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P.O. Box 2049
Wimberley, TX 78676
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Current IRA & Brokerage Account Holdings

 IRA & Brokerage - large portfolios (numerous holdings)

10% US Large Cap Growth (IWF) 

10% Nasdaq 100 (QQQ) 

8%   Industrials (XLI)

8%   Preferred Stock (PFF)

5%   Health Care (XLV) 

5%   Semiconductors (SMH)

5%   Small Cap 600 index (IJR) 

49% Money Market (cash)

 

Fidelity IRA & Brokerage (4 holdings)     

20% US Large Cap Growth (IWF)

20% Industrials (XLI)

20% Biotechnology (XBI)

40% Money Market fund (cash)

 

Fidelity IRA & Brokerage (2 holdings)

50% US Large Cap Growth (IWF)

40% Money Market cash


As a proud American, I truly love the freedoms we once had.” – George Carlin

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