Performance is custom to each client & reports are available. Below is a sample allocation:
| Asset Class & Style | Weight | Ticker(s) | Term |
|---|---|---|---|
| Cash | 5 | Cash | Short |
| Money Market | 10 | SWAXX, SNAXX | Short |
| Other Bonds | 15 | Munis, CDs, Bills, etc | Short |
| High Yield & TIPS | 5 | HYG, TIP, SPIP | Intermediate |
| US Core Bond | 15 | AGG, BND | Intermediate |
| US Large Cap | 20 | IVV, VOO, SPY | Intermediate |
| Intl. Dev & Emg. | 15 | EFA, VWO, SCZ | Long |
| US Mid & Small Cap | 10 | VO, MDY, SLYV, IJR | Long |
| Other Equities | 5 | QQQ, Stocks, etc | Long |