401K
Fidelity S&P 500 – 100%
ROTH IRA
FXAIX (S&P500) 30%
FTIHX (international) – 20%
SCHD. (Div/ income) – 20%
FREL. (REAT) – 20%
AAPL. – 5%
MSFT. – 5%
BROKERAGE ACCOUNT (mostly div)
VTI. – SCHD-
ARKK – OXY-
LIN. – LMT-
ABBV – NEE-
C. – SBUX-
LOW. – BABA-
AMZN – COST-
AAPL. – MSFT-
QCOM – T-
GOOG. – META-
O
GROWTH PORTFOLIO
TSLA (50%)
CRWD
AMD
CRM
SQ
ZM
NTLA
U
PATH
APPS
CRYPTO. (2.5% of my salary)
BTC. 100%
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