Carrier Global Corporation

iShares J.P. Morgan USD Emerging Markets Bond ETF

Home Depot, Inc.

Starbucks Corp

Vanguard Dividend Appreciation ETF

Vanguard Real Estate ETF

Vanguard Total Stock Market ETF

Vanguard FTSE Emerging Markets ETF

Much like my Taxable account, contributions and purchases slowed in February.

One thing I have noticed as I continue to build this portfolio is that it is slightly more volatile than the S&P 500. This is surprising since it is comprised mostly of indexes and blue-chip dividend payers. I will be interested to see if this continues.

**Some Portfolio Highlights:**

**Performance (Month):** -3.81% (S&P -3.13%)
**Performance (All-Time):** +4.20% (S&P +5.26%)
**Contributions:** $0
**Dividends:** $9.82
**Purchases:** 0.0145 $EMB (Dividend Reinvestment), 0.0352 $CARR (Dividend Reinvestment)
**Sales:** N/A

**Top 5 Holdings:**

1. $VTI - 12.6% (+0.2% vs January 2022)
2. $VNQ - 11.7% (+0.2% vs January 2022)
3. $SBUX - 9.5% (-0.2% vs January 2022)
4. $VIG - 9.0% (+0.1% vs January 2022)
5. $VWO - 7.6% (overtook $HD as #5 from January 2022)

Combined Portfolio Holdings (Roth and Taxable):

![](https://cdn.commonstock.com/c87879583f6bc9bbb7d2edf080a7a05298c1489be1ed31cbf2c49eb3e99e4cd8-1200x600.png?w=704&fit=max)


![](https://cdn.commonstock.com/808257ef33eba35af6f32e23585672308fb1c50445370d20e545fdbbc582e7bc-597x363.png?w=704&fit=max)

Been itching to finally build a position in $SBUX. A great long term play for me as I look to get some stronger low(er) beta plays into my equity portfolio

Jensen Butler

February 2022 - Roth IRA Portfolio Review

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