Total Portfolio Value
$583,888.00
Across all holdings
Daily Change
$2,667.69
+0.46% today
Total Gain/Loss
$129,273.00
+28.44% all time
Portfolio Performance
Holdings by Asset Type
| Name | Ticker | Shares | Price | Value | Gain/Loss | Allocation | Daily | |
|---|---|---|---|---|---|---|---|---|
| Stocks(4 holdings) | $143,376.00 | $49,001.00 | 24.6% | |||||
| Apple Inc. | AAPL | 240 | $189.25 | $45,420.00 | $15,420.00 +51.40% | 7.8% | +1.24% | |
| Microsoft Corporation | MSFT | 160 | $378.50 | $60,560.00 | $21,360.00 +54.49% | 10.4% | -0.38% | |
| Alphabet Inc. | GOOGL | 130 | $142.75 | $18,557.50 | $6,207.50 +50.26% | 3.2% | +2.15% | |
| JPMorgan Chase & Co. | JPM | 95 | $198.30 | $18,838.50 | $6,013.50 +46.89% | 3.2% | +0.85% | |
| Bonds(2 holdings) | $124,328.00 | -$4,952.00 | 21.3% | |||||
| iShares Core U.S. Aggregate Bond | AGG | 800 | $98.45 | $78,760.00 | -$2,840.00 -3.48% | 13.5% | +0.12% | |
| Vanguard Total Bond Market ETF | BND | 640 | $71.20 | $45,568.00 | -$2,112.00 -4.43% | 7.8% | -0.08% | |
| ETFs(3 holdings) | $244,184.00 | $85,224.00 | 41.8% | |||||
| SPDR S&P 500 ETF Trust | SPY | 320 | $478.90 | $153,248.00 | $54,048.00 +54.48% | 26.2% | +0.92% | |
| Vanguard Total Stock Market ETF | VTI | 240 | $254.60 | $61,104.00 | $21,504.00 +54.30% | 10.5% | +0.78% | |
| Vanguard Total International Stock | VXUS | 480 | $62.15 | $29,832.00 | $9,672.00 +47.98% | 5.1% | -0.45% | |
| Cash(1 holdings) | $72,000.00 | $0.00 | 12.3% | |||||
| Fidelity Government Money Market | SPAXX | 72,000 | $1.00 | $72,000.00 | $0.00 0.00% | 12.3% | 0.00% | |