Personal Investments • Set & Forget Portfolio

My simple, self-managed, low-cost, tax-efficient, basically-3-fund portfolio is held mainly at Schwab.
Maximum expense ratio for any single fund/ETF in the portfolio is 0.07% (SGOV).

Taxable brokerage account (Schwab): 100% VTI (Vanguard Total Stock Market ETF).
Roth IRA (Schwab): 64% SCHB (Schwab US Broad Market ETF) and 36% SCHF (Schwab International Index ETF).
Traditional (rollover) IRA (Schwab): 58% 30yr TIPS ladder, 21% BND (Vanguard Total Bond Market ETF), 21% SGOV (iShares 0-3 Month Treasury Bond ETF).
HSA (Optum Bank): 100% VITSX (Vanguard Total Stock Market Index Fund).
Checking account (large national bank): few hundred dollars to pay monthly bills.
Summary below.

Statistics: Posted by steadyosmosis — Tue Apr 09, 2024 2:43 pm — Replies 9 — Views 327

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