Allocation

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Invested across 5 accounts

In band

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Top underweight

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Deployable now

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Allocation vs Target

Sleeve	Buy	Current	Now	Target	Drift	+/−	Status
Total invested		—	100.0%	100.0%

Terracotta-washed cells are yours to edit

Rollup

under ◂ target ▸ over

Deploy Cash → Buys

Cash to deploy $

Sleeve	ETF	Price	Buy $	~Shares

Accounts

In allocation	Balance
Subtotal	—

Set aside	Balance
Subtotal	—

Savings & Yield

Ticker	Account	Horizon	Amount	7-Day Yield	Income/yr
Subtotal			—	—	—

Ticker	Account	Horizon	Value	Basis	Gain / Loss
Subtotal			—	—	—

How to Update

In Empower, open Investing → Portfolio → Allocation.
Click the Accounts filter and check only your five investing accounts — Cody 401k …8663, Nicole 401k …b492, Stock Taxable …3391, Cody Roth …970, Nicole Roth …795. Leave College 529, HSA, Short-Term Savings …826 and Childcare …200 unchecked.
Read the seven asset-class dollar amounts and type each into the Current $ cells at the top.
If you traded, update the ETF prices in Deploy Cash and any account balances that changed.
Set the Updated date at the top right. Changes save to the cloud automatically — no button to press.

Update Log

Empower ▸ Portfolio ▸ Allocation · 5 investing accounts · targets 72 / 15 / 6 / 3 / 1.5 / 1.5 / 1

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