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New Plan

Visionary Office Furniture (Created 05/21/18)

40/60

40% Equity

U.S. Large-Cap Value
10%  DFA large Cap Value
U.S. Small-Cap Growth
10%  Vanguard Small Cap Index
International Large-Cap Growth
20%  Dodge & Cox International

60% Fixed Income

Intermediate-Term Bond
45% Dodge & Cox Income
Short-Term Bond
15% Partners Stable Plan Value

 

60/40

60% Equity

U.S. Large-Cap Value
15%  DFA large Cap Value
U.S. Small-Cap Growth
15%  Vanguard Small Cap Index
International Large-Cap Growth
30%  Dodge & Cox International

40% Fixed Income

Intermediate-Term Bond
30% Dodge & Cox Income
Short-Term Bond
10% Partners Stable Plan Value

80/20

80% Equity

U.S. Large-Cap
10%  Vanguard Inst Index Fund Inst
U.S. Small-Cap Value
28%  Vanguard Selected Value Fund
International Large-Cap
38%  Vanguard FTSE All-World ex-US Ist

US REIT

4% Vanguard REIT Index Fund Inst

20% Fixed Income

Intermediate-Term Bond
16% Vanguard Total Bond Mkt Index Inst
Inflation Protected Bond
4% Vanguard Inflation-Protected Sec Adm

The following asset classes are missing from this portfolio:
U.S. Small Cap Growth
Int'l Large-Cap Value
Int'l Small-Cap Growth
Int'l Small-Cap Value
Int'l REITS
Short-Term Bond
 

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