Rebalance Template
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Asset ClassOverall AAValueActual %Target %Difference
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US Total40%$109,00027%28%$2,580
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US Small Value5%$14,5004%4%-$553
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Total Int'l40%$110,00028%28%$1,580
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Emerging Markets5%$15,0004%4%-$1,053
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REIT10%$30,0008%7%-$2,105
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Short-Term Nominal50%$60,00015%15%-$225
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TIPS Inflation Bonds50%$60,00015%15%-$225
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Total$398,500100%100%
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Stock %70%
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Bond %30%
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Sample Portfolio