Oracle Corporation 401(k) Savings And Investment Plan
NAME | TICKER | ACTION | DATE | REMOVE |
---|---|---|---|---|
DFA Emerging Markets Portfolio Institutional Class | DFEMX | was added by brian | 9/6/2020 2:33:14 PM | |
Lazard Emerging Markets Equity Portfolio Institutional Shares | LZEMX | was removed by brian | 9/6/2020 2:32:00 PM | |
Vanguard Target Retirement 2065 Fund Investor Shares | VLXVX | was added by bmurphy | 5/12/2018 3:48:38 PM | |
Vanguard Target Retirement 2065 Fund Investor Shares | VLXVX | was removed by bmurphy | 5/12/2018 3:48:27 PM | |
Vanguard Target Retirement 2065 Fund Investor Shares | VLXVX | was removed by bmurphy | 1/25/2018 11:10:50 AM | |
Vanguard Target Retirement 2065 Fund Investor Shares | VLXVX | was added by bmurphy | 1/25/2018 11:10:32 AM | |
Fidelity Total Bond Fund | FTBFX | was added by bmurphy | 1/8/2015 9:09:26 PM | |
PIMCO Total Return Fund Institutional Class | PTTRX | was removed by asharma | 1/8/2015 1:51:55 PM | |
Perkins Mid Cap Value Fund Class I | JMVAX | was added by bmurphy | 7/18/2013 11:23:03 AM | |
Perkins Mid Cap Value Fund Class I | JMVAX | was removed by bmurphy | 7/18/2013 11:22:34 AM | |
William Blair Small-Mid Cap Growth Fund Class I | WSMDX | was added by bmurphy | 7/18/2013 11:22:18 AM | |
William Blair Small-Mid Cap Growth Fund Class I | WSMDX | was removed by bmurphy | 7/18/2013 11:21:43 AM | |
US Cash / Money Market | USCASH | was added by bmurphy | 7/18/2013 11:21:36 AM | |
US Cash / Money Market | USCASH | was removed by bmurphy | 7/18/2013 11:21:14 AM | |
Vanguard Target Retirement 2060 Fund Investor Shares | VTTSX | was added by bmurphy | 4/11/2013 10:02:48 AM | |
PIMCO Inflation Response Multi-Asset Fund Institutional | PIRMX | was added by bmurphy | 4/11/2013 10:02:18 AM | |
William Blair Small-Mid Cap Growth Fund Class I | WSMDX | was added by bmurphy | 4/11/2013 10:02:01 AM | |
Artisan International Fund Institutional Class | APHIX | was added by bmurphy | 4/11/2013 10:01:43 AM | |
Artisan Small Cap Value Fund Institutional Shares | APHVX | was added by bmurphy | 4/11/2013 10:01:33 AM | |
Vanguard Extended Market Index Fund Institutional Plus Shares | VEMPX | was added by bmurphy | 4/11/2013 10:01:20 AM | |
Vanguard Extended Market Index Fund Institutional Shares | VIEIX | was removed by bmurphy | 4/11/2013 10:00:48 AM | |
Artisan Small Cap Value Investor | ARTVX | was removed by bmurphy | 4/11/2013 10:00:36 AM | |
Artisan International Fund Investor Class | ARTIX | was removed by bmurphy | 4/11/2013 10:00:28 AM | |
TCM Small-Mid Cap Growth | TCMMX | was removed by bmurphy | 4/11/2013 10:00:20 AM | |
Vanguard Total International Stock Index Fund Institutional Shares | VTSNX | was added by bmurphy | 9/11/2012 11:28:20 AM | |
Vanguard Total Bond Market Index Fund Institutional Shares | VBTIX | was removed by bmurphy | 2/12/2012 1:46:28 PM | |
Vanguard Total Bond Market Index Fund Institutional Plus Shares | VBMPX | was added by bmurphy | 2/12/2012 1:46:18 PM | |
Fidelity International Index Fund Investor Class | FSIIX | was removed by bmurphy | 2/12/2012 1:44:36 PM | |
Vanguard Target Retirement 2005 Inv | VTOVX | was removed by bmurphy | 2/12/2012 1:44:24 PM | |
Fidelity Balanced Fund Class K | FBAKX | was added by bmurphy | 2/12/2012 1:43:49 PM | |
Fidelity Balanced Fund | FBALX | was removed by bmurphy | 2/12/2012 1:43:41 PM | |
Fidelity Contrafund Fund Class K | FCNKX | was added by bmurphy | 2/12/2012 1:43:32 PM | |
Fidelity Contrafund Fund | FCNTX | was removed by bmurphy | 2/12/2012 1:43:24 PM | |
Fidelity Growth Company Fund Class K | FGCKX | was added by bmurphy | 2/12/2012 1:43:14 PM | |
Fidelity Growth Company | FDGRX | was removed by bmurphy | 2/12/2012 1:42:59 PM | |
Fidelity Low-Priced Stock Fund Class K | FLPKX | was added by bmurphy | 2/12/2012 1:42:47 PM | |
Fidelity Low-Priced Stock Fund | FLPSX | was removed by bmurphy | 2/12/2012 1:42:36 PM | |
Vanguard Target Retirement 2055 Fund Investor Shares | VFFVX | was added by bmurphy | 2/12/2012 1:42:22 PM | |
Vanguard Target Retirement 2045 Fund Investor Shares | VTIVX | was added by kivalia | 1/22/2012 10:08:08 PM | |
Vanguard Extended Market Index Fund Institutional Shares | VIEIX | was added by kivalia | 1/22/2012 10:08:08 PM | |
Fidelity International Index Fund Investor Class | FSIIX | was added by kivalia | 1/22/2012 10:08:08 PM | |
Vanguard Target Retirement 2050 Fund Investor Shares | VFIFX | was added by kivalia | 1/22/2012 10:08:08 PM | |
Vanguard Target Retirement Income Fund Investor Shares | VTINX | was added by kivalia | 1/22/2012 10:08:08 PM | |
Vanguard Target Retirement 2005 Inv | VTOVX | was added by kivalia | 1/22/2012 10:08:08 PM | |
Vanguard Target Retirement 2010 Fund Investor Shares | VTENX | was added by kivalia | 1/22/2012 10:08:08 PM | |
Vanguard Target Retirement 2015 Fund Investor Shares | VTXVX | was added by kivalia | 1/22/2012 10:08:08 PM | |
Vanguard Target Retirement 2020 Fund Investor Shares | VTWNX | was added by kivalia | 1/22/2012 10:08:08 PM | |
Vanguard Target Retirement 2025 Fund Investor Shares | VTTVX | was added by kivalia | 1/22/2012 10:08:08 PM | |
Vanguard Target Retirement 2035 Fund Investor Shares | VTTHX | was added by kivalia | 1/22/2012 10:08:07 PM | |
Vanguard Target Retirement 2040 Fund Investor Shares | VFORX | was added by kivalia | 1/22/2012 10:08:07 PM | |
Vanguard Institutional Index Fund Institutional Plus Shares | VIIIX | was added by kivalia | 1/22/2012 10:08:07 PM | |
Vanguard Total Bond Market Index Fund Institutional Shares | VBTIX | was added by kivalia | 1/22/2012 10:08:07 PM | |
Fidelity Low-Priced Stock Fund | FLPSX | was added by kivalia | 1/22/2012 10:08:07 PM | |
Oracle Corporation | ORCL | was added by kivalia | 1/22/2012 10:08:07 PM | |
Fidelity Worldwide Fund | FWWFX | was added by kivalia | 1/22/2012 10:08:07 PM | |
Vanguard Target Retirement 2030 Fund Investor Shares | VTHRX | was added by kivalia | 1/22/2012 10:08:07 PM | |
Fidelity Growth Company | FDGRX | was added by kivalia | 1/22/2012 10:08:07 PM | |
Dodge & Cox Stock Fund | DODGX | was added by kivalia | 1/22/2012 10:08:07 PM | |
PIMCO Total Return Fund Institutional Class | PTTRX | was added by kivalia | 1/22/2012 10:08:07 PM | |
Fidelity Balanced Fund | FBALX | was added by kivalia | 1/22/2012 10:08:07 PM | |
TCM Small-Mid Cap Growth | TCMMX | was added by kivalia | 1/22/2012 10:08:07 PM | |
Fidelity Contrafund Fund | FCNTX | was added by kivalia | 1/22/2012 10:08:07 PM | |
Lazard Emerging Markets Equity Portfolio Institutional Shares | LZEMX | was added by kivalia | 1/22/2012 10:08:07 PM | |
Artisan Small Cap Value Investor | ARTVX | was added by kivalia | 1/22/2012 10:08:07 PM | |
Artisan International Fund Investor Class | ARTIX | was added by kivalia | 1/22/2012 10:08:07 PM | |
Perkins Mid Cap Value Fund Class I | JMVAX | was added by kivalia | 1/22/2012 10:08:07 PM | |
Dodge & Cox International Stock Fund | DODFX | was added by kivalia | 1/22/2012 10:08:06 PM | |
US Cash / Money Market | USCASH | was added by kivalia | 1/22/2012 10:08:06 PM |
COMMENTS
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bmurphy2/12/2012 1:46:50 PM
Changed Fidelity funds to "K Class" shares where needed. Added Vanguard Target 2055. Removed FSIIX & VTOVX. Replaced VBTIX with VBMPX.
bmurphy9/11/2012 11:28:06 AM
Added Vanguard Total Intl. Stock VTSNX to lineup. Plan is complete as of today.
bmurphy1/16/2013 11:27:42 AM
Plan is correct on Kivalia as of 1/15/2013.
bmurphy4/11/2013 9:59:55 AM
Updated plan - changed classes for Artisan funds, changed classes for Vanguard Extended Mkt Index, replaced TCM Sm-Md Growth with William Blair SM-MD Growth, and added PIRMX.
bmurphy4/11/2013 10:03:12 AM
Also added Vanguard Target Retirement 2060 Investor.
bmurphy7/18/2013 11:24:52 AM
Updated the plan with proxies where needed...plan is correct as of today.
bmurphy1/8/2014 11:44:04 AM
Plan is exactly correct as of 1/8/2014.
bmurphy1/8/2015 9:09:57 PM
Removed PTTRX and added FTBFX to the lineup per changes made to the plan as of 12/31/2014.
bmurphy5/13/2018 8:14:20 PM
Plan is correct as of 5/13/18.
brian9/6/2020 2:33:10 PM
Plan removed Lazard Emerging Markets Equity and replaced with a combination of DFA emerging markets portfolio & T. Rowe Price emerging markets. We're replicating with 100% DFA fund.
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