Rebalance Template
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Asset ClassOverall AAValueActual %Target %Difference
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US Total Stock50%$125,00033%35%$6,250
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Developed Foreign Stocks20%$50,00013%14%$2,500
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Emerging Markets Stocks20%$50,00013%14%$2,500
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REIT10%$30,0008%7%-$3,750
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Short-Term Treasuries50%$60,00016%15%-$3,750
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TIPS Inflation Bonds50%$60,00016%15%-$3,750
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Total$375,000100%100%
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Stock %70%
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Bond %30%
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Sample Portfolio