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: