David Swensen’s retail-friendly version of endowment diversification adds international stocks, emerging markets, REITs, Treasuries, and TIPS to a U.S. equity core. It is one of the strongest academically respectable “more than three funds, less than tactical” portfolios.
| Description | Date |
|---|---|
| Last Rebalance | 12/31/2025 |
| Next Rebalance | 12/31/2026 |
| Ticker | Weight (%) | Allocation ($) |
|---|
| VEIEX | 5.19% | $519 |
| VFITX | 14.27% | $1,427 |
| VGSIX | 20.52% | $2,052 |
| VGTSX | 15.61% | $1,561 |
| VIPSX | 14.44% | $1,444 |
| VTSMX | 29.97% | $2,997 |
| Total | 100.00% | $10,000 |