Personal Investments • Portfolio analysis - factor tilted portfolio

Age: 29
Emergency funds: Three months worth of living expenses
Debt: None
Homeownership: None
Tax Filing Status: Single
State of residence: Washington state

Approximate size of total portfolio including pension: 200K

Taxable:

- Vanguard total stock market ETF (VTI)
- Dimensional International Core Equity Market ETF (DFAI)
- Dimensional international small value ETF (DISV)
- Dimensional Emerging Markets Value ETF (DFEV)
- Avantis Small Cap Value ETF (AVUV)


Roth IRA:

- Vanguard total stock market ETF (VTI)
- Dimensional International Core Equity Market ETF (DFAI)
- Dimensional international small value ETF (DISV)
- Dimensional Core Emerging Markets (DFAE)
- Avantis Small Cap Value ETF (AVUV)
- Some stocks

Roth 403(b)

- Vanguard Institutional Index (VIIIX)
- DFA US Target Value I (DFFVX)
- Vanguard Developed Market (VTMNX)
- Vanguard Emerging Market (VEMIX)


HSA

- Vanguard total stock market ETF (VTI)
- Avantis Small Cap Value ETF (AVUV)
- Dimensional International Core Equity Market ETF (DFAI)
- Dimensional international small value ETF (DISV)


My529

- Vanguard Institutional Index (VIIIX)
- Vanguard Total International Market (VTIAX)
- Dimensional Small Cap Value Institutional Class (DFSVX)

Question(s):
- I would like genuine feedback on my investment portfolio... I Feel that lately the stock market has gotten too top heavy, and I see Dimensional/Avantis funds as a great way to diversify away from the tech sector and invest in small company stocks which have historically outperformed.

Statistics: Posted by 7814stefan — Thu Jun 20, 2024 7:28 pm — Replies 0 — Views 25

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