Holdings are itemized directly on this plan's Schedule of Assets, below.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Vanguard Target Retirement 2035 | Mutual Funds | — | — | $2.0M | 28.2% | |
| Vanguard Target Retirement 2040 | Mutual Funds | — | — | $1.1M | 15.7% | |
| Vanguard Target Retirement 2030 | Mutual Funds | — | — | $1.1M | 14.8% | |
| Vanguard Target Retirement 2045 | Mutual Funds | — | — | $754K | 10.5% | |
| Vanguard Target Retirement 2025 | Mutual Funds | — | — | $719K | 10.0% | |
| Schwab US Treasury Money Ultra | U.S. Treasuries | — | — | $500K | 7.0% | |
| Vanguard Target Retirement Income | Mutual Funds | — | — | $401K | 5.6% | |
| Vanguard Target Retirement 2020 | Mutual Funds | — | — | $282K | 3.9% | |
| Vanguard Target Retirement 2060 | Mutual Funds | — | — | $95K | 1.3% | |
| Schwab US Large-Cap Growth Idx | Common Collective Trusts | — | — | $73K | 1.0% | |
| Vanguard Target Retirement 2055 | Mutual Funds | — | — | $15K | 0.2% | |
| Vanguard Target Retirement 2050 | Mutual Funds | — | — | $11K | 0.2% | |
| Vanguard Target Retirement 2065 | Mutual Funds | — | — | $8K | 0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
