Providence Health
Providence Health Systems
40/60
36% Equity
U.S. Large-Cap Blend
9% Vanguard Institutional Index
U.S. Small-Cap Blend
9% Vanguard Small Cap Index
International Large-Cap Blend
14% Fidelity Spartan Int'l Index
Emerging Markets
4% Wells Fargo Advantage Emerging Mkts
4% REITs
4% Invesco Real Estate
60% Fixed Income
Intermediate Bond
45% Vanguard Total Bond Market Index
TIPs
15% Vanguard Inflation Protected Securities
60/40
54% Equity
U.S. Large-Cap Blend
13% Vanguard Institutional Index
U.S. Small-Cap Blend
14% Vanguard Small Cap Index
International Large-Cap Blend
21% Fidelity Spartan Int'l Index
Emerging Markets
6% Wells Fargo Advantage Emerging Mkts
6% REITs
6% Invesco Real Estate
40% Fixed Income
Intermediate Bond
30% Vanguard Total Bond Market Index
TIPs
10% Vanguard Inflation Protected Securities
80/20
72% Equity
U.S. Large-Cap Blend
18% Vanguard Institutional Index
U.S. Small-Cap Blend
18% Vanguard Small Cap Index
International Large-Cap Blend
28% Fidelity Spartan Int'l
Emerging Markets
8% Wells Fargo Advantage Emerging Mkts
8% REITs
8% Invesco Real Estate
20% Fixed Income
Intermediate Bond
15% Vanguard Total Bond Market Index
TIPs
5% Vanguard Inflation Protected Securities
The following asset classes are missing from this portfolio:
International REITS
International Small 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: