Publix Super Markets, Inc. 401(K) Smart Plan
NAME | TICKER | ACTION | DATE | REMOVE |
---|---|---|---|---|
Vanguard Target Retirement Income Fund Investor Shares | VTINX | was added by brian | 12/3/2019 11:09:26 AM | |
Vanguard Target Retirement 2020 Fund Investor Shares | VTWNX | was added by brian | 12/3/2019 11:09:10 AM | |
Vanguard Target Retirement 2035 Fund Investor Shares | VTTHX | was added by brian | 12/3/2019 11:08:46 AM | |
SPDR S&P MidCap 400 ETF Trust | MDY | was added by brian | 12/3/2019 11:04:05 AM | |
US Cash / Money Market | USCASH | was added by brian | 12/3/2019 10:59:52 AM | |
US Cash / Money Market | USCASH | was removed by brian | 12/3/2019 10:59:25 AM | |
DFA U.S. Small Cap Portfolio Institutional Class | DFSTX | was added by brian | 12/3/2019 10:59:17 AM | |
American Funds EuroPacific Growth Fund Class R-4 | REREX | was added by brian | 12/3/2019 10:59:07 AM | |
T. Rowe Price Blue Chip Growth Fund | TRBCX | was removed by brian | 12/3/2019 10:58:34 AM | |
T. Rowe Price Value Fund | TRVLX | was removed by brian | 12/3/2019 10:58:04 AM | |
T. Rowe Price Value I | trpix | was added by brian | 12/3/2019 10:57:57 AM | |
T. Rowe Price Blue Chip Growth I | TBCIX | was added by brian | 12/3/2019 10:57:48 AM | |
T. Rowe Price Value Fund | TRVLX | was added by rermilus | 10/8/2015 10:21:51 PM | |
Baird Aggregate Bond Fund Class Institutional | BAGIX | was added by rermilus | 10/8/2015 10:21:51 PM | |
SSgA S&P 500 Index Fund N Class | SVSPX | was added by rermilus | 10/8/2015 10:21:51 PM | |
T. Rowe Price Blue Chip Growth Fund | TRBCX | was added by rermilus | 10/8/2015 10:21:51 PM | |
US Cash / Money Market | USCASH | was added by rermilus | 10/8/2015 10:21:50 PM |
COMMENTS
Help
brian12/3/2019 11:10:55 AM
Plan is exactly correct as of 12/3/19 but is missing Publix common stock fund (as the company is privately held). Proxied conservative balanced with VTINX, moderate balanced with VTWNX, aggressive balanced with VTTHX.
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