Allocation

Allocation vs Target

Sleeve	Buy	Current	Now	Target	Drift	+/−	Status
Total invested		—	100.0%	100.0%

Terracotta-washed cells are yours to edit

Deploy Cash → Buys

Cash to deploy $

Sleeve	ETF	Price	Buy $	~Shares

Update Log

Savings & Yield

By Horizon

Money Market

Ticker	Account	Horizon	Amount	7-Day Yield	Income/yr
Subtotal			—	—	—

Target-Date

Ticker	Account	Horizon	Value	Basis	Gain / Loss
Subtotal			—	—	—

Kids

Assumed growth / yr %

Child	Account	Current	Yearly +	Born	By HS grad
Total		—			—

How to Update

In Empower, open Investing → Portfolio → Allocation.
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.
Read the seven asset-class dollar amounts and type each into the Current $ cells at the top.
If you traded, update the ETF prices in Deploy Cash.
Set the Updated date at the top right. Changes save to the cloud automatically — no button to press.

Projection

—

Projected value in 20 years

Starting — invested now—

Contributions added—

Growth—

Blended return / yr—

Years — 20

1 yr40 yrs

Added each year $

Assumed annual returns — editable

Sleeve	Exp. return

Blended from your current allocation. Figures are rough long-run averages (~last 30 yrs), nominal, before taxes and fees — an estimate, not a guarantee.

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By Horizon

Money Market

Target-Date

Assumed annual returns — editable