Current holdings: AAPL, FCX, LAR, NVDA, PLTR, QCLN, QCOM, QQQM, RSP, SMH, SOFI, SPYD, SPYG, TSLA, VOO, VTI
ROTH: FZILX and FZROX
Ive noticed I have a lot of etfs that overlap such as (VOO, VTI, QQQM, SPYG, ETC)
And semiconductor exposure like SMH, NVDA, QCOM
I am planning on selling these below:
\- LAC (loss)
\- QCLN (loss)
\- Sofi (loss)
\- RSP
\- SPYD
\- VTI (Keep VOO)
\- SPYG (Keep QQQM)
Does this cleanup make sense? Any recommendations or feedback?
My losses are very minimal likes less than $100 combined. Just wanting to figure out a tax efficent method to clean my portfolio if needed.
Thank you!