Investment Portfolio

Below is a snap shot of my current investment portfolio:

Mutual Funds:

  • Sequia Fund (SEQUX)
Stocks:
  • Exxon Mobil Corporation (XOM)
  • McDonald's Corporation (MCD)
Schwab ETFs:
  • U.S. Small-Cap ETF (SCHA)
  • U.S. Broad Market ETF (SCHB)
  • International Small-Cap Equity ETF (SCHC)
  • U.S. Divident Equity ETF (SCHD)
  • Emerging Markets Equity ETF (SCHE)
  • International Equity ETF (SCHF)
  • U.S. Large-Cap Growth ETF (SCHG)
  • U.S. REIT ETF (SCHH)
  • U.S. Mid-Cap ETF (SCHM)
  • U.S. Large-Cap Value ETF (SCHV)
  • U.S. Large-Cap ETF (SCHX)
  • Fundamental U.S. Small Company Index ETF (FNDA)
  • Fundamental U.S. Broad Market Index ETF (FNDB)
  • Fundamental International Small Company Index ETF (FNDC)
  • Fundamental Emerging Markets Larg Company Index ETF (FNDE)
  • Fundamental International Large Copmany Index ETF (FNDF)
  • Fundamental U.S. Large Company Index ETF (FNDX)
401K
  • Combination of:
    • Vanguard Total Stock Market Index Fund Institutional (VITSX) (63.6%)
    • Vanguard Total International Stock Index Fund Institutional (VTSNX) (26.5%)
    • Vanguard Total Bond Market II Index Fund Institutional (VTBNX) (9.9%)

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