Taxable Account

Individual Brokerage

Weights and returns are sleeve-scoped. As of June 2, 2026.

Taxable brokerage account organized into funding sleeves used to build future Roth IRA contributions.

Sleeve View

2027 Roth Fund

Taxable brokerage sleeve used for future Roth funding.

5 Positions

Invesco NASDAQ 100 ETF logoQQQMVanEck Semiconductor ETF logoSMHVanguard S&P 500 ETF logoVOOFidelity Wise Origin Bitcoin Fund logoFBTCDefiance Quantum ETF logoQTUM

Sleeve View

2028 Roth Fund

Growth-focused sleeve with high-conviction ideas and long-term potential.

5 Positions

Micron Technology logoMUOuster logoOUSTPenguin Solutions logoPENGNavitas Semiconductor logoNVTSFirefly Aerospace Inc. logoFLY