Shubin Law Group - Web Book - Flipbook - Page 30
SHUBIN LAW GROUP 401(k) PLAN
MODEL INVESTMENT PORTFOLIOS
as of May 31, 2024
Ultra Conservative
Fidelity U.S. Bond Index
Vanguard Short-Term Treasury
Conservative Growth
75%
25%
Fidelity International Index
Fidelity U.S. Bond Index
Schwab Total Stock Market In
Vanguard Emerging Mkts Sto
Vanguard Short-Term Treasu
Vanguard Small Cap Value Inde
100
50
25
25
Balanced Growth
10%
47%
17%
3%
15%
8%
Fidelity International Index
Fidelity U.S. Bond Index
Schwab Total Stock Market Index
Vanguard Emerging Mkts Stock Id
Vanguard Short-Term Treasury Id
Vanguard Small Cap Value Index
25
25
25
25
Moderate Growth
16%
29%
28%
4%
10%
13%
Fidelity International Index
Fidelity U.S. Bond Index
Schwab Total Stock Market In
Vanguard Emerging Mkts Stoc
Vanguard Short-Term Treasur
Vanguard Small Cap Value Ind
20
20
20
20
20
Max Growth
19%
21%
32%
6%
7%
15%
Fidelity International Index
Schwab Total Stock Market In
Vanguard Emerging Mkts Sto
Vanguard Small Cap Value In
26%
46%
8%
20%
20
20
20
20
20
Sample employee model portfolios are intended to illustrate various asset allocations available. These models and allocations are as of the date shown. Each model is rebalanced quarterly and funds may be replaced if
they fail to meet the criteria outlined in the plan’s investment policy statement . Investment allocations to the various asset classes will change over time. There are no sales charges or transaction charges for any of the
funds in your plan.
