Arrowhead-Asset-Management

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

Current IRA & Brokerage Account Holdings

 IRA & Brokerage - large portfolios (numerous holdings)

11% US Russell 1000 Large Cap Growth (IWF)

11% US Nasdaq 100 (QQQ) 

10% Health Care (XLV) 

10% Semiconductors (SMH) 

58% Money Market (cash)

 

Fidelity IRA & Brokerage (4 holdings)     

25% US Large Cap Growth (IWF)

25% Health Care (XLV)

50% Money Market fund (cash)


Fidelity IRA & Brokerage (2 holdings)

60% US Large Cap Growth (IWF)

40% Money Market cash


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

Financial Links

Fidelity

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