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Port of Seattle

Port of Seattle

40/60

40% Equity
 

U.S. Large-Cap Blend
10%  Vanguard Institutional Index
U.S. Small-Cap Growth
5%  Vanguard Small Cap Index
U.S. Small-Cap Value
5%  DFA US Targeted Value
International Large-Cap Growth
20%  Vanguard Total International Stock Index

60% Fixed Income

Intermediate-Term Bond
60% Vanguard Total Bond Market Index
 

 

60/40

60% Equity

U.S. Large-Cap Blend
15%  Vanguard Institutional Index
U.S. Small-Cap Growth
7%  Vanguard Small Cap Index
U.S. Small-Cap Value
8%  DFA US Targeted Value
International Large-Cap Growth
30%  Vanguard Total International Stock Index

40% Fixed Income

Intermediate-Term Bond
40% Vanguard Total Bond Market Index

80/20

80% Equity

U.S. Large-Cap Blend
20%  Vanguard Institutional Index
U.S. Small-Cap Growth
10%  Vanguard Small Cap Index
U.S. Small-Cap Value
10%  DFA US Targeted Value
International Large-Cap Growth
40%  Vanguard Total International Stock Index

20% Fixed Income

Intermediate-Term Bond
20% Vanguard Total Bond Market Index

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