Financial Setup

My approach to building wealth through systematic investing, tax optimization, and a boring but effective portfolio strategy.

Top Holdings

Funds

VGT20%

Vanguard Information Technology ETF

VOO13%

Vanguard S&P 500 ETF

VONG13%

Vanguard Russell 1000 Growth ETF

Stocks

BWXT4%

BWX Technologies

BABA3%

Alibaba Group

GDS2%

GDS Holdings

Misc

GLD3%

SPDR Gold Trust

BTC2%

Bitcoin

SOL2%

Solana

Allocation

By Market

95%US Market

5%Chinese Market

By Asset Type

45%ETF

30%Mutual Fund

15%Individual Stock

10%Gold/Crypto

This is my personal investment strategy and not financial advice. Do your own research and consult a financial advisor before making investment decisions.