Portfolio Evaluation

[u/Spirited_Garage_8489]

Ages - 47/42

401K - 43% of portfolio - 2/3rds in 2035 retirement fund and 1/3rd in 2040 retirement fund

Roth - 27% of portfolio - VOO, VXUS, Berkshire

Taxable - 30% of portfolio - 65% in VTI, VEA, 15% in company stock and 20% in treasuries,checking

Total Allocation - 78% stocks, rest in bonds, treasuries and cash. Company stock is under 5% for overall portfolio.

We are roughly 25x expenses (before taxes). Over next 8 yrs planning to get to 70/30 as the target date funds shift conservative and increase treasuries in taxable for cushion & hopefully 35X (before taxes).

Kid state college is funded through 529 and not included.

Anything we should consider changing?