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: