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Central Washington University 403b

Central Washington University 403b

40/60

40% Equity

U.S. Large-Cap Blend
9% Vanguard Institutional Index
U.S. Small-Cap Value
9% DFA Targeted Value
International Large-Cap Blend
14% Vanguard Developed Market Index
Emerging Markets
4% DFA Emerging Markets
REITs
4% Cohn & Steers Realty

60% Fixed Income

Short-Term Bonds
15% Vanguard Money Market
Intermediate Bond
45% PIMCO Total Return
 

60/40

60% Equity

U.S. Large-Cap Blend
13% Vanguard Institutional Index
U.S. Small-Cap Value
14% DFA Targeted Value
International Large-Cap Blend
21% Vanguard Developed Market Index
Emerging Markets
6% DFA Emerging Markets
REITs
6% Cohn & Steers Realty

40% Fixed Income

Short-Term Bonds
10% Vanguard Money Market
Intermediate Bond
30% PIMCO Total Return

80/20

80% Equity

U.S. Large-Cap Blend
18% Vanguard Institutional Index
U.S. Small-Cap Value
18% DFA Targeted Value
International Large-Cap Blend
28% Vanguard Developed Market Index
Emerging Markets
8% DFA Emerging Markets
REITs
8% Cohn & Steers Realty

20% Fixed Income

Short-Term Bonds
5% Vanguard Money Market
Intermediate Bond
15% PIMCO Total Return

The following asset classes are missing from this portfolio:

International Large-Cap Value
International Small-Cap Value
International Large-Cap Growth

TIPS

 

You should try to invest in as many of these asset classes as possible through IRA or individual taxable accounts to arrive at a portfolio that comes close to the chart below:

401411-allocation chart.png