IRA & Brokerage Holdings
15% S&P 500 (SPY)
10% Technology (XLK)
10% Banking (KRE)
5% Nasdaq 100 (QQQ)
5% Large Cap Growth (IWF)
5% Environment Services (FSLEX)
50% Money Market Fund (4.3% yield)
(IRA / brokerage portfolios under $50K have larger % variations of the above holdings, as well as fewer select holdings)
ORP / 4O3(b) Portfolios
15% S&P 500
10% Asset Manager - Growth
10% Environmental Services
10% Semiconductors
55% Money Market fund
* Investment holdings can change at any time and will be updated monthly - UPDATED JANUARY 1ST, 2025