Current Investment Portfolio Allocation

Here's our current portfolio allocation per Morningstar X-Ray. This is just an analysis of our investment portfolio (not including cash holdings). Our portfolio is still dominated by the domestic large caps, but the recent run-up of the foreign markets has boosted our allocation there. Also note the meager 5% bond holding - I feel that we can do better with current short term certificate rates than short term bond yields for now.

We're also sticking with passively managed mutual funds from Vanguard. Nothing like a one-stop-shop for easy portfolio consolidation.

Current overall annual expense ratio = 0.27%