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My Portfolio

1. Retirement Holdings (Roth, Rollover & Traditional IRAs): 100% VMMXX

2. 529-Plan: 100% Vanguard Interest Accumulation Portfolio

3. The Guzzo Gift Fund: 100% Money Market Pool

4. Individual Stock Holdings (long-term):

  • (CARE) Carter Bank & Trust
  • (MFBP) M&F Bancorp, Inc.
  • (PNW) Pinnacle West Capital Corporation
  • (SSFC) South Street Financial Corporation
  • (UWHR) Uwharrie Capital Corporation