A compact, barbell style portfolio aiming to capture the size/value premium by allocating only to higher expected-return assets and intermediate bonds.
| Description | Date |
|---|---|
| Last Rebalance | 12/31/2025 |
| Next Rebalance | 12/31/2026 |
| Ticker | Weight (%) | Allocation ($) |
|---|
VBRSIM | 15.95% | $1,595 |
VSSSIM | 8.75% | $875 |
VWOSIM | 7.60% | $760 |
IEFSIM | 67.70% | $6,770 |
| Total | 100.00% | $10,000 |