Current IRA & Brokerage Accounts

 
IRA & Brokerage accounts (large portfolios)

10% US Russell 1000 Large Cap Growth (IWF)

8% US Preferred Stock ( PFF)

8% Utilities (XLU)

8% Real Estate (VNQ)

8% Semiconductors (SOXX)

8% US Consumer Discretionary (XLY)

5% US Dividend Appreciation (VIG)

5% Matthews Asia ESG fund (MASGX)

40% Money Market (cash)

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

25% US Large Cap Growth (IWF)

20% Green Century Balanced (GCBLX)

20% Pimco Enhanced Money Market (MINT)

10% Asia ESG (MASGX)

25% Money Market fund (cash)

Fidelity IRA & Brokerage accounts (under $50K)

60% US Large Cap Growth (IWF)

40% Green Century Balanced (GCBLX)

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

100% Money Market (cash)
      

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