Blood Works Northwest 403b
Bloodworks northwest 403b
40/60
40% Equity
U.S. Large-Cap Growth
5% TIAA-CREF Large Cap Growth Index
U.S. Large-Cap Value
4% TIAA-CREF Large Cap Value Index
U.S. Small-Cap Value
9% DFA U.S. Targeted Value
International Large-Cap Blend
14% TIAA-CREF International Equity Index
Emerging Markets
4% Harding Emerging Markets
REITS
4% TIAA-CREF Real Estate
60% Fixed Income
Intermediate-Term Bond
30% Prudential Total Return
Short-Term Bond
18% TIAA-CREF Short Term
TIPS
12% TIAA-CREF Inflation Linked
60/40
60% Equity
U.S. Large-Cap Growth
6% TIAA-CREF Large Cap Growth Index
U.S. Large-Cap Value
7% TIAA-CREF Large Cap Value Index
U.S. Small-Cap Value
14% DFA U.S. Targeted Value
International Large-Cap Blend
21% TIAA-CREF International Equity Index
Emerging Markets
6% Harding Emerging Markets
REITS
6% TIAA-CREF Real Estate
40% Fixed Income
Intermediate-Term Bond
20% Prudential Total Return
Short-Term Bond
12% TIAA-CREF Short Term
TIPS
8% TIAA-CREF Inflation Linked
80/20
80% Equity
U.S. Large-Cap Growth
9% TIAA-CREF Large Cap Growth Index
U.S. Large-Cap Value
9% TIAA-CREF Large Cap Value Index
U.S. Small-Cap Value
18% DFA U.S. Targeted Value
International Large-Cap Blend
28% TIAA-CREF International Equity Index
Emerging Markets
8% Harding Emerging Markets
REITS
8% TIAA-CREF Real Estate
20% Fixed Income
Intermediate-Term Bond
10% Prudential Total Return
Short-Term Bond
6% TIAA-CREF Short Term
TIPS
4% TIAA-CREF Inflation Linked
The following asset classes are missing from this portfolio:
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: