Asset Allocation and Rebalancing
Equity
Alloc
Actual
Desired
%Diff
Sell
Buy
Price
Shares
Total US Market
Vanguard Total Stock Market (VTI)
Developed European
Vanguard European (VGK)
Developed Asian
Vanguard Pacific (VPL)
Emerging Markets
Vanguard Emerging Markets (VWO)
Specialized
REIT
Vanguard REIT (VNQ)
Commodities
iPath Commodity ETN (DJP)
Debt
Intermediate Treasury
iShares 3-7 Year Treasury Bond (IEI)
TIPS
iShares TIPS (TIP)
Cash
Cash Account Choices
1.00
Step 1.
Enter the
Alloc
ation %
Step 2.
Enter the
Actual
position amounts
Step 3.
Enter the
Price
for each security
$8 commission assumed
4% of portfolio
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