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REDDIT

Overall portfolio build (all accounts)

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Feb 24, 2026 · 13:46

After doing som research, here is what I chose to land on, any suggestions would be great! Currently 36 years old, income around $225,000, two kids (have 529 and UTMA accounts for them)

Brokerage account (currently $50,000)

SCHB 65%

VXUS 35%

Roth IRA (currently $110,000) going for higher risk higher premium long term appreciation. Understand small cap value can underperform for stretches of time

SCHB 30%

VXUS 25%

AVUV 20%

SCHG 15%

AVDV 10%

401k (currently $165,000)

S&P 500 50%

Total international 25%

US Mid Cap 12%

U.S. Small Cap 8%

Total bond 5%

HSA (currently $45,000)

Same setup as 401k but no bonds