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Portfolio Edit Page
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Select a portfolio to EDIT:
A C E 401(K) Retirement Plan
All Equity and ETF Positions
All Equity Positions
All Equity Positions with ADRs and REITs
All ETFs Positions
AMC Direct Inc 401(K) Plan Trust
Asphalt Design Profit Sharing Plan
Bulldog Square Inc Plan
Client Portfolio
Clovis Insurance Agency Inc Profit Sharing Plan
Cory J Constanzo DDS 401(K)
CV Electric Retirement Plan
Dan Freitas Electric Inc 401(K)
DandD Lift Inc 401(K)
Dorns Gas Inc 401(K)
GROWTH
IPM 401(K)
James Irrigation District 401(K)
JH 2025 Target Fund
JH 2030 Target Fund
JH 2035 Target Fund
JH 2040 Target Fund
JH 2045 Target Fund
JH 2050 Target Fund
JH Balanced
JH Fixed Income - LT Global
JH Fixed Income - LT HQ
JH Fixed Income - ST Global
JH Fixed Income - ST HQ
JH Fixed Income - ST LQ
JH Fixed Income - ST MQ
JH Interm Fixed Income - Global
JH Interm Fixed Income - HQ
JH Interm Fixed Income - LQ
JH Interm Fixed Income - MQ
JH International Blend
JH international Growth
JH International Value
JH Large Cap Blend
JH Large Cap Growth
JH Large Cap Value
JH Mid Cap Blend
JH Mid Cap Growth
JH Mid Cap Value
JH Sector
JH Small Cap Blend
JH Small Cap Growth
JH Small Cap Value
JH Specialty
JH Target Risk Balanced
JH Target Risk Conservative
JH Target Risk Moderate
Jill Lott 401(k)
JJ Proposed
JJ Test
PCN 401(K)
Peter Antaramian - Combined
Pure Equity (2Q21 - 80 Equity 20 Bond)
Pure Equity (2Q21 - MEd)
Pure Equity (2Q21 - Small)
Pure Equity (2Q21)
Rabobank 401K Plan
SC - 10 Dividend Growth Stock Momentum Portfolio
SC - 10 Dividend Growth Stock Momentum Portfolio - SWO
SC - 10+ Dividend Growth Stock Portfolio
SC - 10+ Dividend Growth Stock Portfolio - SWO
SC - 10+ Dividend Growth Stock Portfolio Benchmark Index SandP 500
SC Cost Of Removing Risk
SC Portfolio A - 75 Growth 25 Income
SC Portfolio A - 75 Growth 25 Income - SWO
SC Portfolio A - 75 Growth 25 Income-Benchmark SPY-IWM-EFA-IEF
SC Portfolio B - 70 Growth 30 Income
SC Portfolio B - 70 Growth 30 Income - SWO
SC Portfolio B - 70 Growth 30 Income-Benchmark SPY-IWM-EFA-IEF
SC Portfolio C - 65 Growth 35 Income
SC Portfolio C - 65 Growth 35 Income - SWO
SC Portfolio C - 65 Growth 35 Income-Benchmark SPY-IWM-EFA-IEF
SC Portfolio D - 60 Growth 40 Income
SC Portfolio D - 60 Growth 40 Income - SWO
SC Portfolio D - 60 Growth 40 Income-Benchmark SPY-IWM-EFA-IEF
SC Portfolio E - 55 Growth 45 Income
SC Portfolio E - 55 Growth 45 Income - SWO
SC Portfolio E - 55 Growth 45 Income-Benchmark SPY-IWM-EFA-IEF
SC Portfolio F - 50 Growth 50 Income
SC Portfolio F - 50 Growth 50 Income - SWO
SC Portfolio F - 50 Growth 50 Income-Benchmark SPY-IWM-EFA-IEF
SC Portfolio G - 35 Growth 65 Income
SC Portfolio G - 35 Growth 65 Income - SWO
SC Portfolio G - 35 Growth 65 Income-Benchmark SPY-IWM-EFA-IEF
SC Portfolio H - ETF 75 Growth 25 Income
SC Portfolio H - ETF 75 Growth 25 Income - SWO
SC Portfolio I - ETF 35 Growth 65 Income
SC Portfolio I - ETF 35 Growth 65 Income - SWO
Schwab IRA
Semitropic Water Storage 401(K)
Sun Fresh International 401(K)
T G S Transportation Inc 401(K)
T Rowe Large Value
T Rowe Mid Cap Growth
T Rowe Mid Cap Value
T Rowe Small Cap Growth
T Rowe Small Cap Value
Top Equities
Ty Schwab IRA
Ty Schwab Trust
Ty Vanguard Trust
VDA Inc 401(K)
Voya Allocation--15 to 30 Equity
Voya Allocation--30 to 50 Equity
Voya Allocation--50 to 70 Equity
Voya Allocation--70 to 85 Equity
Voya Allocation--85+ Equity
Voya Diversified Emerging Mkts
Voya Diversified Pacific-Asia
Voya Foreign Large Blend
Voya Foreign Large Growth
Voya Foreign Large Value
Voya Foreign Small-Mid Blend
Voya High Yield Bond
Voya Intermediate-Term Bond
Voya Large Blend
Voya Large Growth
Voya Large Value
Voya Mid Cap Blend
Voya Mid Cap Growth
Voya Mid Cap Value
Voya Multisector Bond
Voya Natural Resources
Voya Nontraditional Bond
Voya Pacific Asia ex-Japan
Voya Real Estate
Voya Short Govt
Voya Short-Term Bond
Voya Small Blend
Voya Small Growth
West Coast Equipment LLC 401(K)
Client Test Portfolio
Client Test Portfolio - SWO
Feig Roth Pre-Rebalance (2Q21)
Sample Client Portfolio
Sample Client Portfolio - SWO
Prospect Test Portfolio
Prospect Test Portfolio - SWO
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ALL REVISIONS
1/31/2020 12:00:00 AM
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