Total net worth
Net worth over time
High-water mark
$840,895.17
set 2026-05-29
From peak
-0.18%
$1,553.94 below
Since first snapshot
+$148,462.35
+21.49% · since 2025-12-04
Portfolio vitals
concentration · diversification · deployment · breadth
Concentration
14%
AAPL is your largest
Diversification
12.4
effective · 19 held
Deployment
96%
4% in cash
Breadth
84%
16 up · 3 down
Portfolio landscape
taller bars = larger holdings · click and drag to rotate
Allocation by holding
- AAPL
- $115,317.00
- 14.3%
- VOO
- $107,709.00
- 13.4%
- VTI
- $90,048.00
- 11.2%
- MSFT
- $80,964.00
- 10.0%
- AMZN
- $52,364.00
- 6.5%
- BND
- $39,096.00
- 4.8%
- QQQM
- $38,466.00
- 4.8%
- GOOGL
- $35,520.00
- 4.4%
- Other
- $247,056.80
- 30.6%
By asset type
- Equity
- $411,136.80
- 51.0%
- Collective investment
- $357,841.00
- 44.4%
- Mutual fund
- $37,563.00
- 4.7%
Accounts
- Cash
- $18,450.32
- Invested
- $479,794.80
- Open P/L
- +$148,346.80
- Positions
- 9
- Cash
- $5,230.11
- Invested
- $206,859.00
- Open P/L
- +$51,961.00
- Positions
- 5
- Cash
- $9,120.00
- Invested
- $119,887.00
- Open P/L
- +$8,797.00
- Positions
- 5
Capital at work
market value currently winning vs losing
$79,610.00
3 holdings in the red
Net open P/L
+$209,104.80
$726,930.80
16 holdings in the green
Trading activity
434 transactions over the past year · drag to rotate
Transactions
434
past year
Active days
150
of 370
Busiest day
5
2025-06-26
Volume traded
$1,037,146.32
gross, signed
Top movers
Top gainers
- AAPL$115,317.00+$38,583.00+50.28%
- MSFT$80,964.00+$36,198.00+80.86%
- VOO$107,709.00+$29,463.00+37.65%
Top losers
- TSLA$26,418.00-$7,532.00-22.19%
- BND$39,096.00-$2,376.00-5.73%
- VNQ$14,096.00-$672.00-4.55%
Total cash
$32,800.43
Total invested
$806,540.80
Total open P/L
+$209,104.80
Unrealized return
+35.00%
Holdings
| Individual••4821 | AAPL Apple Inc | 540 | $142.10 | $115,317.00 | 14.3% | +$38,583.00 | +50.28% |
| Roth IRA••7193 | VOO Vanguard S&P 500 ETF | 210 | $372.60 | $107,709.00 | 13.4% | +$29,463.00 | +37.65% |
| Individual••4821 | VTI Vanguard Total Stock Market ETF | 320 | $214.80 | $90,048.00 | 11.2% | +$21,312.00 | +31.01% |
| Individual••4821 | MSFT Microsoft Corp | 180 | $248.70 | $80,964.00 | 10.0% | +$36,198.00 | +80.86% |
| Individual••4821 | AMZN Amazon.com Inc | 260 | $158.90 | $52,364.00 | 6.5% | +$11,050.00 | +26.75% |
| Traditional IRA••2056 | BND Vanguard Total Bond Market ETF | 540 | $76.80 | $39,096.00 | 4.8% | -$2,376.00 | -5.73% |
| Roth IRA••7193 | QQQM Invesco NASDAQ 100 ETF | 180 | $148.20 | $38,466.00 | 4.8% | +$11,790.00 | +44.20% |
| Individual••4821 | GOOGL Alphabet Inc Class A | 200 | $121.30 | $35,520.00 | 4.4% | +$11,260.00 | +46.41% |
| Individual••4821 | NVDA NVIDIA Corp | 220 | $58.40 | $28,877.20 | 3.6% | +$16,029.20 | +124.76% |
| Individual••4821 | COST Costco Wholesale Corp | 32 | $512.00 | $28,137.60 | 3.5% | +$11,753.60 | +71.74% |
| Traditional IRA••2056 | VXUS Vanguard Total International Stock ETF | 410 | $55.20 | $26,609.00 | 3.3% | +$3,977.00 | +17.57% |
| Individual••4821 | TSLA Tesla Inc | 140 | $242.50 | $26,418.00 | 3.3% | -$7,532.00 | -22.19% |
| Roth IRA••7193 | AVUV Avantis US Small Cap Value ETF | 250 | $78.40 | $24,025.00 | 3.0% | +$4,425.00 | +22.58% |
| Individual••4821 | JPM JPMorgan Chase & Co | 90 | $138.40 | $22,149.00 | 2.7% | +$9,693.00 | +77.82% |
| Traditional IRA••2056 | KO Coca-Cola Co | 300 | $54.70 | $21,390.00 | 2.7% | +$4,980.00 | +30.35% |
| Roth IRA••7193 | FXAIX Fidelity 500 Index Fund | 95 | $152.00 | $18,867.00 | 2.3% | +$4,427.00 | +30.66% |
| Traditional IRA••2056 | VWELX Vanguard Wellington Fund | 380 | $41.60 | $18,696.00 | 2.3% | +$2,888.00 | +18.27% |
| Roth IRA••7193 | SCHD Schwab US Dividend Equity ETF | 640 | $24.90 | $17,792.00 | 2.2% | +$1,856.00 | +11.65% |
| Traditional IRA••2056 | VNQ Vanguard Real Estate ETF | 160 | $92.30 | $14,096.00 | 1.7% | -$672.00 | -4.55% |