Arrowhead-Asset-Management

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

 
IRA & Brokerage accounts (large portfolios)

10% US Russell 1000 Large Cap Growth (IWF)

8% US S&P 500 Growth ( IVW)

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)

33% 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

Financial Links

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