USAA Brokerage Roth IRA(started 2 months ago.) 1.27 Exp ratio
Fund Quantity Balance
USAA CORNERSTONE MOD AGGR FUND (NTF) (USCRX) 43.385 $1,064.23
Top Fund Holdings for USCRX Filing Date: 02/28/2013
.Name Position Value % of Total
Vanguard FTSE Emerging Markets 3,241,701 140,949,160 6.290%
SPDR S&P 500 ETF Trust 704,763 106,792,737 4.765%
iShares MSCI EAFE Index Fund 1,701,564 98,996,994 4.418%
iShares Core S&P Mid-Cap ETF 745,118 81,985,334 3.658%
T 1 ¾ 05/15/22 78,000 77,939,082 3.478%
T 3 05/15/42 7 3,600 72,415,482 3.231%
iShares Russell 2000 Index Fun 450,000 40,707,000 1.816%
SPDR Gold Shares 181,842 27,814,552 1.241%
WisdomTree Japan Hedged Equity 666, 188 27,273,737 1.217%
State Street Institutional Liq 19,295,071 0.861%
The financial advisors at USAA suggested this fund.
1. Am I on track for a 22 year old ?
2. What should i change and where should I go from here?
3. I was considering either putting more money in each of these funds or opening a vanguard. I was not sure if that much diversification was good for someone as new as me.
Johm221122 wrote:At this point I would focus on savings rate and your career, they will have bigest influence on your retirement savings
Dupidsk8ter wrote:I'm out processing from the Air Reserves and switching into the Army then immediately deploying.
Dupidsk8ter wrote:I tried formatting neatly but it came up all jumbled. Sorry.
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