Based on a portfolio comprised entirely of only your investments in the two required ETFs, calculate the weight of each, the return of each, and the weighted return for the imagined portfolio. What would your return have been if you had invested 60% in the equity ETF and 40% in the bond ETF? How do these calculated returns compare with the return you actually earned?

Account Value (USD) $100,743.62 Buying Power $49,104.70 Cash $49,104.70 Annual Return 5.92 %

CURRENT TOTAL PURCHASE TODAY'S CHANGE TOTAL GAIN/LOSS SYMBOL DESCRIPTION QTY PRICE PRICE VALUE $488.00 (16.14%) Sell AAPL APPLE INC. 25 $120.93 $140.45 $3,511.25 $0.25 (-0.01%) $112.80(2.58 40 $109.37 112.19 $4,487.60 $6.80 (0.15 t Sell MA MASTERCARD INCORPORATED CLASS A 15 $833.00 850.75 $12,761.25 $33.30(-0.26%) $266.25 (2.13 Sell AMZN AMAZON.COM, INC. 12 $113.15 $107.86 $1,294.32. $1,294.32(0.00 $63.48 (-4.68%) Sell CVX CHEVRON CORPORATION $132.00(-5.75%) Sell THO THOR INDUSTRIES, INC. 22 $104.30 $98.30 $2,162.600 $7.92 (-0.36%) t $1.25 (-0.09 Sell WR WESTAR ENERGY INC $54.65 $54.60 $1,365.00 $4.00(-0.29%) $111.60 $1,673.93 $1,673.93 (0.00 26.03(1.58 15 $109.86 Sell DIS WALT DISNEY COMPANY $41.70 (-0.39 Sell AGG SHARES CORE U.S. AGGREGATE BOND ETF 100 $108.12 $107.70 $10,770.30 $7.70(-0.07 sell VANGUARD INFORMATION TECHNOLOGY VGT INDEX FUND 00 $133.71 $16,477.88 46.94 $839.64 (1.65%) Total $51,582.25 t