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Visionary Office Furniture

Visionary Office Furniture (Updated 5.21.18)

40/60

40% Equity

U.S. Large-Cap
5%  Vanguard Inst Index Fund Inst
U.S. Small-Cap Value
14%  Vanguard Selected Value Fund
International Large-Cap
19%  Vanguard FTSE All-World ex-US Ist 

U.S. REIT
2% Vanguard REIT Index Fund Inst

60% Fixed Income

Intermediate-Term Bond
48% Vanguard Total Bond Mkt Index Inst
Inflation Protected Bond
12% Vanguard Inflation-Protected Sec Adm

 

60/40

60% Equity

U.S. Large-Cap
7.5  Vanguard Inst Index Fund Inst
U.S. Small-Cap Value
21%  Vanguard Selected Value Fund
International Large-Cap
28.5%  Vanguard FTSE All-World ex-US Ist 

U.S. REIT
3% Vanguard REIT Index Fund Inst

40% Fixed Income

Intermediate-Term Bond
32% Vanguard Total Bond Mkt Index Inst
Inflation Protected Bond
8% Vanguard Inflation-Protected Sec Adm

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 

U.S. 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:
Int'l Small-Cap Growth
Int'l Small-Cap Value
Int'l REITS
 

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