Investment Strategy

Traditional IRA

• 100% SWPPX — Schwab S&P 500 Index Fund

Roth IRA

• 95% SWPPX — Schwab S&P 500 Index Fund
• 5% FBTC — Fidelity Wise Origin Bitcoin Fund

Traditional Solo 401(k)

• 85% FSKAX — Fidelity Total Market Index Fund
• 15% FTIHX — Fidelity Total International Index Fund

Roth Solo 401(k)

• 80% FSKAX — Fidelity Total Market Index Fund
• 15% FTIHX — Fidelity Total International Index Fund
• 5% FBTC — Fidelity Wise Origin Bitcoin Fund

Individual

• 50% SCHX — Schwab U.S. Large-Cap ETF
• 15% SCHA — Schwab U.S. Small-Cap ETF
• 15% SCHF — Schwab International Equity ETF
• 10% SCHE — Schwab Emerging Markets Equity ETF
• 10% “Singles”
  • [TSLA] - Tesla Inc