Total Equity 82.91% Fixed Income 19.09%
This is a brokerage and possibly not all items will transfer. What is the best way to handle this? We want to stay 80/20 do I slowly sell stocks and buy more ETF's and pick index funds to replace the proprietary funds that don't transfer? Is the goal to have 3-5 funds in each account (IRA, ROTH) or balance overall taxable or not? Thank you
**Equity**
* US large cap 56.48%
* Developed International large cap 9.97%
* US mid cap 11.49%
* US small cap 4.64%
* Developed International small & mid cap 0.12%
* Emerging markets 0.18%
**Fixed Income**
* US High yield bonds 11.79%
* cash money market 5.31%
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