Arrowhead-Asset-Management

P.O. Box 2049
Wimberley, TX 78676
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Current IRA & Brokerage Account Holdings

Largest Portfolios (w/ symbols)

17% Technology (XLK)
17% S&P 500 Index (SPY)
  8% Financial Services (FIDSX)
  8% Semiconductors (SMH)
  8% Communication Services (XLC)
  5% US Infrastructure (PAVE)
  5% Environmental Services (FSLEX)
  3% Costco (COST) 
30% Money Market (paying 4.8% annually)


Portfolios with > < 5
holdings
 

20% S&P 500 Stock Index (SPY)
20% Technology (XLK)
15% Financial Services (FIDSX)
15% US Infrastructure (PAVE)
10% Semiconductors (SMH)
10% Communication Services (XLC)
10% Money Market (paying 4.8% annually)

"There is no Plan(et) B”


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