This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| KILEY JUERGENS WEALTH MGMT. LLC | 27-1667598 | — | RIA | $25K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| JOHN HANCOCK LIFE INSURANCE COMPANY | 01-0233346 | — | NONE | $2K | — |
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
| Investment | Type | Current value | % of plan |
|---|---|---|---|
| VANGUARD GROWTH INDEX FUND JOHN HANCOCK LIFE INSURANCE COMPANY · EIN 01-0233346 / PN 000 | Pooled Separate Account | $690K | 12.9% |
| TOTAL STOCK MARKET INDEX FUND JOHN HANCOCK LIFE INSURANCE COMPANY · EIN 01-0233346 / PN 000 | Pooled Separate Account | $555K | 10.4% |
| VANGUARD VALUE INDEX FUND JOHN HANCOCK LIFE INSURANCE COMPANY · EIN 01-0233346 / PN 000 | Pooled Separate Account | $488K | 9.1% |
| VANGUARD TOTAL INTL STOCK INDEX JOHN HANCOCK LIFE INSURANCE COMPANY · EIN 01-0233346 / PN 000 | Pooled Separate Account | $485K | 9.1% |
| AMERICAN BALANCED FUND JOHN HANCOCK LIFE INSURANCE COMPANY · EIN 01-0233346 / PN 000 | Pooled Separate Account | $466K | 8.7% |
| 500 INDEX FUND JOHN HANCOCK LIFE INSURANCE COMPANY · EIN 01-0233346 / PN 000 | Pooled Separate Account | $313K | 5.8% |
| JOHN HANCOCK BOND FUND JOHN HANCOCK LIFE INSURANCE COMPANY · EIN 01-0233346 / PN 000 | Pooled Separate Account | $245K | 4.6% |
| T ROWE PRICE INTEGR US SC GR JOHN HANCOCK LIFE INSURANCE COMPANY · EIN 01-0233346 / PN 000 | Pooled Separate Account | $219K | 4.1% |
| VANGUARD MID CAP GROWTH ETF JOHN HANCOCK LIFE INSURANCE COMPANY · EIN 01-0233346 / PN 000 | Pooled Separate Account | $214K | 4.0% |
| MONEY MARKET FUND JOHN HANCOCK LIFE INSURANCE COMPANY · EIN 01-0233346 / PN 000 | Pooled Separate Account | $171K | 3.2% |
| VANGUARD TARGET RET 2030 JOHN HANCOCK LIFE INSURANCE COMPANY · EIN 01-0233346 / PN 000 | Pooled Separate Account | $135K | 2.5% |
| SMALL CAP INDEX FUND JOHN HANCOCK LIFE INSURANCE COMPANY · EIN 01-0233346 / PN 000 | Pooled Separate Account | $127K | 2.4% |
| VANGUARD SMALL CAP GROWTH INDEX JOHN HANCOCK LIFE INSURANCE COMPANY · EIN 01-0233346 / PN 000 | Pooled Separate Account | $122K | 2.3% |
| VANGUARD TARGET RET 2055 JOHN HANCOCK LIFE INSURANCE COMPANY · EIN 01-0233346 / PN 000 | Pooled Separate Account | $112K | 2.1% |
| VANGUARD TOTAL INTL BOND INDEX JOHN HANCOCK LIFE INSURANCE COMPANY · EIN 01-0233346 / PN 000 | Pooled Separate Account | $104K | 1.9% |
| VANGUARD TARGET RET 2025 JOHN HANCOCK LIFE INSURANCE COMPANY · EIN 01-0233346 / PN 000 | Pooled Separate Account | $94K | 1.7% |
| VANGUARD TARGET RET 2060 JOHN HANCOCK LIFE INSURANCE COMPANY · EIN 01-0233346 / PN 000 | Pooled Separate Account | $91K | 1.7% |
| VANGUARD TARGET RET 2050 JOHN HANCOCK LIFE INSURANCE COMPANY · EIN 01-0233346 / PN 000 | Pooled Separate Account | $86K | 1.6% |
| VANGUARD TOTAL BOND MARKET IDX JOHN HANCOCK LIFE INSURANCE COMPANY · EIN 01-0233346 / PN 000 | Pooled Separate Account | $85K | 1.6% |
| VANGUARD TARGET RET 2040 JOHN HANCOCK LIFE INSURANCE COMPANY · EIN 01-0233346 / PN 000 | Pooled Separate Account | $78K | 1.5% |
| VANGUARD TARGET RET 2035 JOHN HANCOCK LIFE INSURANCE COMPANY · EIN 01-0233346 / PN 000 | Pooled Separate Account | $67K | 1.2% |
| FIDELITY MID CAP INDEX FUND JOHN HANCOCK LIFE INSURANCE COMPANY · EIN 01-0233346 / PN 000 | Pooled Separate Account | $54K | 1.0% |
| VANGUARD TARGET RET 2045 JOHN HANCOCK LIFE INSURANCE COMPANY · EIN 01-0233346 / PN 000 | Pooled Separate Account | $41K | 0.8% |
| LORD ABBETT SHORT DURATION INCOME JOHN HANCOCK LIFE INSURANCE COMPANY · EIN 01-0233346 / PN 000 | Pooled Separate Account | $38K | 0.7% |
| VANGUARD TARGET RET 2065 JOHN HANCOCK LIFE INSURANCE COMPANY · EIN 01-0233346 / PN 000 | Pooled Separate Account | $35K | 0.6% |
| VANGUARD MID CAP VALUE ETF JOHN HANCOCK LIFE INSURANCE COMPANY · EIN 01-0233346 / PN 000 | Pooled Separate Account | $34K | 0.6% |
| FIDELITY REAL ESTATE INDEX JOHN HANCOCK LIFE INSURANCE COMPANY · EIN 01-0233346 / PN 000 | Pooled Separate Account | $24K | 0.4% |
| T ROWE PRICE SCIENCE & TECH JOHN HANCOCK LIFE INSURANCE COMPANY · EIN 01-0233346 / PN 000 | Pooled Separate Account | $23K | 0.4% |
| BLUE CHIP GROWTH FUND JOHN HANCOCK LIFE INSURANCE COMPANY · EIN 01-0233346 / PN 000 | Pooled Separate Account | $22K | 0.4% |
| FIDELITY CONTRAFUND JOHN HANCOCK LIFE INSURANCE COMPANY · EIN 01-0233346 / PN 000 | Pooled Separate Account | $17K | 0.3% |
| VANGUARD ENERGY FUND JOHN HANCOCK LIFE INSURANCE INCOME · EIN 01-0233346 / PN 000 | Pooled Separate Account | $14K | 0.3% |
| DFA EMERGING MARKETS VALUE JOHN HANCOCK LIFE INSURANCE COMPANY · EIN 01-0233346 / PN 000 | Pooled Separate Account | $14K | 0.3% |
| INVESCO GLOBAL FUND JOHN HANCOCK LIFE INSURANCE COMPANY · EIN 01-0233346 / PN 000 | Pooled Separate Account | $9K | 0.2% |
| BLACKROCK GLOBAL ALLOCATION JOHN HANCOCK LIFE INSURANCE COMPANY · EIN 01-0233346 / PN 000 | Pooled Separate Account | $7K | 0.1% |
| EATON VANCE HIGH INCOME OPPS JOHN HANCOCK LIFE INSURANCE COMPANY · EIN 01-0233346 / PN 000 | Pooled Separate Account | $7K | 0.1% |
