2011
Remove
iShares Morningstar Mid-Cap Growth ETF
JKH
was added by bmurphy
8/5/2011
Remove
iShares Morningstar Small-Cap Growth ETF
JKK
was added by bmurphy
8/5/2011
Remove
iShares Morningstar Large-Cap Value ETF
JKF
was added by bmurphy
8/5/2011
Remove
iShares Morningstar Mid-Cap Value ETF
JKI
was added by bmurphy
8/5/2011
Remove
iShares Morningstar Small-Cap Value ETF
JKL
was added by bmurphy
8/5/2011
Remove
Vanguard REIT Index Fund Institutional Shares
VGSNX
was added by bmurphy
8/5/2011
Vanguard Emerging Markets Stock Index Fund Institutional Shares
VEMIX
was added by bmurphy
8/5/2011
DFA International Small Company Portfolio Institutional Class
DFISX
was added by bmurphy
8/5/2011
iShares MSCI EAFE Value ETF
EFV
was added by bmurphy
8/5/2011
Remove
iShares MSCI EAFE Growth ETF
EFG
was added by bmurphy
8/5/2011
Remove
Plan Transactions
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