Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| VESTWELL | 81-3062212 | NEW YORK, NY | NONE | $20K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Schwab Intl Equity ETF Mutual Fund | Other securities | — | — | $96K | 21.5% | |
| iShares Core U.S. Aggregate Bond ETF Mutual Fund | Other securities | — | — | $72K | 16.2% | |
| Cash Interest Bearing Cash ** 2 * iShares Core S&P 500 ETF Mutual Fund | Cash / Money Market | — | — | $62K | 13.9% | |
| Schwab U.S. Large-Cap Growth Mutual Fund | Other securities | — | — | $54K | 12.2% | |
| Vanguard Value ETF Mutual Fund | Other securities | — | — | $49K | 11.0% | |
| Vanguard FTSE EmergingMarkets Mutual Fund | Other securities | — | — | $41K | 9.3% | |
| Vanguard Mid-Cap ETF Mutual Fund | Other securities | — | — | $30K | 6.7% | |
| iShares Core S&P Small Cap ETF Mutual Fund | Other securities | — | — | $19K | 4.2% | |
| Schwab US REIT ETF Mutual Fund | Common Stock | — | — | $10K | 2.3% | |
| iShares Intl Aggregate Bond Mutual Fund | Other securities | — | — | $9K | 2.0% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
