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Allocation Targets |
Property of Independent Investing LLC. |
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Current Holdings |
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Strategies $ amount current targets |
Strategies |
Strategies $ amount value |
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U.S. Stocks % |
Left over cash after it's been reallocated: |
U.S. Stocks % |
U.S. Stocks % |
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Fixed Income (Bonds) % |
Fixed Income (Bonds) % |
Fixed Income (Bonds) % |
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International Stocks % |
International Stocks % |
International Stocks % |
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Crypto % |
Crypto % |
Crypto % |
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Cash % |
Cash % |
` |
Cash % |
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Totals: |
Totals: |
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U.S. Stocks |
Current Price |
Symbol |
Allocation of Total % |
$ allocation into each ticker |
Shares to buy (fractional shares) |
Full shares |
$ left over from buying full shares |
Additional shares to buy with leftover $ |
$ left over after additional shares added |
$ left over added up and reallocated into key funds |
$ left over after.. <-- |
$ left over after.. <-- |
$ allocation into each ticker after adjustments |
Number of full shares to buy |
U.S. Stocks |
Target %'s |
Actual Holdings %'s |
% Drift from Target |
$ Target in each Stock |
Actual $ in each Stock |
$ Drift from Target |
Symbol |
Current Shares Owned |
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Large cap total allocation |
Large Cap: |
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US - Large Cap Blend |
Blend Stocks: |
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US - Large Cap Growth |
Growth Stocks: |
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US - Large Cap Value |
Value Stocks: |
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Mid cap total allocation |
Mid Cap: |
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US - Mid Cap Blend |
Blend Stocks: |
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US - Mid Cap Growth |
Growth Stocks: |
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US - Mid Cap Value |
Value Stocks: |
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Small cap total allocation |
Small Cap: |
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US - Small Cap Blend |
Blend Stocks: |
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US - Small Cap Growth |
Growth Stocks: |
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US - Small Cap Value |
Value Stocks: |
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Fixed Income (Bonds) |
Current Price |
Symbol |
Allocation of Total % |
$ allocation into each ticker |
Shares to buy (fractional shares) |
Full shares |
$ left over from buying full shares |
Additional shares to buy with leftover $ |
$ left over after additional shares added |
$ amount left over in Categoy |
$ amount left over in Categoy |
$ allocation into each ticker after adjustments |
Number of full shares to buy |
Fixed Income (Bonds) |
Target %'s |
Actual Holdings %'s |
% Drift from Target |
$ Target in each Stock |
$ Drift from Target |
Symbol |
Current Shares Owned |
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US - Long Term Bonds |
Long Term Bonds: |
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US - Mid Term Bonds |
Mid Term Bonds: |
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US - Short Term Bonds |
Short Term Bonds: |
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US - High Yield Bonds |
High Yield Bonds: |
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US - Multi Sector Bonds/Corporate Bonds |
Multi Sector Bonds/Corporate Bonds: |
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US - Convertible Bonds |
Convertible Bonds: |
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International Stocks |
Current Price |
Symbol |
Allocation of Total % |
$ allocation into each ticker |
Shares to buy (fractional shares) |
Full shares |
$ left over from buying full shares |
Additional shares to buy with leftover $ |
$ left over after additional shares added |
$ amount left over in Categoy |
$ amount left over in Categoy |
$ allocation into each ticker after adjustments |
Number of full shares to buy |
International Stocks |
Target %'s |
Actual Holdings %'s |
% Drift from Target |
$ Target in each Stock |
$ Drift from Target |
Symbol |
Current Shares Owned |
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International - Large Cap Blend |
International - Large Cap Blend: |
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International - Large Cap Growth |
International - Large Cap Growth: |
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International - Large Cap Value |
International - Large Cap Value: |
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International - Mid and Small Cap Blend |
International - Mid and Small Cap Blend: |
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International - Emerging Markets |
International - Emerging Markets: |
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Crypto |
Current Price |
Symbol |
Allocation of Total % |
$ allocation into each ticker |
Shares to buy (fractional shares) |
Full shares |
$ left over from buying full shares |
Additional shares to buy with leftover $ |
$ left over after additional shares added |
$ amount left over in Categoy |
$ amount left over in Categoy |
$ allocation into each ticker after adjustments |
Number of full shares to buy |
Crypto |
Target %'s |
Actual Holdings %'s |
% Drift from Target |
$ Target in each Stock |
$ Drift from Target |
Symbol |
Current Shares Owned |
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Crypto total allocation |
Crypto - Bitcoin Stocks: |
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Cash/Money Market Funds |
Current Price |
Symbol |
Allocation of Total % |
$ allocation into each ticker |
Shares to buy (fractional shares) |
Full shares |
$ left over from buying full shares |
Additional shares to buy with leftover $ |
$ amount left over in Categoy |
$ amount left over in Categoy |
Number of full shares to buy |
Cash/Money Market Funds |
Target %'s |
Actual Holdings %'s |
% Drift from Target |
$ Target |
$ Drift from Target |
Symbol |
Current Cash |
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Cash total allocation |
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Cash |
Cash: |
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Allocation Targets |
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Starting Current Holdings Value: |
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Investment Amount: |
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Cash Left Over (Not included in Cash % Strategy) After Buys Due to Whole Shares: |
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Current Holdings |
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Strategies $ amount current targets |
Strategies |
Strategies $ amount value |
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U.S. Stocks % |
Left over cash after it's been reallocated: |
U.S. Stocks % |
U.S. Stocks % |
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Fixed Income (Bonds) % |
Fixed Income (Bonds) % |
Fixed Income (Bonds) % |
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International Stocks % |
International Stocks % |
International Stocks % |
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Crypto % |
Crypto % |
Crypto % |
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Cash % |
Cash % |
Cash % |
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Totals: |
Totals: |
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|
U.S. Stocks |
Current Price |
Allocation of Total % |
$ allocation into each ticker |
Shares to buy (fractional shares) |
Full shares |
$ left over from buying full shares |
Additional shares to buy with leftover $ |
$ left over after additional shares added |
$ left over added up and reallocated into key funds |
$ left over after.. <-- |
$ left over after.. <-- |
$ allocation into each ticker after adjustments |
Number of full shares to buy |
U.S. Stocks |
Actual Holdings |
Actual $ in each Stock |
Current Shares Owned |
Shares to Buy/Sell to Reach Target (0.00 = no action) |
Full Shares to Buy Reach Target |
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|
Large cap total allocation |
Large Cap: |
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|
US - Large Cap Blend |
Blend Stocks: |
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US - Large Cap Growth |
Growth Stocks: |
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US - Large Cap Value |
Value Stocks: |
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Mid cap total allocation |
Mid Cap: |
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US - Mid Cap Blend |
Blend Stocks: |
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|
US - Mid Cap Growth |
Growth Stocks: |
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|
US - Mid Cap Value |
Value Stocks: |
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|
Small cap total allocation |
Small Cap: |
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|
US - Small Cap Blend |
Blend Stocks: |
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|
US - Small Cap Growth |
Growth Stocks: |
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|
US - Small Cap Value |
Value Stocks: |
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|
Fixed Income (Bonds) |
Current Price |
Symbol |
Allocation of Total % |
$ allocation into each ticker |
Shares to buy (fractional shares) |
Full shares |
$ left over from buying full shares |
Additional shares to buy with leftover $ |
$ left over after additional shares added |
$ amount left over in Categoy |
$ amount left over in Categoy |
$ allocation into each ticker after adjustments |
Number of full shares to buy |
Fixed Income (Bonds) |
Actual Holdings |
Actual $ in each Stock |
Symbol |
Current Shares Owned |
Shares to Buy/Sell to Reach Target (0.00 = no action) |
Full Shares to Buy to Reach Target |
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US - Long Term Bonds |
Long Term Bonds: |
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US - Mid Term Bonds |
Mid Term Bonds: |
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US - Short Term Bonds |
Short Term Bonds: |
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US - High Yield Bonds |
High Yield Bonds: |
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US - Multi Sector Bonds/Corporate Bonds |
Multi Sector Bonds/Corporate Bonds: |
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US - Convertible Bonds |
Convertible Bonds: |
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|
International Stocks |
Current Price |
Symbol |
Allocation of Total % |
$ allocation into each ticker |
Shares to buy (fractional shares) |
Full shares |
$ left over from buying full shares |
Additional shares to buy with leftover $ |
$ left over after additional shares added |
$ amount left over in Categoy |
$ amount left over in Categoy |
$ allocation into each ticker after adjustments |
Number of full shares to buy |
International Stocks |
Actual Holdings |
Actual $ in each Stock |
Symbol |
Current Shares Owned |
Shares to Buy/Sell to Reach Target (0.00 = no action) |
Full Shares to Buy to Reach Target |
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|
International - Large Cap Blend |
International - Large Cap Blend: |
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International - Large Cap Growth |
International - Large Cap Growth: |
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International - Large Cap Value |
International - Large Cap Value: |
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International - Mid and Small Cap Blend |
International - Mid and Small Cap Blend: |
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International - Emerging Markets |
International - Emerging Markets: |
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|
Crypto |
Current Price |
Symbol |
Allocation of Total % |
$ allocation into each ticker |
Shares to buy (fractional shares) |
Full shares |
$ left over from buying full shares |
Additional shares to buy with leftover $ |
$ left over after additional shares added |
$ amount left over in Categoy |
$ amount left over in Categoy |
$ allocation into each ticker after adjustments |
Number of full shares to buy |
Crypto |
Actual Holdings |
Actual $ in each Stock |
Symbol |
Current Shares Owned |
Shares to Buy/Sell to Reach Target (0.00 = no action) |
Full Shares to Buy to Reach Target |
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|
Crypto total allocation |
Crypto - Bitcoin Stocks: |
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|
Cash/Money Market Funds |
Current Price |
Symbol |
Allocation of Total % |
$ allocation into each ticker |
Shares to buy (fractional shares) |
Full shares |
$ left over from buying full shares |
Additional shares to buy with leftover $ |
$ left over after additional shares added |
$ amount left over in Categoy |
$ amount left over in Categoy |
$ allocation into each ticker after adjustments |
Number of full shares to buy |
Cash/Money Market Funds |
Actual Holdings |
Actual $ in each Stock |
Symbol |
Current Shares Owned |
Shares to Buy/Sell to Reach Target (0.00 = no action) |
Change to Cash |
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Cash total allocation |
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Cash |
Cash: |
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Allocation Targets |
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Starting Current Holdings Value: |
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Wanted Cash amount: |
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Extra Cash (Not included in Cash % Strategy) After Sells Due to Whole Shares: |
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Current Holdings |
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Strategies $ amount current targets |
Strategies |
Strategies $ amount value |
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U.S. Stocks % |
Left over cash after it's been reallocated: |
U.S. Stocks % |
U.S. Stocks % |
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Fixed Income (Bonds) % |
Fixed Income (Bonds) % |
Fixed Income (Bonds) % |
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International Stocks % |
International Stocks % |
International Stocks % |
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Crypto % |
Crypto % |
Crypto % |
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Cash % |
Cash % |
Cash % |
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Totals: |
Totals: |
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|
U.S. Stocks |
Current Price |
Symbol |
Allocation of Total % |
$ allocation into each ticker |
Shares to buy (fractional shares) |
Full shares |
$ left over from buying full shares |
Additional shares to buy with leftover $ |
$ left over after additional shares added |
$ left over added up and reallocated into key funds |
$ left over after.. <-- |
$ left over after.. <-- |
$ allocation into each ticker after adjustments |
Number of full shares to sell |
U.S. Stocks |
Actual Holdings |
Actual $ in each Stock |
Symbol |
Current Shares Owned |
Shares to Buy/Sell to Reach Target (0.00 = no action) |
Full Shares to Sell to Reach Target |
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|
Large cap total allocation |
Large Cap: |
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US - Large Cap Blend |
Blend Stocks: |
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US - Large Cap Growth |
Growth Stocks: |
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US - Large Cap Value |
Value Stocks: |
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Mid cap total allocation |
Mid Cap: |
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|
US - Mid Cap Blend |
Blend Stocks: |
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US - Mid Cap Growth |
Growth Stocks: |
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|
US - Mid Cap Value |
Value Stocks: |
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Small cap total allocation |
Small Cap: |
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|
US - Small Cap Blend |
Blend Stocks: |
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|
US - Small Cap Growth |
Growth Stocks: |
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|
US - Small Cap Value |
Value Stocks: |
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|
Fixed Income (Bonds) |
Current Price |
Symbol |
Allocation of Total % |
$ allocation into each ticker |
Shares to buy (fractional shares) |
Full shares |
$ left over from buying full shares |
Additional shares to buy with leftover $ |
$ left over after additional shares added |
$ amount left over in Categoy |
$ amount left over in Categoy |
$ allocation into each ticker after adjustments |
Number of full shares to sell |
Fixed Income (Bonds) |
Actual Holdings |
Actual $ in each Stock |
Symbol |
Current Shares Owned |
Shares to Buy/Sell to Reach Target (0.00 = no action) |
Full Shares to Sell to Reach Target |
||||||||||
|
US - Long Term Bonds |
Long Term Bonds: |
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US - Mid Term Bonds |
Mid Term Bonds: |
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|
US - Short Term Bonds |
Short Term Bonds: |
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|
US - High Yield Bonds |
High Yield Bonds: |
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|
US - Multi Sector Bonds/Corporate Bonds |
Multi Sector Bonds/Corporate Bonds: |
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|
US - Convertible Bonds |
Convertible Bonds: |
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|
International Stocks |
Current Price |
Symbol |
Allocation of Total % |
$ allocation into each ticker |
Shares to buy (fractional shares) |
Full shares |
$ left over from buying full shares |
Additional shares to buy with leftover $ |
$ left over after additional shares added |
$ amount left over in Categoy |
$ amount left over in Categoy |
$ allocation into each ticker after adjustments |
Number of full shares to sell |
International Stocks |
Actual Holdings |
Actual $ in each Stock |
Symbol |
Current Shares Owned |
Shares to Buy/Sell to Reach Target (0.00 = no action) |
Full Shares to Sell to Reach Target |
||||||||||
|
International - Large Cap Blend |
International - Large Cap Blend: |
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International - Large Cap Growth |
International - Large Cap Growth: |
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International - Large Cap Value |
International - Large Cap Value: |
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International - Mid and Small Cap Blend |
International - Mid and Small Cap Blend: |
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|
International - Emerging Markets |
International - Emerging Markets: |
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|
Crypto |
Current Price |
Symbol |
Allocation of Total % |
$ allocation into each ticker |
Shares to buy (fractional shares) |
Full shares |
$ left over from buying full shares |
Additional shares to buy with leftover $ |
$ left over after additional shares added |
$ amount left over in Categoy |
$ amount left over in Categoy |
$ allocation into each ticker after adjustments |
Number of full shares to sell |
Crypto |
Actual Holdings |
Actual $ in each Stock |
Symbol |
Current Shares Owned |
Shares to Buy/Sell to Reach Target (0.00 = no action) |
Full Shares to Sell to Reach Target |
||||||||||
|
Crypto total allocation |
Crypto - Bitcoin Stocks: |
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|
Cash/Money Market Funds |
Current Price |
Symbol |
Allocation of Total % |
$ allocation into each ticker |
Shares to buy (fractional shares) |
Full shares |
$ left over from buying full shares |
Additional shares to buy with leftover $ |
$ left over after additional shares added |
$ amount left over in Categoy |
$ amount left over in Categoy |
$ allocation into each ticker after adjustments |
Number of full shares to sell |
Cash/Money Market Funds |
Actual Holdings |
Actual $ in each Stock |
Symbol |
Current Shares Owned |
Shares to Buy/Sell to Reach Target (0.00 = no action) |
Change to Cash |
||||||||||
|
Cash total allocation |
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|
Cash |
Cash: |
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Allocation Targets |
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Starting Current Holdings Value: |
Cash Left Over (Not included in Cash % Strategy) After Buys and Sells Due to Whole Shares: |
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Total $ Buy Amount: |
Cash Left Over (Not included in Cash % Strategy) After Buys Due to Whole Shares: |
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Total $ Sell Amount: |
Extra Cash (Not included in Cash % Strategy) After Sells Due to Whole Shares: |
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|
Current Holdings |
||||||||||||||||||||||||||||||
|
Strategies $ amount current targets |
Strategies |
Strategies $ amount value |
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|
U.S. Stocks % |
Left over cash after it's been reallocated: |
U.S. Stocks % |
U.S. Stocks % |
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Fixed Income (Bonds) % |
Fixed Income (Bonds) % |
Fixed Income (Bonds) % |
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International Stocks % |
International Stocks % |
International Stocks % |
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Crypto % |
Crypto % |
Crypto % |
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|
Cash % |
Cash % |
Cash % |
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|
Totals: |
Totals: |
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|
U.S. Stocks |
Current Price |
Symbol |
Allocation of Total % |
$ allocation into each ticker |
Shares to buy (fractional shares) |
Full shares |
$ left over from buying full shares |
Additional shares to buy with leftover $ |
$ left over after additional shares added |
$ left over added up and reallocated into key funds |
$ left over after.. <-- |
$ left over after.. <-- |
$ allocation into each ticker after adjustments |
Number of full shares to buy/sell |
U.S. Stocks |
Actual Holdings |
Actual $ in each Stock |
Symbol |
Current Shares Owned |
Shares to Buy/Sell to Reach Target (0.00 = no action) |
Full Shares to Buy/Sell to Reach Target |
|||||||||
|
Large cap total allocation |
Large Cap: |
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|
US - Large Cap Blend |
Blend Stocks: |
|||||||||||||||||||||||||||||
|
US - Large Cap Growth |
Growth Stocks: |
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|
US - Large Cap Value |
Value Stocks: |
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|
Mid cap total allocation |
Mid Cap: |
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|
US - Mid Cap Blend |
Blend Stocks: |
|||||||||||||||||||||||||||||
|
US - Mid Cap Growth |
Growth Stocks: |
|||||||||||||||||||||||||||||
|
US - Mid Cap Value |
Value Stocks: |
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Small cap total allocation |
Small Cap: |
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US - Small Cap Blend |
Blend Stocks: |
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US - Small Cap Growth |
Growth Stocks: |
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US - Small Cap Value |
Value Stocks: |
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Fixed Income (Bonds) |
Current Price |
Symbol |
Allocation of Total % |
$ allocation into each ticker |
Shares to buy (fractional shares) |
Full shares |
$ left over from buying full shares |
Additional shares to buy with leftover $ |
$ left over after additional shares added |
$ amount left over in Categoy |
$ amount left over in Categoy |
$ allocation into each ticker after adjustments |
Number of full shares to buy/sell |
Fixed Income (Bonds) |
Actual Holdings |
Actual $ in each Stock |
Symbol |
Current Shares Owned |
Shares to Buy/Sell to Reach Target (0.00 = no action) |
Full Shares to Buy/Sell to Reach Target |
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US - Long Term Bonds |
Long Term Bonds: |
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US - Mid Term Bonds |
Mid Term Bonds: |
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US - Short Term Bonds |
Short Term Bonds: |
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US - High Yield Bonds |
High Yield Bonds: |
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US - Multi Sector Bonds/Corporate Bonds |
Multi Sector Bonds/Corporate Bonds: |
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US - Convertible Bonds |
Convertible Bonds: |
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International Stocks |
Current Price |
Symbol |
Allocation of Total % |
$ allocation into each ticker |
Shares to buy (fractional shares) |
Full shares |
$ left over from buying full shares |
Additional shares to buy with leftover $ |
$ left over after additional shares added |
$ amount left over in Categoy |
$ amount left over in Categoy |
$ allocation into each ticker after adjustments |
Number of full shares to buy/sell |
International Stocks |
Actual Holdings |
Actual $ in each Stock |
Symbol |
Current Shares Owned |
Shares to Buy/Sell to Reach Target (0.00 = no action) |
Full Shares to Buy/Sell to Reach Target |
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International - Large Cap Blend |
International - Large Cap Blend: |
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International - Large Cap Growth |
International - Large Cap Growth: |
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International - Large Cap Value |
International - Large Cap Value: |
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International - Mid and Small Cap Blend |
International - Mid and Small Cap Blend: |
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International - Emerging Markets |
International - Emerging Markets: |
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Crypto |
Current Price |
Symbol |
Allocation of Total % |
$ allocation into each ticker |
Shares to buy (fractional shares) |
Full shares |
$ left over from buying full shares |
Additional shares to buy with leftover $ |
$ left over after additional shares added |
$ amount left over in Categoy |
$ amount left over in Categoy |
$ allocation into each ticker after adjustments |
Number of full shares to buy/sell |
Crypto |
Actual Holdings |
Actual $ in each Stock |
Symbol |
Current Shares Owned |
Shares to Buy/Sell to Reach Target (0.00 = no action) |
Full Shares to Buy/Sell to Reach Target |
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Crypto total allocation |
Crypto - Bitcoin Stocks: |
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Cash/Money Market Funds |
Current Price |
Symbol |
Allocation of Total % |
$ allocation into each ticker |
Shares to buy (fractional shares) |
Full shares |
$ left over from buying full shares |
Additional shares to buy with leftover $ |
$ left over after additional shares added |
$ amount left over in Categoy |
$ amount left over in Categoy |
$ allocation into each ticker after adjustments |
Number of full shares to buy/sell |
Cash/Money Market Funds |
Actual Holdings |
Actual $ in each Stock |
Symbol |
Current Shares Owned |
Shares to Buy/Sell to Reach Target (0.00 = no action) |
Change to Cash |
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Cash total allocation |
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Cash |
Cash: |
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