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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:

401411-allocation chart.png