top of page
Description | Symbol | Target % | Asset Class |
|---|---|---|---|
Vanguard International High Div Yield ETF
| VYMI | 10 | Mutual Fund |
Vanguard Equity Income Admiral
| VEIRX | 10 | Mutual Fund |
Schwab Prime Advantage Money Fund
| SWVXX | 5 | Mutual Fund |
SPDR Portfolio Corporate Bond ETF
| SPBO | 15 | Equity |
First Tr ETF IV CBOE Vest Rising Div Achiev
| RDVI | 4 | Equity |
Pioneer Multi-Asset Income Y
| PMFYX | 10 | Mutual Fund |
PIMCO Income Fund Instl
| PIMIX | 20 | Mutual Fund |
iShares Core S&P 500
| IVV | 15 | Equity |
Goldman Sachs GQG Ptnrs Intl Opp IR
| GSNIX | 5 | Mutual Fund |
Fidelity Small-Mid Factor Etf
| FSMD | 5 | Equity |
Custodial Cash
| CASH | 1% | Cash |
bottom of page