ETFSemiconductors ETFUSLarge Cap
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SMH

VanEck Semiconductor ETF

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In Your Sleeves

2027 Roth Fund
29.5%
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Roth IRA
6.8%
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Position Changes

May 1, 2026

Add

Added to SMH on May 1, 2026 to increase broad semiconductor and AI infrastructure exposure within the Roth Retirement Account.

Investment Thesis

Broad semiconductor cycle / AI infrastructure exposure.