July 2024 Holdings

IRA & Brokerage Holdings

10% S&P 500 (SPY)
10% Technology (XLK)
  5% Software (IGW)
  5% Biotechnology (XBI)
  5% Semiconductors (SMH)
  5% Communication Services (XLC)
60% Money Market fund 
 
ORP / 4O3(b) Portfolios 
 
15% S&P 500 
15% Semiconductors 
10% Aggressive Int'l
10% L/T US Treasuries
50% Money Market fund
 
* Investment holdings can change at any time and will be updated monthly