💸Portfolio Breakdown

Various Portfolios

Name
Type
Portfolio
Notes

Company RSU

Restricted Stock Units

SBUX (100%)

Company Savings Acc

Savings

I only have this because they match first 250 if you hold for a few months.

Roth IRA

Retirement

VTI (72%) UPRO (28%)

Was initially obsessed with ARKK, but decided this is a retirement account and that type of growth won't last forever.

401K

Retirement

Vanguard Target 2065 (100%)

Personal

Individual Investments

AAPL (6.24%) AMZN (5.76%) BA (8.09%) COST (10.84%) GOOG (0.66%) GOOGL (3.53%) INTC (4.49%) MSFT (7.08%) NVDA (6.25%) QQQM (1.94%) TSLA (7.15%) VTI (23.17%) WMT (4.40%)

I am pretty tech-heavy here, but as someone who works with tech these tend to do very well during bull runs. Most of them are decently safe (famous last words -- hopefully not)

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