Rebalance
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Cash$0.00
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Balance (S/B Positive)Contribution$12,000.00Max ExpenseBroker Fee
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100%$12,000.00$12,000.002.00%$9.00
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CurrentCurrentCurrent$450.00
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SynbolTargetSharesBuy/SellOver/UnderRecommendedPriceValueTargetShortageFee Percentage
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BIV5%$0.007-5%$83.37$0.00$600.00-$600.001.50%$0.00$0.00
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VOO15%$0.009-15%$192.42$0.00$1,800.00-$1,800.000.50%$0.00$0.00
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VUG5%$0.006-5%$108.98$0.00$600.00-$600.001.50%$0.00$0.00
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VTV5%$0.007-5%$84.97$0.00$600.00-$600.001.50%$0.00$0.00
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VIG10%$0.0015-10%$80.09$0.00$1,200.00-$1,200.000.75%$0.00$0.00
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VO10%$0.009-10%$129.61$0.00$1,200.00-$1,200.000.75%$0.00$0.00
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VOT5%$0.006-5%$108.27$0.00$600.00-$600.001.50%$0.00$0.00
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VB6%$0.006-6%$123.87$0.00$720.00-$720.001.25%$0.00$0.00
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VBR5%$0.005-5%$110.35$0.00$600.00-$600.001.50%$0.00$0.00
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IWC4%$0.006-4%$83.23$0.00$480.00-$480.001.88%$0.00$0.00
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VEU10%$0.0024-10%$49.89$0.00$1,200.00-$1,200.000.75%$0.00$0.00
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VWO5%$0.0015-5%$41.25$0.00$600.00-$600.001.50%$0.00$0.00
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VSS5%$0.006-5%$104.03$0.00$600.00-$600.001.50%$0.00$0.00
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DBC5%$0.0034-5%$17.70$0.00$600.00-$600.001.50%$0.00$0.00
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VNQ5%$0.008-5%$75.90$0.00$600.00-$600.001.50%$0.00$0.00
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Fill the Yellow cells First.
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Start by entering the symbols, percentages and any shares currently owned.
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Next enter your cash position. If you are adding a new contribution, enter the amount.
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Next set your maximum expense per transaction and your broker fee per transaction.
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Now enter the share count you will buy or sell in the Buy/Sell column. Use negative numbers for a sale.
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The amount in the blue box represents the total of the investable cash remaining and must be positive. (Blue, not Red)
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