Account View

Roth Retirement Account

Weights use manually recorded share counts and delayed market prices when available, with fallback weights when pricing is unavailable. As of June 2, 2026.

Roth IRA · Long-Term Compounding · Tax-Advantaged Growth

14

positions

Holdings

Vanguard S&P 500 ETF logoVOOVanEck Semiconductor ETF logoSMHAdvanced Micro Devices logoAMDNebius Group logoNBISPenguin Solutions logoPENGAlphabet Class A logoGOOGLMercadoLibre logoMELICrowdStrike Holdings logoCRWDMeta Platforms logoMETAServiceNow logoNOWRocket Lab logoRKLBAST SpaceMobile logoASTSFidelity Wise Origin Bitcoin Fund logoFBTCUnitedHealth logoUNH

Portfolio Weighting

Core Market

  • VOOVanguard S&P 500 ETF35.42%

AI / Semis / Infrastructure

  • SMHVanEck Semiconductor ETF6.84%
  • AMDAdvanced Micro Devices6.27%
  • NBISNebius Group5.84%
  • PENGPenguin Solutions2.86%

Platform Tech / Internet / Software

  • GOOGLAlphabet Class A5.81%
  • MELIMercadoLibre5.04%
  • CRWDCrowdStrike Holdings4.98%
  • METAMeta Platforms4.53%
  • NOWServiceNow4.46%

Space / Defense / Connectivity

  • RKLBRocket Lab4.74%
  • ASTSAST SpaceMobile2.84%

Digital Assets

  • FBTCFidelity Wise Origin Bitcoin Fund6.03%

Healthcare

  • UNHUnitedHealth4.34%