Portfolio Sleeve

ETFs

Core ETF sleeve centered on broad-market exposure, large-cap growth, and semiconductors.

ETFs

Holdings

Semiconductors ETF

···

SMH

VanEck Semiconductor ETF

24.0%

Concentrated semiconductor exposure.

Broad Market ETF

···

VOO

Vanguard S&P 500 ETF

47.0%

Core S&P 500 exposure.

Large Cap Growth ETF

···

QQQM

Invesco NASDAQ 100 ETF

29.0%

Nasdaq 100 growth exposure.

Portfolio Composition

By Country

US100.0%(3)

weighted by portfolio weight %

By Market Cap

Mega Cap76.0%(2)

Large Cap24.0%(1)

weighted by portfolio weight %

By Asset Type

ETF100.0%(3)

weighted by portfolio weight %

3Y Relative Performance

Normalized price performance over the last 3 years, with VOO and QQQ as benchmarks.