Swedish Medical Center 401k
Swedish Medical Center 401k
40/60
40% Equity
U.S. Large-Cap Growth
9% Vanguard Institutional Index
U.S. Small-Cap Growth
9% Vanguard Small Cap Index
International Large-Cap Growth
14% Spartan International Index
REIT
4% Invesco Real Estate Fund
Emerging Markets
4% Wells Fargo Emerging Markets
60% Fixed Income
Intermediate-Term Bond
45% Vanguard Total Bond
Short-Term Bond
15% Vanguard Inflation Protected
60/40
60% Equity
U.S. Large-Cap Growth
13% Vanguard Institutional Index
U.S. Small-Cap Growth
14% Vanguard Small Cap Index
International Large-Cap Growth
21% Spartan International Index
REIT
6% Invesco Real Estate Fund
Emerging Markets
6% Wells Fargo Emerging Markets
40% Fixed Income
Intermediate-Term Bond
30% Vanguard Total Bond
Short-Term Bond
10% Vanguard Inflation Protected
80/20
80% Equity
U.S. Large-Cap Growth
18% Vanguard Institutional Index
U.S. Small-Cap Growth
18% Vanguard Small Cap Index
International Large-Cap Growth
28% Spartan International Index
REIT
8% Invesco Real Estate Fund
Emerging Markets
8% Wells Fargo Emerging Markets
20% Fixed Income
Intermediate-Term Bond
15% Vanguard Total Bond
Short-Term Bond
5% Vanguard Inflation Protected
The following asset classes are missing from this portfolio:
U.S. Large Cap Growth
U.S. Small Cap Value
Int'l Large-Cap Value
Int'l Small-Cap Growth
Int'l Small-Cap Value
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: