| Asset class | Allocation | Value |
|---|---|---|
| Growth | 78.4% | $2,575K |
| U.S. equities | 55.4% | $1,820K |
| Developed mkts | 15.6% | $514K |
| EM mkts | 5.8% | $191K |
| Liquid RE | 1.5% | $50K |
| Ballast | 21.6% | $710K |
| Bonds | 18.4% | $605K |
| Cash | 3.2% | $105K |
| Total | 100% | $3.29M |
| Account type | Allocation | Value |
|---|---|---|
| Taxable | 45.7% | $1,500K |
| Joint brokerage | 45.7% | $1,500K |
| Tax-deferred | 48.7% | $1,600K |
| Solo 401(k) | 27.4% | $900K |
| Rollover IRA | 21.3% | $700K |
| Tax-free | 5.6% | $185K |
| Roth IRAs | 5.6% | $185K |
| Total | 100% | $3.29M |