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Asset Allocation


IVV 29.25%NVDA 18.78%AAPL 17.88%ISP6.L 11.76%ROAI.DE 7.68%MSFT 7.53%GOOGL 5.05%NU 2.07%EquityEquity
PositionCategory/SectorTarget Weight
AAPL
Apple Inc
Technology
17.88%
GOOGL
Alphabet Inc.
Communication Services
5.05%
ISP6.L
iShares S&P SmallCap 600 UCITS ETF
Small Cap Blend Equities
11.76%
IVV
iShares Core S&P 500 ETF
Large Cap Growth Equities
29.25%
MSFT
Microsoft Corporation
Technology
7.53%
NU
Nu Holdings Ltd.
Financial Services
2.07%
NVDA
NVIDIA Corporation
Technology
18.78%
ROAI.DE
7.68%
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Disclaimer

The information contained herein does not constitute investment advice and made available for educational purposes only. Prices and returns on equities are listed without consideration of fees, commissions, taxes, penalties, or interest payable due to purchasing, holding, or selling.

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