Arrowhead-Asset-Management

P.O. Box 2049
Wimberley, TX 78676
Contact Us

Current IRA & Brokerage Accounts

 

Fidelity IRA & Brokerage accounts (largest portfolios)

8% US S&P 500 Growth ( IVW)

5% Matthews Asia ESG fund (MASGX)

5% Russell 1000 Large Cap Growth (IWF)

5% US Preferred Stock ( PFF)

5% US Consumer Discretionary ( XLY)

5% US Dividend Appreciation (VIG)

70% Money Market cash


Fidelity IRA & Brokerage accounts (4-5 holdings - 20-25% each)

25% US Large Cap Growth ( IWF)

10% Asia ESG (MASGX)

20% Green Century Balanced ( GCBLX)

45% Cash Money Market fund


Fidelity IRA & Brokerage accounts (under $50K)

50% US Large Cap Growth ( IWF)

50% Green Century Balanced ( GCBLX)

Fidelity Taxable Bond & Income (After-tax brokerage accounts)

100% Cash Money Market

 

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

Financial Links

Fidelity

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