$1,273,778
$0
$567,510
80.4% of cost basis
19.3 pp
VTI over target
0.76x
$964,280
Current
Target
Stocks
75.7% / 72.5%
Bonds
24.3% / 27.5%
| Account | Type | Value | Account cash | Gain | Share |
|---|---|---|---|---|---|
| Joint taxable brokerage | Taxable | $254,004 | Not available | $53,797 | 20% |
| Traditional IRA (Jordan) | Tax-deferred | $450,047 | Not available | $229,867 | 35% |
| 401(k) (Riley) | Tax-deferred | $449,869 | Not available | $209,333 | 35% |
| Roth IRA (Riley) | Tax-free | $119,858 | Not available | $74,514 | 9% |
| Accounts | ||||||
|---|---|---|---|---|---|---|
| VTI | Stocks | $819,654 | 64.3% | 45.0% | +19.3 pp | |
| AGG | Bonds | $170,108 | 13.4% | 15.0% | -1.6 pp | |
| BND | Bonds | $118,990 | 9.3% | 10.0% | -0.7 pp | |
| VXUS | Stocks | $104,708 | 8.2% | 20.0% | -11.8 pp | |
| VUG | Stocks | $39,917 | 3.1% | 7.5% | -4.4 pp | |
| MUB | Bonds | $20,401 | 1.6% | 2.5% | -0.9 pp |