NAME |
TICKER |
ACTION |
DATE |
REMOVE |
PIMCO Short-Term Fund Institutional Class
|
PTSHX |
was added by brian |
11/22/2019 10:11:45 PM |
|
PIMCO Short-Term Fund Institutional Class
|
PTSHX |
was removed by brian |
11/22/2019 10:11:39 PM |
|
iShares MSCI ACWI ETF
|
ACWI |
was added by brian |
11/22/2019 10:03:59 PM |
|
Vanguard FTSE All-World ex-US ETF
|
VEU |
was added by brian |
11/22/2019 10:03:20 PM |
|
Vanguard FTSE All-World ex-US ETF
|
VEU |
was removed by brian |
11/22/2019 10:03:01 PM |
|
iShares MSCI ACWI ETF
|
ACWI |
was removed by brian |
11/22/2019 10:02:28 PM |
|
BlackRock International Opportunities Portfolio Institutional Shares
|
BISIX |
was added by brian |
11/22/2019 10:02:06 PM |
|
BlackRock International Opportunities Portfolio Institutional Shares
|
BISIX |
was removed by brian |
11/22/2019 10:01:44 PM |
|
US Cash / Money Market
|
USCASH |
was added by brian |
11/22/2019 9:54:14 PM |
|
Vanguard Total Bond Market Index Fund Institutional Shares
|
VBTIX |
was added by brian |
11/22/2019 9:54:01 PM |
|
PIMCO Floating Income Fund Institutional Class
|
PFIIX |
was added by brian |
11/22/2019 9:53:39 PM |
|
PIMCO Short-Term Fund Institutional Class
|
PTSHX |
was added by brian |
11/22/2019 9:53:05 PM |
|
Vanguard Extended Market Index Fund Admiral Shares
|
VEXAX |
was added by brian |
11/22/2019 9:52:55 PM |
|
AMG GW&K Small Cap Core Fund Class I
|
GWEIX |
was added by brian |
11/22/2019 9:52:38 PM |
|
State Street Target Retirement Fund Class K
|
SSFOX |
was added by brian |
11/22/2019 9:52:23 PM |
|
State Street Target Retirement 2060 Fund Class K
|
SSDYX |
was added by brian |
11/22/2019 9:52:01 PM |
|
State Street Target Retirement 2055 Fund Class K
|
SSDQX |
was added by brian |
11/22/2019 9:51:55 PM |
|
State Street Target Retirement 2050 Fund Class K
|
SSDLX |
was added by brian |
11/22/2019 9:51:49 PM |
|
State Street Target Retirement 2045 Fund Class K
|
SSDEX |
was added by brian |
11/22/2019 9:51:43 PM |
|
State Street Target Retirement 2040 Fund Class K
|
SSCQX |
was added by brian |
11/22/2019 9:51:36 PM |
|
State Street Target Retirement 2035 Fund Class K
|
SSCKX |
was added by brian |
11/22/2019 9:51:30 PM |
|
State Street Target Retirement 2030 Fund Class K
|
SSBYX |
was added by brian |
11/22/2019 9:51:24 PM |
|
State Street Target Retirement 2025 Fund Class K
|
SSBSX |
was added by brian |
11/22/2019 9:51:16 PM |
|
State Street Target Retirement 2020 Fund Class K
|
SSBOX |
was added by brian |
11/22/2019 9:51:08 PM |
|
State Street Target Retirement 2015 Fund Class K
|
SSBHX |
was added by brian |
11/22/2019 9:51:02 PM |
|
State Street Target Retirement 2060 Fund Class A
|
SSDTX |
was removed by brian |
11/22/2019 9:50:40 PM |
|
State Street Target Retirement 2055 Fund Class A
|
SSDMX |
was removed by brian |
11/22/2019 9:50:36 PM |
|
State Street Target Retirement 2050 A
|
SSDFX |
was removed by brian |
11/22/2019 9:50:32 PM |
|
State Street Target Retirement 2045 A
|
SSCUX |
was removed by brian |
11/22/2019 9:50:28 PM |
|
State Street Target Retirement 2040 Fund Class A
|
SSCLX |
was removed by brian |
11/22/2019 9:50:24 PM |
|
State Street Target Retirement 2035 Fund Class A
|
SSBZX |
was removed by brian |
11/22/2019 9:50:20 PM |
|
State Street Target Retirement 2030 Fund Class A
|
SSBUX |
was removed by brian |
11/22/2019 9:50:16 PM |
|
State Street Target Retirement 2025 Fund Class A
|
SSBPX |
was removed by brian |
11/22/2019 9:50:11 PM |
|
State Street Target Retirement 2020 Fund Class A
|
SSBJX |
was removed by brian |
11/22/2019 9:50:05 PM |
|
State Street Target Retirement 2015 A
|
SSBBX |
was removed by brian |
11/22/2019 9:49:54 PM |
|
PIMCO Total Return Fund Institutional Class
|
PTTRX |
was added by brian |
11/22/2019 9:49:26 PM |
|
PIMCO Total Return II Fund Institutional Class
|
PMBIX |
was removed by brian |
11/22/2019 9:49:10 PM |
|
BlackRock International Opportunities Portfolio Institutional Shares
|
BISIX |
was added by brian |
11/22/2019 9:47:52 PM |
|
BlackRock International Opportunities Portfolio Investor A Shares
|
BREAX |
was removed by brian |
11/22/2019 9:47:35 PM |
|
State Street S&P 500 Index Fund Class K |
|
was added by brian |
11/22/2019 9:47:17 PM |
|
State Street Equity 500 Index Fund Service Shares
|
STBIX |
was removed by brian |
11/22/2019 9:46:53 PM |
|
Vanguard FTSE All-World ex-US ETF
|
VEU |
was added by brian |
11/22/2019 9:46:42 PM |
|
iShares MSCI ACWI ETF
|
ACWI |
was added by brian |
11/22/2019 9:46:25 PM |
|
iShares MSCI ACWI ETF
|
ACWI |
was removed by brian |
11/22/2019 9:46:00 PM |
|
Abbott Laboratories
|
ABT |
was added by brian |
11/22/2019 9:45:36 PM |
|
AbbVie Inc
|
ABBV |
was added by brian |
11/22/2019 9:45:28 PM |
|
State Street Equity 500 Index Fund Service Shares
|
STBIX |
was added by brian |
11/22/2019 11:57:25 AM |
|
State Street Equity 500 Index Fund Service Shares
|
STBIX |
was removed by brian |
11/22/2019 11:57:19 AM |
|
State Street Equity 500 Index Fund Service Shares
|
STBIX |
was added by william.besser |
11/23/2018 8:35:39 AM |
|
Vanguard Institutional Index Fund Institutional Plus Shares
|
VIIIX |
was removed by william.besser |
11/23/2018 8:21:12 AM |
|
State Street Target Retirement 2060 Fund Class A
|
SSDTX |
was added by william.besser |
11/23/2018 8:20:25 AM |
|
State Street Target Retirement 2055 Fund Class A
|
SSDMX |
was added by william.besser |
11/23/2018 8:20:15 AM |
|
State Street Target Retirement 2050 A
|
SSDFX |
was added by william.besser |
11/23/2018 8:20:08 AM |
|
State Street Target Retirement 2045 A
|
SSCUX |
was added by william.besser |
11/23/2018 8:19:58 AM |
|
State Street Target Retirement 2040 Fund Class A
|
SSCLX |
was added by william.besser |
11/23/2018 8:19:43 AM |
|
State Street Target Retirement 2035 Fund Class A
|
SSBZX |
was added by william.besser |
11/23/2018 8:19:28 AM |
|
State Street Target Retirement 2030 Fund Class A
|
SSBUX |
was added by william.besser |
11/23/2018 8:19:20 AM |
|
State Street Target Retirement 2025 Fund Class A
|
SSBPX |
was added by william.besser |
11/23/2018 8:19:14 AM |
|
State Street Target Retirement 2020 Fund Class A
|
SSBJX |
was added by william.besser |
11/23/2018 8:19:06 AM |
|
State Street Target Retirement 2015 A
|
SSBBX |
was added by william.besser |
11/23/2018 8:18:58 AM |
|
PIMCO Total Return II Fund Institutional Class
|
PMBIX |
was added by william.besser |
11/23/2018 8:15:50 AM |
|
PIMCO All Asset Fund Institutional Class
|
PAAIX |
was added by william.besser |
11/23/2018 8:14:23 AM |
|
American Funds Washington Mutual Investors Fund Class R-6
|
RWMGX |
was added by william.besser |
11/23/2018 8:13:34 AM |
|
American Funds Investment Company of America Class R-6
|
RICGX |
was added by william.besser |
11/23/2018 8:13:27 AM |
|
American Funds The Growth Fund of America Class R-6
|
RGAGX |
was added by william.besser |
11/23/2018 8:13:19 AM |
|
BlackRock International Opportunities Portfolio Investor A Shares
|
BREAX |
was added by william.besser |
11/23/2018 8:08:48 AM |
|
iShares MSCI ACWI ETF
|
ACWI |
was added by william.besser |
11/23/2018 8:07:22 AM |
|
American Funds EuroPacific Growth Fund Class R-6
|
RERGX |
was added by william.besser |
11/23/2018 8:05:29 AM |
|
Janus Enterprise Fund Class I
|
JMGRX |
was removed by william.besser |
11/23/2018 8:05:14 AM |
|
Voya SmallCap Opportunities Fund Class I
|
NSPIX |
was removed by william.besser |
11/23/2018 8:05:11 AM |
|
Harbor International Fund Institutional Class
|
HAINX |
was removed by william.besser |
11/23/2018 8:05:07 AM |
|
Janus Balanced Fund Class I
|
JBALX |
was removed by william.besser |
11/23/2018 8:05:04 AM |
|
Vanguard Target Retirement 2010 Fund Investor Shares
|
VTENX |
was removed by william.besser |
11/23/2018 8:04:59 AM |
|
Vanguard Target Retirement 2015 Fund Investor Shares
|
VTXVX |
was removed by william.besser |
11/23/2018 8:04:55 AM |
|
Vanguard Target Retirement 2020 Fund Investor Shares
|
VTWNX |
was removed by william.besser |
11/23/2018 8:04:51 AM |
|
Vanguard Target Retirement 2025 Fund Investor Shares
|
VTTVX |
was removed by william.besser |
11/23/2018 8:04:47 AM |
|
Vanguard Target Retirement 2030 Fund Investor Shares
|
VTHRX |
was removed by william.besser |
11/23/2018 8:04:44 AM |
|
Vanguard Target Retirement 2035 Fund Investor Shares
|
VTTHX |
was removed by william.besser |
11/23/2018 8:04:40 AM |
|
Vanguard Target Retirement 2050 Fund Investor Shares
|
VFIFX |
was removed by william.besser |
11/23/2018 8:04:33 AM |
|
Vanguard Target Retirement 2045 Fund Investor Shares
|
VTIVX |
was removed by william.besser |
11/23/2018 8:04:30 AM |
|
Vanguard Target Retirement 2055 Fund Investor Shares
|
VFFVX |
was removed by william.besser |
11/23/2018 8:04:27 AM |
|
Vanguard Target Retirement 2060 Fund Investor Shares
|
VTTSX |
was removed by william.besser |
11/23/2018 8:04:22 AM |
|
JPMorgan Prime Money Market Fund Institutional Class
|
JINXX |
was removed by william.besser |
11/23/2018 8:04:19 AM |
|
Vanguard Target Retirement 2040 Fund Investor Shares
|
VFORX |
was removed by william.besser |
11/23/2018 8:04:13 AM |
|
JPMorgan Mid Cap Value Fund Institutional Class
|
FLMVX |
was removed by william.besser |
11/23/2018 8:04:09 AM |
|
Invesco Diversified Dividend Fund R5 Class
|
DDFIX |
was removed by william.besser |
11/23/2018 8:04:06 AM |
|
American Century Small Cap Value Fund Institutional Class
|
ACVIX |
was removed by william.besser |
11/23/2018 8:04:02 AM |
|
Vanguard Total Bond Market Index Fund Institutional Shares
|
VBTIX |
was removed by william.besser |
11/23/2018 8:03:53 AM |
|
American Century Short Duration Inflation Protection Bond Fund Institutional Class
|
APISX |
was removed by william.besser |
11/23/2018 8:03:47 AM |
|
Vanguard Institutional Target Retirement Income Fund Institutional Shares
|
VITRX |
was removed by william.besser |
11/23/2018 8:03:40 AM |
|
Fidelity Extended Market Index Fund Premium Class
|
FSEVX |
was removed by william.besser |
11/23/2018 8:03:36 AM |
|
Fidelity International Index Fund Institutional Class
|
FSPNX |
was removed by william.besser |
11/23/2018 8:03:32 AM |
|
ClearBridge Large Cap Growth Fund Class IS
|
LSITX |
was removed by william.besser |
11/23/2018 8:03:28 AM |
|
Baird Core Plus Bond Fund Class Institutional
|
BCOIX |
was removed by william.besser |
11/23/2018 8:03:22 AM |
|
Baird Core Plus Bond Fund Class Institutional
|
BCOIX |
was added by william.besser |
3/13/2017 7:15:51 AM |
|
PIMCO Total Return Fund Institutional Class
|
PTTRX |
was removed by william.besser |
3/13/2017 7:15:44 AM |
|
ClearBridge Large Cap Growth Fund Class IS
|
LSITX |
was added by william.besser |
3/13/2017 7:15:29 AM |
|
JPMorgan Large Cap Growth Fund Class R6
|
JLGMX |
was removed by william.besser |
3/13/2017 7:15:19 AM |
|
Fidelity International Index Fund Institutional Class
|
FSPNX |
was added by william.besser |
3/13/2017 7:14:57 AM |
|
Fidelity International Index Fund Investor Class
|
FSIIX |
was removed by william.besser |
3/13/2017 7:14:52 AM |
|
Fidelity Extended Market Index Fund Premium Class
|
FSEVX |
was added by william.besser |
3/13/2017 7:14:41 AM |
|
Fidelity Extended Market Index Fund Investor Class
|
FSEMX |
was removed by william.besser |
3/13/2017 7:14:33 AM |
|
Vanguard Institutional Target Retirement Income Fund Institutional Shares
|
VITRX |
was added by william.besser |
8/26/2016 5:59:01 AM |
|
American Century Short Duration Inflation Protection Bond Fund Institutional Class
|
APISX |
was added by william.besser |
12/30/2015 7:33:01 AM |
|
PIMCO Total Return Fund Institutional Class
|
PTTRX |
was added by william.besser |
12/30/2015 7:33:01 AM |
|
Vanguard Total Bond Market Index Fund Institutional Shares
|
VBTIX |
was added by william.besser |
12/30/2015 7:33:01 AM |
|
JPMorgan Prime Money Market Fund Institutional Class
|
JINXX |
was added by william.besser |
12/30/2015 7:33:01 AM |
|
Vanguard Target Retirement 2035 Fund Investor Shares
|
VTTHX |
was added by william.besser |
12/30/2015 7:33:00 AM |
|
Vanguard Target Retirement 2045 Fund Investor Shares
|
VTIVX |
was added by william.besser |
12/30/2015 7:33:00 AM |
|
Vanguard Target Retirement 2050 Fund Investor Shares
|
VFIFX |
was added by william.besser |
12/30/2015 7:33:00 AM |
|
Vanguard Target Retirement 2055 Fund Investor Shares
|
VFFVX |
was added by william.besser |
12/30/2015 7:33:00 AM |
|
Vanguard Target Retirement 2060 Fund Investor Shares
|
VTTSX |
was added by william.besser |
12/30/2015 7:33:00 AM |
|
Vanguard Target Retirement 2040 Fund Investor Shares
|
VFORX |
was added by william.besser |
12/30/2015 7:33:00 AM |
|
Janus Balanced Fund Class I
|
JBALX |
was added by william.besser |
12/30/2015 7:32:59 AM |
|
Vanguard Target Retirement 2010 Fund Investor Shares
|
VTENX |
was added by william.besser |
12/30/2015 7:32:59 AM |
|
Vanguard Target Retirement 2015 Fund Investor Shares
|
VTXVX |
was added by william.besser |
12/30/2015 7:32:59 AM |
|
Vanguard Target Retirement 2020 Fund Investor Shares
|
VTWNX |
was added by william.besser |
12/30/2015 7:32:59 AM |
|
Vanguard Target Retirement 2025 Fund Investor Shares
|
VTTVX |
was added by william.besser |
12/30/2015 7:32:59 AM |
|
Vanguard Target Retirement 2030 Fund Investor Shares
|
VTHRX |
was added by william.besser |
12/30/2015 7:32:59 AM |
|
JPMorgan Large Cap Growth Fund Class R6
|
JLGMX |
was added by william.besser |
12/30/2015 7:32:58 AM |
|
Vanguard Institutional Index Fund Institutional Plus Shares
|
VIIIX |
was added by william.besser |
12/30/2015 7:32:58 AM |
|
Janus Enterprise Fund Class I
|
JMGRX |
was added by william.besser |
12/30/2015 7:32:58 AM |
|
JPMorgan Mid Cap Value Fund Institutional Class
|
FLMVX |
was added by william.besser |
12/30/2015 7:32:58 AM |
|
Fidelity Extended Market Index Fund Investor Class
|
FSEMX |
was added by william.besser |
12/30/2015 7:32:58 AM |
|
American Century Small Cap Value Fund Institutional Class
|
ACVIX |
was added by william.besser |
12/30/2015 7:32:58 AM |
|
Voya SmallCap Opportunities Fund Class I
|
NSPIX |
was added by william.besser |
12/30/2015 7:32:58 AM |
|
Harbor International Fund Institutional Class
|
HAINX |
was added by william.besser |
12/30/2015 7:32:58 AM |
|
Fidelity International Index Fund Investor Class
|
FSIIX |
was added by william.besser |
12/30/2015 7:32:58 AM |
|
Invesco Diversified Dividend Fund R5 Class
|
DDFIX |
was added by william.besser |
12/30/2015 7:32:57 AM |
|
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