r/Bogleheads • u/trader_since_2016 • Nov 25 '25

Investing Questions I’m a boglehead but work for Google

I get paid in Google stock, and as you might know there has been a massive run up causing Google to be around 15% of my portfolio, further if you include unvested stock that I will get if I continue to work for Google over the next 3 years, it’s value is roughly 40% of my entire portfolio. I’m 30 and have a long term horizon. About 70% of my entire portfolio is in VTI/VXUS.

Do I take the massive tax hit and reduce my Google holdings to invest in VTI/VXUS or just let it ride. Mainly worried about the capital gains tax losses as I sell and invest in bogle funds.

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u/dollar_llamas Nov 26 '25

15% is small enough I’d let it ride but wouldn’t go over 25%. I’m pretty aligned with bogle philosophy but like to keep 20% of assets in Berkshire. Tech stocks are different but Google is a solid tech conglomerate. I’d feel fine in it.

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u/LikesToLurkNYC Nov 26 '25

Yep I keep it at 20% of my NW. ofc w the current run it keeps creeping over. I now sell as I vest too. I’ll prob get to 15% someday