|
|
|
|
Sample Portfolio |
|
| |
|
|
SYMBOL |
| Large Cap
(25%) |
|
|
|
Value |
7 % |
Russell 1000 Value |
IWD |
| |
8 % |
S&P Barra 500 Value |
IVE |
| |
|
|
|
|
Growth |
10 % |
S&P Barra 500 Growth |
IVV |
| |
|
|
|
| Mid Cap
(15%) |
|
|
|
Value |
9 % |
S&P Barra 400 Value |
IJJ |
|
Growth |
6 % |
S&P Barra 400 Growth |
IJK |
| |
|
|
|
| Small Cap
(10%) |
|
|
|
Value |
5 % |
Russell 2000 Value |
IWN |
|
Growth |
5 % |
Russell 2000 Growth |
IWO |
| |
|
|
|
| International
(8 %) |
|
|
| MSCI
EAFE |
4 % |
Europe, Australia, Far East |
EFA |
|
Pacific |
4 % |
MSCI Pacific Ex. Japan |
EPP |
| |
|
|
|
| Sectors
(14%) |
|
|
| Real
Estate |
7 % |
Wilshire REIT Index |
RWR |
|
Biotechnology |
4 % |
NASDAQ Biotechnology |
IBB |
|
Financial |
3 % |
Dow Jones U.S. Financial |
IYG |
| |
|
|
|
| Income
(27%) |
|
|
|
Multi Sector Bond |
13 % |
Lehman Aggregate Bond Fund |
AGG |
|
Corp. Bonds |
8 % |
Investop Corp. Bond |
LQD |
| 7-10
Year Treasury |
6 % |
U.S. Government Bond Fund |
IEF |
| |
|
|
|
| Cash
(1%) |
Alliance Money Market |
|
|
|
