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I've heard the challenge is that since they buy individual stocks, and constantly change the holdings, it isn't easy to keep changing that and you'll be stuck w

I've heard the challenge is that since they buy individual stocks, and constantly change the holdings, it isn't easy to keep changing that and you'll be stuck with whatever stocks you had last and can just rebalance within those. I could be making that up though.

fullshark 10y ago
That's accurate if you are doing tax optimized direct indexing (https://www.wealthfront.com/tax-optimized-direct-indexing https://www.wealthfront.com/tax-optimized-direct-indexing) which doesn't involve just using index funds. Their basic level of service just involves purchasing index funds.