▶ Full Post Text
I recently fired my financial advisor because of the high fee and completed an asset transfer to my Fidelity account. This is a taxable brokerage account.
Below are the positions. I want to move over to VTI / VXUS and have some end of year cash (around $75k) to start building up my core. I did move some money to start my VTI position.
My question is: do I leave everything as it is for now to avoid a large tax bill but only buy VTI / VXUS in the future to make the single stocks a much smaller part of my portfolio? Or do I just sell everything, take the tax hit and dump into VTI / VXUS. Total account below is around $181,000.
|Symbol|Quantity|Current Value|
|:-|:-|:-|
|SPAXX\*\*||$125.58|
|AAPL|31|$8,033.65|
|ACWI|3|$434.92|
|AMGN|2|$646.51|
|AMZN|12|$2,975.40|
|APD|5|$1,327.86|
|ARES|4|$704.90|
|AVGO|14|$4,881.25|
|AXP|6|$2,138.49|
|BWA|17|$810.90|
|BX|10|$1,558.20|
|C|18|$2,106.54|
|CME|3|$799.98|
|CRM|5|$1,293.92|
|CRWD|2|$927.18|
|CSCO|12|$882.42|
|CVX|8|$1,295.92|
|DDOG|7|$887.81|
|DLR|5|$790.65|
|DODFX|270.653|$4,549.67|
|DUK|4|$468.04|
|EFA|33|$3,275.91|
|FAST|18|$756.09|
|FIX|1|$1,023.54|
|FSPSX|136.026|$8,500.26|
|FXAIX|5.547|$1,342.37|
|GLDM|44|$4,025.56|
|GOOG|27|$8,992.21|
|GWMIX|558.936|$6,539.55|
|INGR|3|$342.27|
|ITT|10|$1,827.85|
|JCI|15|$1,660.95|
|JNJ|7|$1,448.23|
|JPM|7|$2,257.27|
|KO|15|$1,062.90|
|LAIIX|623.473|$6,471.64|
|LEN|9|$1,090.62|
|LHX|2|$679.02|
|LMT|1|$547.59|
|LNG|1|$195.36|
|MCD|6|$1,838.16|
|META|5|$3,239.90|
|MRK|12|$1,313.04|
|MSFT|17|$8,134.58|
|NEE|10|$802.80|
|NFLX|10|$900.40|
|NOC|1|$632.01|
|NVDA|41|$7,568.39|
|PANW|5|$943.25|
|PG|3|$430.38|
|QCOM|7|$1,205.90|
|RHHBY|24|$1,288.80|
|RTX|9|$1,719.40|
|SBUX|8|$712.88|
|SCHP|175|$4,648.87|
|SCHW|13|$1,308.19|
|SNOW|3|$657.18|
|SNY|18|$860.94|
|SOFI|39|$1,030.38|
|TMO|2|$1,229.96|
|TSLA|3|$1,345.75|
|TSM|6|$1,938.96|
|TXRH|4|$733.94|
|V|6|$2,048.34|
|VHT|1|$290.79|
|VO|35|$10,440.19|
|VST|3|$525.67|
|VTI|6|$2,052.12|
|VWIUX|937.852|$12,998.62|
|VWO|76|$4,253.66|
|VZ|18|$718.87|
|WMBIX|874.172|$8,505.69|
|XLB|11|$533.00|
|XLF|4|$220.28|
|XLP|18|$1,440.00|
|XLRE|26|$1,054.95|
|XLV|2|$312.92|
|XOM|13|$1,601.47|