US+0.4%

EU+0.2%

JP+1.2%

CN−1.0%

EM−0.0%

8 ETF's to Retire

Portfolio by @liam

Smart factor tilted fee and tax conscious assortment of ETF's for the US investor seeking moderate international exposure while maintaining a sensible home bias.

Verified since Jun 24, 2026

ConcentratedBuy & hold

Smart factor tilted fee and tax conscious assortment of ETF's for the US investor seeking moderate international exposure while maintaining a sensible home bias.

Jun 24Since Jun 24 · tracked?

+4.3%+4.32%

+0.6%+0.61%

+4.1%+4.06%

YTD

+4.3%+4.32%

P/E

—

P/E

···

Holdings

Top-3

76% · of portfolio

Beta?

0.98 · vs S&P

Avg cap

$89B · Large cap

Diversification

Concentrated

Avg hold?

Today's movers

VTI+0.5%AVUS+0.5%AVES+0.5%VEA+0.4%VWO+0.3%AVUV+0.1%

FLCH-0.2%

VTI+5.0%

AVUS+4.1%

AVUV+3.3%

VEA+4.0%

AVDV+5.5%

AVES+1.1%

FLCH+5.4%

VWO+1.8%

8 positions

Performance

The whole story, tracked — flags mark what actually happened

+4.3%since Jun 2026tracked

The run

Jun 2026 → now · +4.3% · 1 of 2 months up.

Standing

Top 25%

#2 of 8 tracked · trailing month

Edge vs VT

-0.8pp

since Jun 2026

CAGR+33.2%Sharpe2.48Beta · SPX—Max drawdown-2.7%

Net verdict · 2 months trackedLEADERBOARD →

+4.3% · Sharpe 2.48 · 1/2 up

Performance

Reconstructing the story…

Holdings (aggregated)

All8 Stocks8 Options0 Shorts0 Crypto0

›Stocks & ETFs8

Symbol	Last Price↕

VTITOTAL STOCK MKT ETF TOTAL STOCK MKT ETF	$384.91+0.49%	$310$385	—	33.0%	$384.91+0.49%	+5.0%	33.2%	+5.0%
AVUSU.S. Equity ETF U.S. Equity ETF	$132.53+0.46%	$104$133	—	33.1%	$132.53+0.46%	+4.1%	33.0%	+4.1%
AVUVU.S. Small Cap Value ETF U.S. Small Cap Value ETF	$128.11+0.13%	$93.9$129	—	9.9%	$128.11+0.13%	+3.3%	9.8%	+3.3%
VEAFTSE DEVELOPED MARKETS ETF FTSE DEVELOPED MARKETS ETF	$73.66+0.39%	$57.8$73.7	—	7.0%	$73.66+0.39%	+4.0%	7.0%	+4.0%
AVDVInternational Small Cap Value ETF International Small Cap Value ETF	$110.53+0.01%	$83.6$111	—	6.0%	$110.53+0.01%	+5.5%	6.0%	+5.5%
AVESEmerging Markets Value ETF Emerging Markets Value ETF	$65.74+0.46%	$55$69.1	—	4.1%	$65.74+0.46%	+1.1%	4.0%	+1.1%
FLCHFranklin FTSE China ETF Franklin FTSE China ETF	$21.71-0.23%	$20$26.5	—	3.5%	$21.71-0.23%	+5.4%	3.5%	+5.4%
VWOFTSE Emerging Markets ETF FTSE Emerging Markets ETF	$60.55+0.31%	$51$61.5	—	3.5%	$60.55+0.31%	+1.8%	3.4%	+1.8%

8 ETF's to Retire

Performance

Performance

Holdings (aggregated)

Upcoming events

Income & events

Valuations

Valuations

Discussion

Upcoming events

Valuations

Performance


VTIMorningstar Total Stock Market ETFVTIMorningstar Total Stock Market ETF	33.2%	—	—	—	—	—	1.0%
AVUSU.S. Equity ETFAVUSU.S. Equity ETF	33.0%	—	—	—	—	—	0.9%
AVUVU.S. Small Cap Value ETFAVUVU.S. Small Cap Value ETF	9.8%	—	—	—	—	—	1.2%
VEAFTSE Developed Markets ETFVEAFTSE Developed Markets ETF	7.0%	—	—	—	—	—	2.5%
AVDVInternational Small Cap Value ETFAVDVInternational Small Cap Value ETF	6.0%	—	—	—	—	—	2.7%
AVESEmerging Markets Value ETFAVESEmerging Markets Value ETF	4.0%	—	—	—	—	—	2.5%
FLCHFranklin FTSE China ETFFLCHFranklin FTSE China ETF	3.5%	—	—	—	—	—	2.4%
VWOFTSE Emerging Markets ETFVWOFTSE Emerging Markets ETF	3.4%	—	—	—	—	—	2.3%