Arrowhead-Asset-Management

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

 IRA & Brokerage - large portfolios (numerous holdings)

10% US Russell 1000 Large Cap Growth (IWF)

10% Semiconductors (SOXX)

10% US Consumer Discretionary (XLY)

8% Nasdaq 100 (QQQ) 

8% Utilities (XLU)

5% Internet (FDN) 

5% US Oil "price of oil" (USO) 

5% US Dividend Appreciation (VIG)

5% Mobile Payments Technology (iPay)

5% Medical Devices (IHI)

5% Matthews Asia ESG fund (MASGX)

20%% Money Market (cash)


Fidelity IRA & Brokerage (4-5 holdings) 
 
 
 
 
 

20% US Large Cap Growth (IWF)

20% Green Century Balanced (GCBLX)

20% Gold Stocks Jr. (GDXJ)

20% Transportation (IWT) - new on 1-9-2020

20% Money Market fund (cash)


Fidelity IRA & Brokerage (2 holdings)

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

Financial Links

Fidelity

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