Allocation

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Portfolio · Rebalancing Desk

Allocation

Invested capital only — 529, HSA & savings set aside.

Updated
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Invested across 5 accounts
In band
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Top underweight
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Deployable now
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Allocation vs Target
SleeveBuy CurrentNowTargetDrift+/−Status
Total invested —100.0%100.0%

Terracotta-washed cells are yours to edit

Deploy Cash → Buys
$
SleeveETFPriceBuy $~Shares

Update Log
Savings & Yield

Money Market

TickerAccountHorizonAmount7-Day YieldIncome/yr
Subtotal———

Target-Date

TickerAccountHorizonValueBasisGain / Loss
Subtotal———
How to Update
  1. In Empower, open Investing → Portfolio → Allocation.
  2. Click the Accounts filter and check only your five investing accounts — Cody 401k …8663, Nicole 401k …b492, Stock Taxable …3391, Cody Roth …970, Nicole Roth …795. Leave College 529, HSA, Short-Term Savings …826 and Childcare …200 unchecked.
  3. Read the seven asset-class dollar amounts and type each into the Current $ cells at the top.
  4. If you traded, update the ETF prices in Deploy Cash.
  5. Set the Updated date at the top right. Changes save to the cloud automatically — no button to press.

Empower ▸ Portfolio ▸ Allocation · 5 investing accounts · targets 72 / 15 / 6 / 3 / 1.5 / 1.5 / 1