Kraft/Heinz
Kraft/Heinz 401k
40/60
40% Equity
U.S. Large-Cap Blend
10% W/F Blackrock S&P
U.S. Small-Cap Blend
10% W/F Blackrock Russell 2000
International Large-Cap Growth
16% W/F Blackrock Inernational Equity
Emerging Markets
4% Vanguard Emerging Markets
60% Fixed Income
Intermediate-Term Bond
45% Loomis Sayles Cote bond
Short-Term bonds
15% WF Stable R
60/40
60% Equity
U.S. Large-Cap Blend
15% W/F Blackrock S&P
U.S. Small-Cap Blend
15% W/F Blackrock Russell 2000
International Large-Cap Growth
24% W/F Blackrock Inernational Equity
Emerging Markets
6% Vanguard Emerging Markets
40% Fixed Income
Intermediate-Term Bond
30% Loomis Sayles Cote bond
Short-Term bonds
10% WF Stable R
80/20
80% Equity
U.S. Large-Cap Blend
20% W/F Blackrock S&P
U.S. Small-Cap Blend
20% W/F Blackrock Russell 2000
International Large-Cap Growth
32% W/F Blackrock Inernational Equity
Emerging Markets
8% Vanguard Emerging Markets
20% Fixed Income
Intermediate-Term Bond
15% Loomis Sayles Cote bond
Short-Term bonds
5% WF Stable R
The following asset classes are missing from this portfolio:
U.S. Large-Cap Value
U.S. Small-Cap Value
Int'l Large-Cap Value
Int'l Small-Cap Growth
Int'l Small-Cap Value
U.S. REITS
Int'l REITS
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: