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University of Washington Retirement Plan

University of washington retirement plan

40/60

40% Equity

U.S. Large-Cap Blend
9% Vanguard Institutional Index
U.S. Small-Cap Growth
4% Vanguard Small Cap
U.S. Small-Cap Value
5% DFA Trageted Value
International Large Cap Growth
14%  Vanguard Dev Market Index
Emerging Markets
4% DFA Emerging Markets V
REIT
4%  C & S Realty

60% Fixed Income

Intermediate-Term Bond
45%  Vanguard Total Bond
Short-Term Bond
15% Vanguard Short-Term Bond
 

60/40

60% Equity

U.S. Large-Cap Blend
13% Vanguard Institutional Index
U.S. Small-Cap Growth
7% Vanguard Small Cap
U.S. Small-Cap Value
7% DFA Trageted Value
International Large Cap Growth
21%  Vanguard Dev Market Index
Emerging Markets
6% DFA Emerging Markets V
REIT
6%  C & S Realty

40% Fixed Income

Intermediate-Term Bond
30%  Vanguard Total Bond
Short-Term Bond
10% Vanguard Short-Term Bond

80/20

80% Equity

U.S. Large-Cap Blend
18% Vanguard Institutional Index
U.S. Small-Cap Growth
9% Vanguard Small Cap
U.S. Small-Cap Value
9% DFA Trageted Value
International Large Cap Growth
28%  Vanguard Dev Market Index
Emerging Markets
8% DFA Emerging Markets V
REIT
8%  C & S Realty

20% Fixed Income

Intermediate-Term Bond
15%  Vanguard Total Bond
Short-Term Bond
5% Vanguard Short-Term Bond

The following asset classes are missing from this portfolio:

US Large-Cap Value
International Large-Cap Value

International Small-Cap Growth
International Small-Cap Value
TIPS (inflation protection)

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