Investments

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Quarterly Performance Monitoring Report PDF
The information below is intended to eliminate the guesswork of building a well-diversified portfolio appropriate for your retirement goals and ability to accept market volatility. To view a list of all of the investment options available in your plan including fees, risks, and historical returns, please login to your account. For support with this process here are step-by-step instructions. For advice on selecting a portfolio, please contact IFA. We are happy to help.

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Investment Options Ticker Symbol
DFA US Social Core Equity DFUEX
DFA Global Real Estate Securities I DFGEX
DFA International Social Core Equity Institutional DSCLX
DFA Emerging Markets Social Core Equity DFESX
DFA Social Fixed Income DSFIX
DFA Short-Term Government I DFFGX
Vanguard Treasury MMKT INV VUSXX