Advice on three funds for Individual account and Schwab

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Hey guys,

Fairly new to boglehead stuff but want to simplify our main portfolio. Previously we had a wealth manager but we decided what he offered just wasn't worth the annual fees for life. 401k and IRA's are maxxed and we have about 2.3 in our personal account that the wealth manager had spread across 12 different funds. What is the easiest way to simplify this?

Most of the funds he put us in our in the red, so is it a problem to go ahead and just sell out of these funds and simplify everything?

This is what we are currently in.

DGT, QQQ, SCHA, SCHM, SPYG, SPYV, VB, VBK, VBR, VIG, VNQ, VO, VOE, VOOG.

SWPPX, SNOXX

How do I make this more streamlined?

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RasT317

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Posted: 1 year ago
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