|VOO|58.0%|
|:-|:-|
|VXUS|10.0%|
|VXF|5.0%|
|NLR|4.0%|
|GRID|2.5%|
|PAVE|1.5%|
|TAN|2.0%|
|SHLD|4.0%|
|WDEF|1.0%|
|GLDM|4.5%|
|Physical gold|1.5%|
|BTC|3.5%|
|Discretionary|2.5%|
It is growth focused, no bonds at this point. As you can see, I am betting on future revamping the US electrical system and full electrification. Let me know if you see any glaring issues. I am pretty heavy in US assets, but that is intentional.