Household Asset Distribution Breakdown
| Asset Class |  John Doe |
 Jane Doe |
Total | Portfolio % | |
|---|---|---|---|---|---|
Fixed Income |
|||||
| Corporate Bonds | $87,371 | $15,418 | $102,789 | 11.42% | |
| Municipals | $ 48,539 | $ 8,566 | $ 57,105 | 6.35% | |
| International Fixed | $34,263 | $11,421 | $45,684 | 5.08% | |
| High Yield Bonds | $19,146 | $3,426 | $22,842 | 2.54% | |
| Total Fixed Income | $189,589 | $38,831 | $228,420 | 25.38% | |
US Equity |
|||||
| Large Cap Growth | $112,965 | $28,241 | $141,206 | 15.69% | |
| Large Cap Value | $45,892 | $11,473 | $57,365 | 6.37% | |
| Mid Cap Value | $82,738 | $27,579 | $110,318 | 12.26% | |
| Small Cap Value | $57,365 | $30,889 | $88,254 | 9.81% | |
| Small Cap Growth | $28,683 | $15,444 | $44,127 | 4.90% | |
| Total US Equity | $327,643 | $113,627 | $441,270 | 49.03% | |
Non-US Equity |
|||||
| International Growth | $55,100 | $18,367 | $73,467 | 8.16% | |
| International Value | $51,427 | $5,714 | $57,141 | 6.35% | |
| Emerging Markets | $29,387 | $3,265 | $32,652 | 3.63% | |
| Total Non-US Equity | $135,914 | $27,346 | $163,260 | 18.14% | |
Others |
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| Private Equity | $21,040 | $9,133 | $30,173 | 3.35% | |
| Hedge Funds | $16,427 | $7,040 | $23,468 | 2.61% | |
| Managed Futures | $9,387 | $4,023 | $13,410 | 1.49% | |
| Total Others | $46,854 | $20,196 | $67,050 | 7.45% | |
| TOTAL PORTFOLIO | $700,000 | $200,000 | $900,000 | 100.0% | |