Investment |
Type |
Value |
Paychex Inc
|
Stock |
$5,001 to $50,000 |
American Balance Fund CLBEX
|
Mutual Fund |
$50,001 - $250,000 |
American Funds AMCAP Fund
|
Mutual Fund |
$5,001 to $50,000 |
Bond Fund of America - ABNDX
|
Mutual Fund |
$5,001 to $50,000 |
Bond Fund of America (CAFEX)
|
Mutual Fund |
$50,001 - $250,000 |
Europacific Growth Fund - AEPGX
|
Mutual Fund |
$5,001 to $50,000 |
Europacific Growth Fund - CEUEX
|
Mutual Fund |
$5,001 to $50,000 |
Growth Fund of America - AGTHX
|
Mutual Fund |
$5,001 to $50,000 |
Growth Fund of America - CGFEX
|
Mutual Fund |
$5,001 to $50,000 |
Investment Company of America AIVSX
|
Mutual Fund |
$5,001 to $50,000 |
iShares Core S&P Mid-Cap ETF
|
Mutual Fund |
$5,001 to $50,000 |
I Shares LQD
|
Mutual Fund |
$5,001 to $50,000 |
I Shares TR Core Small Cap (IJR)
|
Mutual Fund |
$5,001 to $50,000 |
Putnam Investor Fund A - PNOPX
|
Mutual Fund |
$5,001 to $50,000 |
Putnam Mulitcap Growth FUnd
|
Mutual Fund |
$5,001 to $50,000 |
Putnam Multicap Core Fund Class A
|
Mutual Fund |
$5,001 to $50,000 |
Putnam Sustainable Leaders Fund Class A
|
Mutual Fund |
$5,001 to $50,000 |
SPDR S&P ETF
|
Mutual Fund |
$50,001 - $250,000 |
The Income Fund of America (CIMEX)
|
Mutual Fund |
$5,001 to $50,000 |
TSHARES IJH
|
Mutual Fund |
$50,001 - $250,000 |
US Government Securities Fund AMUSX
|
Mutual Fund |
$5,001 to $50,000 |
Van Eck Constant Maturity CMCYX
|
Mutual Fund |
$5,001 to $50,000 |
Vanguard BD INDEXFDS Vanguard Short
|
Mutual Fund |
$5,001 to $50,000 |
Vanguard BND
|
Mutual Fund |
$50,001 - $250,000 |
Vanguard BSV
|
Mutual Fund |
$5,001 to $50,000 |
Vanguard Emerging Markets Stock Index
|
Mutual Fund |
$5,001 to $50,000 |
Vanguard Intl Equity Index
|
Mutual Fund |
$5,001 to $50,000 |
Vanguard INTL FDFTSE Developed MKTS ETF
|
Mutual Fund |
$5,001 to $50,000 |
Vanguard Mlavern FDS Short Term Inflation Protected
|
Mutual Fund |
$5,001 to $50,000 |
Vanguard Tax Managed Int'l Fund (VEA)
|
Mutual Fund |
$50,001 - $250,000 |
Vanguard VNQ
|
Mutual Fund |
$5,001 to $50,000 |
Washington Mutual Investors Fund
|
Mutual Fund |
$50,001 - $250,000 |
Washington Mutual Investors Fund AWSHX
|
Mutual Fund |
$5,001 to $50,000 |
Washington Mutual Investors Fund - CWMEX
|
Mutual Fund |
$50,001 - $250,000 |