Grace & Parker’s, (Prime & Roth) and my Roth portfolios exact asset allocations are displayed here. The allocations exclude cash in the accounts to be accurate. The allocation listed by your broker will generate your allocations with cash and money markets included, which is not accurate for portfolio architecture.
**The suffix “r” = ROTH and “p” = Prime on the models below.
1 Year
6 Months
3 Months
Year to Date