A familiar 60/40 (stock/bond) portfolio scaled to roughly 90% equity plus 60% intermediate Treasury exposure, rebalanced quarterly
| Description | Date |
|---|---|
| Last Rebalance | 3/31/2026 |
| Next Rebalance | 6/30/2026 |
| Ticker | Weight (%) | Allocation ($) |
|---|
| VFINXL=1.5 | 63.72% | $6,372 |
| VFITXL=1.5 | 36.28% | $3,628 |
| Total | 100.00% | $10,000 |