My Investments
View my current investments, including ETFs and Index Funds I’m currently invested in, to get inspiration for your portfolio! This list will stay updated as my investments change.
Index Funds, ETFs and Bonds:
FDRXX-Fidelity Government Cash Reserves
PSTP-Innovator Power Buffer Step-Up Strategy ETF
VOE-Vanguard Mid-cap Value Index Fund
VOT-Vanguard Mid-cap growth Index Fund
VUG-Vanguard Index Fds
SLYG-SDPR S&P 600 Small Cap Growth ETF
ICVT-iShares Convertible Bond ETF
HAUZ-Xtrackers Real Estate ETF
DFIS-DFA Dimensional International Small Cap ETF
DFIC-DFA Dimensional International Core Equity 2 ETF
DFAS-Dimensional U S Small Cap ETF
BCD-abrdn Bloomberg All Commodity Strategy ETF
AVUV-Avantis US Small Cap Value ETF
AVLV-Avantis US Large Cap Value ETF
AVEM-Avantis Emerging Markets Equity ETF
Other Stocks:
The provision of this list does not and is not intended to constitute investment, tax or financial planning advice and viewers should not rely on any statements made herein as such. Consult with a financial, investment or tax advisor prior to making any investment, tax or other financial decisions.