ETF-variant 2023 Asset Allocation
The Vanguard mutual funds in my Vanguard 100 asset allocation may not be available for non-US investors. Here is an equivalent asset allocation consisted of exchange-traded funds (ETF’s).
| Style | Allocation | Symbol |
|---|---|---|
| Large Cap Value | 12% | VTV |
| Large Cap Blend | 12% | VOO |
| Small Cap Value | 20% | VBR |
| Small Cap Blend | 20% | VB |
| Real Estate | 5% | VNQ |
| Int’l Value | 6% | EFV1 |
| Emerging Markets | 13% | VWO |
| Int’l Small Cap | 12% | VSS |
| Total | 100% |
This post is part of an ongoing series on my investing career, which consists of three stages: design, grow and withdraw.
I am not a financial advisor. Do not take my words as financial advice, ever. Please do your own research and/or consult a professional before making any financial decisions.
-
Vanguard does not have an ETF for international value style. I am substituting with iShares’ EFV. ↩︎