🧾 Roth IRA
- 50% Schwab SWPPX (U.S. S&P 500)
- 20% Vanguard VEA (Intl Developed)
- 10% iShares EMXC (Emerging ex-China)
- 10% Avantis Investors AVUV (U.S. Small Value)
- 10% Avantis Investors AVDV (Intl Small Value)
🧾 Brokerage
- 80% Schwab SCHB (Total U.S.)
- 20% Schwab SCHF (Intl Developed)
Wondering if I should just drop the Avnatis funds and do SWPPX/VEA/EMXC or drop EMXC and kep Avantis funds. At the end of the day I want roughly 70/30 US/Int split.
And I am too picky for "VT and chill" and I am at Schwab and 38M
Posted by phil28376
3 Comments
I mean I would just for simplicity. But you have to do what you feel is best.
In a tax advantage I would go with an index target date fund. and non-tax advantage I would go with VOO.
no, you’re good
Why did you invest in Avnatis or EMXC previously? Is your outlook different now for those funds?