2025 Investment Strategy

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Traditional IRA

• 70% SWTSX Schwab Total Stock Market Index Fund
• 30% SWLGX Schwab Large-Cap Growth Index Fund

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Roth IRA

• 65% SWTSX Schwab Total Stock Market Index Fund
• 25% SWLGX Schwab Large-Cap Growth Index Fund
• 10% FBTC Fidelity Wise Origin Bitcoin Fund

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Traditional Solo 401(k)

• 75% FSKAX Fidelity Total Market Index Fund
• 25% FTEC Fidelity MSCI Information Technology Index ETF

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Roth Solo 401(k)

• 75% FSKAX Fidelity Total Market Index Fund
• 20% FTEC Fidelity MSCI Information Technology Index ETF
• 5% FBTC Fidelity Wise Origin Bitcoin Fund