IRA & Brokerage Holdings
5% Small Company stocks (IJR)
5% Emerging Market ex-fossil fuels (EEMX)
5% Gold Bullion Price (GLD)
15% Enhanced S/T Bonds (5% yield)
70% Money Market Fund (3.5% yield)
(Our Fidelity IRA / brokerage portfolios with under $100K of assets will have a larger percentage of the above holdings, and possibly fewer holdings)
ACC ORP / 4O3(b) Portfolios
10% S&P 500
10% Emerging Asia
10% Total Bond
10% U.S. Government Bonds
60% Money Market (3.5% yield)
TSU ORP / 4O3(b) Portfolios
10% S&P 500 Index
10% International Stock
10% Emerging Markets
10% Total Bonds
60% Money Market fund (3.5% yield)
*UPDATED MARCH 23RD, 2026: Investment holdings can change at any time and will be updated here as needed!