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What Index funds do you have in your portfolio

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  • Kamban
    replied
    Any of you have index funds in a taxable portfolio for 10 years or more. Can you run a report and see what returns that they have given you.

    Leave a comment:


  • Allonblack
    replied
    vb
    Vbr
    Schc
    Schd
    Sche
    Vnq
    Vnqi
    Rzv
    Vti
    Vwhex
    Schf

    Bonus individual holdings:
    Aapl
    Gm
    Fcau

    Can't help myself. There's a justification for all of the components - for whatever it's worth.

    Leave a comment:


  • StuRedman
    replied




    I wouldn’t put the REITs in taxable.
    Click to expand...


    Yeah, the REIT is the IRA not in the taxable.  Also have some TIAA Real estate fund(QREARX) in 403b,.

    Leave a comment:


  • DMFA
    replied
    US equity:
    VTSAX
    FXSIX (403b)
    TSP C

    Int'l equity:
    TSP I

    Domestic fixed income (just a little):
    BND
    TSP G

    Pretty typical, really

    Leave a comment:


  • VagabondMD
    replied
    My retirement accounts and largest taxable accounts are at Fidelity, so my largest pure index funds are Fidelity Spartan Index Funds: total stock market, total bond market, and total international stock. That said, my largest holdings are the DFA Core Stock II fund (including the tax managed version in my taxable account) and the Bridgeway Omni Small Cap Value fund (again including the tax managed version in my taxable account). Both of these funds were obtained when I used an advisor.

    Leave a comment:


  • Lithium
    replied
    This is what I have (with overall percentages).  My portfolio is kind of a mess due to multiple TLH partners and so many different accounts.

    401(k)/457(b)

    SCHZ .1251

    VIIIX .1058

    SCHH .0461 

    ROTH IRA

    VBR .0893

    VNQ .0172

    VB .0131

    HSA

    VBMPX .0132

     

    TAXABLE

    SCHA .1385

    VSS  .0982 

    SCHB .0878

    VWO  .0834 <--> SCHE .0087

    VO .0565 <--> SCHM .0154 

    SCHV .0427

    VEA  .0358 <--> SCHF .0053

    IWN  .0180    

     

    Leave a comment:


  • Kamban
    replied


    Also, be aware that rolling money from an old 401(k) to a traditional IRA at Vanguard is going to screw up your backdoor Roth IRA options. Might be better to leave it, roll it into your new 401(k), get some self-employment income and open up an individual 401(k) and roll it in there, or just pay the taxes and convert it all.
    Click to expand...


    Unfortunately the money was in a holding company who would have invested in funds of their choice by 11/25 if I had not rolled over into Vanguard.

    I plan to convert all my different IRA's into Roth next year and use it mainly to leave it as inheritance. Just waiting for the right year to make sure that my tax bracket is not too high.

    Leave a comment:


  • Craigy
    replied
    "Forced to" more like "have the wonderful opportunity to" move to Vanguard.   

    For me:

    VFIAX - Vanguard 500 Index

    VMVAX - Vanguard Mid-Cap Value Index

    VSMAX - Vanguard Small Cap Index

    I got my employer's plan administrator to add Vanguard Small Cap Value Index too, so will be able to have that soon.

     

    I also have some Vanguard ETFs in another account.  I still feel like I am missing something on ETFs  :P

    Leave a comment:


  • PhysicianOnFIRE
    replied
    I have total market / S&P 500 (TLH partners) and 2 international funds (TLH partners) in taxable.

    I have small cap value, REIT, and emerging markets in Roth.

    401(k) / 457(b) have a total bond fund, mid cap index, and small cap index.
















































    Taxable
    VFIAX
    VFWAX
    VTMGX
    VTSAX
    Roth IRA
    VSIAX
    VEMAX
    VGSLX
    401(k)
    VBMFX
    VSCIX
    457(b)
    VMCIX
    VSCIX

    Leave a comment:


  • StuRedman
    replied

    I have TIEIX(TIAA-CREF Equity Index Fund Institutional Class), VBTIX(Vanguard Total Bond Market Index Fund Institutional Shares) in my 403b.



    And in my IRA and taxable account I have VTIAX(international), VTSAX(total stock market), VBMFX(total bond), VGSIX( REIT)


     

    Leave a comment:


  • The White Coat Investor
    replied
    I would start with the big ones:

    • Vanguard Total Stock Market Index Fund

    • Vanguard Total International Stock Market Index Fund

    • Any of the Vanguard bond funds act like an index fund (low cost, low turnover, broadly diversified) whether they say "index" in their title or not.


    If you want to slice and dice your portfolio, popular choices are the Vanguard Small Value Index Fund and the REIT Index fund along with the Developed Markets Fund and Emerging Markets Index Fund.

    But first you need an asset allocation before choosing investments. Then choosing investments is the easy part.

    Also, be aware that rolling money from an old 401(k) to a traditional IRA at Vanguard is going to screw up your backdoor Roth IRA options. Might be better to leave it, roll it into your new 401(k), get some self-employment income and open up an individual 401(k) and roll it in there, or just pay the taxes and convert it all.

    Leave a comment:


  • Kamban
    started a topic What Index funds do you have in your portfolio

    What Index funds do you have in your portfolio

    The mantra has been - do not buy individual stocks or actively managed funds but only index funds.

    Well, the problem is that there are a ton of index funds. If you look at Vanguard there are 31+ index funds. And their 10 year returns are all over the map.

    I am forced to move one of my former work place 401K to Vanguard. Has probably 45K. Trying to find the right mix of funds for growth and not needing to take it out for 15+ years.

    So what set of index funds do people here have?
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