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Seattle Children's 403b

seattle Children's 403b

40/60

40% Equity

U.S. Large-Cap Value
10% ALZGI NFJ DIV VL ADM
U.S. Large-Cap Blend
10% FID 500 Index INST
International Large-Cap Blend
16%  Dodge & Cox International Stk
Emerging Markets
4%  DFA Emerging Markets

60% Fixed Income

Intermediate-Term Bond
60% WA Core Plus Bond I
 

 

60/40

60% Equity

U.S. Large-Cap Value
15% ALZGI NFJ DIV VL ADM
U.S. Large-Cap Blend
15% FID 500 Index INST
International Large-Cap Blend
24%  Dodge & Cox International Stk
Emerging Markets
6%  DFA Emerging Markets

40% Fixed Income

Intermediate-Term Bond
40% WA Core Plus Bond I

80/20

80% Equity

U.S. Large-Cap Value
20% ALZGI NFJ DIV VL ADM
U.S. Large-Cap Blend
20% FID 500 Index INST
International Large-Cap Blend
32%  Dodge & Cox International Stk
Emerging Markets
8%  DFA Emerging Markets

20% Fixed Income

Intermediate-Term Bond
20% WA Core Plus Bond I

The following asset classes are missing from this portfolio:
U.S. Large Cap Growth
U.S. Small Cap Growth
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
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