Jawbone 401(k) Plan
NAME | TICKER | ACTION | DATE | REMOVE |
---|---|---|---|---|
Wells Fargo Special Mid Cap Value Fund - Class R6 | WFPRX | was added by bmurphy | 1/25/2018 12:00:13 PM | |
MassMutual Select Mid Cap Growth Equity Fund II Class I | MEFZX | was added by bmurphy | 1/25/2018 12:00:07 PM | |
Calvert Equity Portfolio Class Y | CIEYX | was removed by bmurphy | 1/25/2018 11:59:55 AM | |
Calvert Equity Portfolio Class I | CEYIX | was added by bmurphy | 1/25/2018 11:59:24 AM | |
Vanguard Target Retirement 2010 Fund Investor Shares | VTENX | was removed by bmurphy | 1/25/2018 11:59:08 AM | |
Hartford MidCap Value Fund Class Y | HMVYX | was removed by bmurphy | 1/25/2018 11:58:57 AM | |
Goldman Sachs Growth Opportunities Fund Institutional Class | GGOIX | was removed by bmurphy | 1/25/2018 11:58:43 AM | |
AllianzGI High Yield Bond Fund Institutional Class | AYBIX | was removed by bmurphy | 9/11/2016 10:48:15 PM | |
AB Global Bond Fund Class I | ANAIX | was added by bmurphy | 9/11/2016 10:47:39 PM | |
Eaton Vance High Income Opportunities Fund Class I | EIHIX | was added by bmurphy | 9/11/2016 10:43:36 PM | |
Dreyfus International Equity Fund Class I | DIERX | was added by bmurphy | 9/11/2016 10:43:23 PM | |
AllianzGI NFJ International Value Fund Institutional Class | ANJIX | was removed by bmurphy | 9/11/2016 10:43:11 PM | |
AB Global Bond Fund Class I | ANAIX | was removed by bmurphy | 9/11/2016 10:42:58 PM | |
Hartford Inflation Plus Fund Class Y | HIPYX | was removed by bmurphy | 4/25/2016 12:28:49 PM | |
PIMCO Total Return Fund Institutional Class | PTTRX | was removed by bmurphy | 4/25/2016 12:28:40 PM | |
Goldman Sachs Satellite Strategies Portfolio Institutional Shares | GXSIX | was removed by bmurphy | 4/25/2016 12:28:27 PM | |
MFS International Growth Fund Class R4 | MGRVX | was removed by bmurphy | 4/25/2016 12:28:15 PM | |
Marketfield Fund Class I | MFLDX | was removed by bmurphy | 4/25/2016 12:28:04 PM | |
Neuberger Berman Real Estate Fund Institutional Class | NBRIX | was removed by bmurphy | 4/25/2016 12:27:44 PM | |
DFA Inflation-Protected Securities Portfolio Institutional Class | DIPSX | was added by bmurphy | 4/25/2016 12:27:25 PM | |
JPMorgan Core Plus Bond Fund Class R6 | JCPUX | was added by bmurphy | 4/25/2016 12:27:16 PM | |
T. Rowe Price Real Estate Fund | TRREX | was added by bmurphy | 4/25/2016 12:27:05 PM | |
Vanguard Mid-Cap Index Fund Admiral Shares | VIMAX | was added by bmurphy | 1/18/2016 6:42:48 PM | |
Vanguard Mid-Cap Index Fund Signal Shares | VMISX | was removed by bmurphy | 1/18/2016 6:42:36 PM | |
Vanguard 500 Index Fund Admiral Class | VFIAX | was added by bmurphy | 1/18/2016 6:42:27 PM | |
Vanguard 500 Index Fund Signal Class | VIFSX | was removed by bmurphy | 1/18/2016 6:42:14 PM | |
Vanguard Small-Cap Index Fund Admiral Shares | VSMAX | was added by bmurphy | 1/18/2016 6:42:06 PM | |
Vanguard Small Cap Index Fund Signal Shares | VSISX | was removed by bmurphy | 1/18/2016 6:41:55 PM | |
Principal LargeCap Growth Fund II Institutional Class | PPIIX | was removed by bmurphy | 7/11/2014 11:22:46 AM | |
Calvert Equity Portfolio Class I | CEYIX | was removed by bmurphy | 7/11/2014 11:22:34 AM | |
Principal LargeCap Growth Fund I Institutional Class | PLGIX | was added by bmurphy | 7/11/2014 11:22:23 AM | |
Calvert Equity Portfolio Class Y | CIEYX | was added by bmurphy | 7/11/2014 11:22:14 AM | |
Vanguard Target Retirement 2060 Fund Investor Shares | VTTSX | was added by bmurphy | 6/15/2014 7:58:30 PM | |
Vanguard Target Retirement Income Fund Investor Shares | VTINX | was added by bmurphy | 6/15/2014 7:58:30 PM | |
AllianzGI High Yield Bond Fund Institutional Class | AYBIX | was added by bmurphy | 6/15/2014 7:58:30 PM | |
Hartford Inflation Plus Fund Class Y | HIPYX | was added by bmurphy | 6/15/2014 7:58:30 PM | |
PIMCO Total Return Fund Institutional Class | PTTRX | was added by bmurphy | 6/15/2014 7:58:30 PM | |
DFA Short-Term Government Portfolio Institutional Class | DFFGX | was added by bmurphy | 6/15/2014 7:58:30 PM | |
US Cash / Money Market | USCASH | was added by bmurphy | 6/15/2014 7:58:30 PM | |
Vanguard Target Retirement 2015 Fund Investor Shares | VTXVX | was added by bmurphy | 6/15/2014 7:58:29 PM | |
Vanguard Target Retirement 2020 Fund Investor Shares | VTWNX | was added by bmurphy | 6/15/2014 7:58:29 PM | |
Vanguard Target Retirement 2025 Fund Investor Shares | VTTVX | was added by bmurphy | 6/15/2014 7:58:29 PM | |
Vanguard Target Retirement 2030 Fund Investor Shares | VTHRX | was added by bmurphy | 6/15/2014 7:58:29 PM | |
Vanguard Target Retirement 2035 Fund Investor Shares | VTTHX | was added by bmurphy | 6/15/2014 7:58:29 PM | |
Vanguard Target Retirement 2040 Fund Investor Shares | VFORX | was added by bmurphy | 6/15/2014 7:58:29 PM | |
Vanguard Target Retirement 2045 Fund Investor Shares | VTIVX | was added by bmurphy | 6/15/2014 7:58:29 PM | |
Vanguard Target Retirement 2050 Fund Investor Shares | VFIFX | was added by bmurphy | 6/15/2014 7:58:29 PM | |
Vanguard Target Retirement 2055 Fund Investor Shares | VFFVX | was added by bmurphy | 6/15/2014 7:58:29 PM | |
Marketfield Fund Class I | MFLDX | was added by bmurphy | 6/15/2014 7:58:28 PM | |
Goldman Sachs Satellite Strategies Portfolio Institutional Shares | GXSIX | was added by bmurphy | 6/15/2014 7:58:28 PM | |
AB Global Bond Fund Class I | ANAIX | was added by bmurphy | 6/15/2014 7:58:28 PM | |
Vanguard Target Retirement 2010 Fund Investor Shares | VTENX | was added by bmurphy | 6/15/2014 7:58:28 PM | |
JPMorgan Small Cap Value Fund Class R6 | JSVUX | was added by bmurphy | 6/15/2014 7:58:27 PM | |
Vanguard Small Cap Index Fund Signal Shares | VSISX | was added by bmurphy | 6/15/2014 7:58:27 PM | |
American Funds EuroPacific Growth Fund Class R-5 | RERFX | was added by bmurphy | 6/15/2014 7:58:27 PM | |
AllianzGI NFJ International Value Fund Institutional Class | ANJIX | was added by bmurphy | 6/15/2014 7:58:27 PM | |
DFA Emerging Markets Core Equity Portfolio Institutional Class | DFCEX | was added by bmurphy | 6/15/2014 7:58:27 PM | |
MFS International Growth Fund Class R4 | MGRVX | was added by bmurphy | 6/15/2014 7:58:27 PM | |
Oppenheimer Global Fund Class Fund Class Y | OGLYX | was added by bmurphy | 6/15/2014 7:58:27 PM | |
Neuberger Berman Real Estate Fund Institutional Class | NBRIX | was added by bmurphy | 6/15/2014 7:58:27 PM | |
Principal LargeCap Growth Fund II Institutional Class | PPIIX | was added by bmurphy | 6/15/2014 7:58:26 PM | |
Vanguard FTSE Social Index Fund Investor Shares | VFTSX | was added by bmurphy | 6/15/2014 7:58:26 PM | |
Vanguard 500 Index Fund Signal Class | VIFSX | was added by bmurphy | 6/15/2014 7:58:26 PM | |
Calvert Capital Accumulation Fund Class I | CCPIX | was added by bmurphy | 6/15/2014 7:58:26 PM | |
Goldman Sachs Growth Opportunities Fund Institutional Class | GGOIX | was added by bmurphy | 6/15/2014 7:58:26 PM | |
Hartford MidCap Value Fund Class Y | HMVYX | was added by bmurphy | 6/15/2014 7:58:26 PM | |
Vanguard Mid-Cap Index Fund Signal Shares | VMISX | was added by bmurphy | 6/15/2014 7:58:26 PM | |
ClearBridge Small Cap Growth Fund Class I | SBPYX | was added by bmurphy | 6/15/2014 7:58:26 PM | |
Calvert Equity Portfolio Class I | CEYIX | was added by bmurphy | 6/15/2014 7:58:25 PM | |
Invesco Diversified Dividend Fund Class Y | LCEYX | was added by bmurphy | 6/15/2014 7:58:25 PM |
COMMENTS
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bmurphy7/11/2014 11:23:46 AM
Plan has been updated by swapping out higher-cost options of two funds for their lower-cost counter-parts. Plan is exactly correct as of 7/11/14.
bmurphy1/18/2016 6:41:48 PM
Replaced Vanguard Signal w/ Vanguard Admiral class funds.
bmurphy4/25/2016 12:29:06 PM
Plan is exactly correct as of 4/25/16.
bmurphy9/11/2016 10:43:56 PM
Two additions, two deletions as of this update - 9/12/16.
bmurphy1/23/2017 4:01:26 PM
Plan is exactly correct as of today. 1/23/17.
bmurphy5/10/2017 11:55:36 AM
Portfolio exactly correct as of 5/10/17.
bmurphy1/25/2018 12:00:29 PM
Plan is correct as of today 1/25/18.
bmurphy7/16/2018 11:55:24 AM
Plan is correct as of 7/17/18.
bmurphy10/31/2018 1:21:42 PM
Plan is correct as of 10/31/18.
bmurphy1/30/2019 12:01:18 PM
Plan is correct as of 1/30/19.
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