MorganRosel Wealth Management, LLC
All holdings · as of Dec 31, 2025
| Company | Value | % of portfolio |
|---|---|---|
| VANGUARD MID-CAP ETF | $9.73M | 2.4% |
| VANGUARD CORE PLUS BOND ETF | $9.78M | 2.4% |
| SCHWAB EMERGING MARKETS EQUITY ETF | $9.82M | 2.5% |
| SCHWAB US AGGREGATE BOND ETF | $9.90M | 2.5% |
| ISHARES GOLD TRUST MICRO ETF OF BENEF INTEREST | $10.17M | 2.5% |
| VANGUARD S&P 500 ETF | $10.28M | 2.6% |
| SCHWAB FUNDAMENTAL INTERNATIONAL EQUITY ETF | $10.48M | 2.6% |
| PIMCO ACTIVE BOND EXCHANGE-TRADED FUND | $10.83M | 2.7% |
| STATE STREET SPDR S&P 500 ETF | $12.44M | 3.1% |
| SCHWAB INTERNATIONAL EQUITY ETF | $27.95M | 7.0% |
| VANGUARD TOTAL STOCK MARKET ETF | $80.21M | 20.1% |