Bill Schulthei's classic “lazy but sliced” 60/40 portfolio that adds value, small-cap, international, and REIT sleeves without becoming unmanageably complex.
| Description | Date |
|---|---|
| Last Rebalance | 12/31/2025 |
| Next Rebalance | 12/31/2026 |
| Ticker | Weight (%) | Allocation ($) |
|---|
SPYSIM | 10.31% | $1,031 |
VTVSIM | 10.36% | $1,036 |
VBRSIM | 10.31% | $1,031 |
VBSIM | 10.49% | $1,049 |
VEASIM | 10.69% | $1,069 |
IEFSIM | 37.51% | $3,751 |
REITSIM | 10.34% | $1,034 |
| Total | 100.00% | $10,000 |