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REDDIT

Roth IRA + Pension: Should I be more aggressive in Roth or consolidate?

B
Jan 16, 2026 · 00:45

I currently have a pension with around 15 years of service credit. I'm late 30s, hoping to retire around 55. I was holding SCHD for the last year or so, but figured to sell since I have the "safety nest" of a pension and would prefer for a more aggressive portfolio.

My current holdings in Roth (Schwab) are:

SWPPX (50%)

SCHG (30%)

SPMO (18%)

FBTC (2% lol)

Do any of these holdings make sense? I understand there's a ton of overlap but each fund has slight differences. Should I drop SPMO and buy more SCHG?

Should my roth just be 100% SCHG? Is SWPPX even needed?

*Note: I have a Roth 403b that is 100% invested in the S&P500. My taxable brokerage is about 40% VTI.