Jan 01, 2022 - Dec 31, 2022
Jan 01, 2021 - Dec 31, 2021
Jan 01, 2020 - Dec 31, 2020
Jan 01, 2019 - Dec 31, 2019
Jan 01, 2018 - Dec 31, 2018
Jan 01, 2017 - Dec 31, 2017
May 01, 2016 - Dec 31, 2016
Nov 01, 2015 - Apr 30, 2016
May 01, 2015 - Oct 31, 2015
Nov 01, 2014 - Apr 30, 2015
Investment
Type
Value
America Funds 2030
Mutual Fund
$5,001 to $50,000
American Beacon Intl Equity Y Class
Mutual Fund
$5,001 to $50,000
American Beacon Intl Equity Y Class
Mutual Fund
$5,001 to $50,000
American Funds 2025 Target Date
Mutual Fund
$5,001 to $50,000
American Funds American Balanced
Mutual Fund
$50,001 - $250,000
American Funds Euro Pac Growth
Mutual Fund
$5,001 to $50,000
American Funds Fundamental Inv
Mutual Fund
$5,001 to $50,000
American Funds SMALL CAP World R3
Mutual Fund
$5,001 to $50,000
AQR Small Cap Multi Style
Mutual Fund
$5,001 to $50,000
BlackRock Equity Dividend
Mutual Fund
$50,001 - $250,000
BlackRock Health Sciences Oppor R1
Mutual Fund
$50,001 - $250,000
Columbia Global Energy & Nat Resources R
Mutual Fund
$5,001 to $50,000
Delaware Value Fund Institutional
Mutual Fund
$5,001 to $50,000
EB MaGIC 95 Stable Value
Mutual Fund
$5,001 to $50,000
Fid Freedom 2030K
Mutual Fund
$50,001 - $250,000
Franklin Small Cap Value
Mutual Fund
$5,001 to $50,000
Franklin Small-Mid Cap Growth R
Mutual Fund
$5,001 to $50,000
Harding Loevner Intl Equity Port Instl
Mutual Fund
$5,001 to $50,000
Janus Enterprises Fund R
Mutual Fund
$5,001 to $50,000
John Hancock Mid Cap Stock
Mutual Fund
$5,001 to $50,000
John Hancock Natural Resources
Mutual Fund
$5,001 to $50,000
John Hancock Science & Technology
Mutual Fund
$5,001 to $50,000
John Hancock Total Bond Market
Mutual Fund
$5,001 to $50,000
Lazard Emerging Markets
Mutual Fund
$5,001 to $50,000
Lazard Intl Strategy Equity Port Intl
Mutual Fund
$5,001 to $50,000
Lord Abbett Developing Growth R3
Mutual Fund
$5,001 to $50,000
MFS Growth Fund Class I
Mutual Fund
$5,001 to $50,000
Oppenheimer Real Estate
Mutual Fund
$5,001 to $50,000
PIMCO Total Return
Mutual Fund
$5,001 to $50,000
Prudential Jennison Utility
Mutual Fund
$5,001 to $50,000
Templeton Global Bond
Mutual Fund
$5,001 to $50,000
The Growth Fund of America
Mutual Fund
$5,001 to $50,000
Thrift Saving I Fund
Mutual Fund
$5,001 to $50,000
Thrift Savings F Fund
Mutual Fund
$5,001 to $50,000
Thrift Saving S Fund
Mutual Fund
$5,001 to $50,000
Thrift Savings Plan C Fund
Mutual Fund
$5,001 to $50,000
Thrift Savings Plan G Fund
Mutual Fund
$5,001 to $50,000
USAA Growth & Income
Mutual Fund
$5,001 to $50,000
USAA Managed Allocation Retail
Mutual Fund
$5,001 to $50,000
USAA World Growth
Mutual Fund
$5,001 to $50,000
Vanguard Growth and Income Admiral
Mutual Fund
$50,001 - $250,000
Victory Sycamore Established Value I
Mutual Fund
$5,001 to $50,000