Retirement Allocation - 3 Fund
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Documentation:https://docs.google.com/document/d/1flFvfKIcgmbIJgSTCzrcWIkztJUQiNYNe-RgMV4h_ag/editIf you want a copy of this sheet for your own use, choose File --> Make a copy
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AccountAmountAllocatedDifference
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His-Roth$25,678.00$25,678.00$0.00
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Her-Roth$22,123.00$22,123.00$0.00
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His-IRA$27,000.00$27,000.00$0.00
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Her-401K$53,125.00$53,125.00$0.00
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Total$127,926.00$127,926.00$0.00
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AllocationPercentageTargetAllocatedDifferenceActual %Actual Difference
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Stock70%$89,548.20$89,548.20$0.0070.00%0.00%
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Bonds30%$38,377.80$38,377.80$0.0030.00%0.00%
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Total100%$127,926.00$127,926.00
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Stock AllocationPercentageTargetAllocatedDifferenceActual %Actual Difference
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Stock-US-TSM70%$62,683.74$62,683.74$0.0070.00%0.00%
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Stock-Intl30%$26,864.46$26,864.46$0.0030.00%0.00%
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Total100%$89,548.20$89,548.20
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US Stock AllocationPercentageTargetAllocatedDifferenceActual %Actual Difference
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Stock-US-TSM100%$62,683.74$62,683.74$0.00100.00%0.00%
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Total100%$62,683.74$62,683.74
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AccountFund TickerFund NameSectorSharesUnit PriceAmountExpenseRatioAnnual Fees
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Her-401KJETSXJohn Hancock Variable Insurance Trust Total Stock Market Index Trust Series IStock-US-TSM2,389.789$22.23$53,125.000.58$308.13
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His-IRAVTIAXVanguard Total International Stock Index Fund Admiral SharesStock-Intl80.000$30.10$17,441.260.11$19.19
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His-IRAVTSMXVanguard Total Stock Market Index Fund Investor SharesStock-US-TSM310.000$66.55$9,558.740.15$14.34
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Her-RothVGTSXVanguard Total International Stock Index Fund Investor SharesStock-Intl80.000$17.99$9,423.200.18$16.96
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Her-RothVBTLXVanguard Total Bond Market Index Fund Admiral SharesBonds140.845$10.75$12,699.800.05$6.35
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His-RothVBTLXVanguard Total Bond Market Index Fund Admiral SharesBonds2,092.000$10.75$25,678.000.05$12.84
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TOTAL$127,926.000.30%$377.80
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