Investments

$184,206 invested, +21.4%.

Diversified across 11 holdings. Prices are delayed 15 minutes in this demo.

Portfolio value

Past year

Allocation

Growth profile
US equity52%
International18%
Bonds14%
Real estate10%
Cash6%

Holdings

Sort by any column

AssetPriceDayValue30 days
VTI
Total Market ETF142 shares
$296.400.8%$42,089
NVX
Novex Semiconductors60 shares
$512.182.4%$30,731
VXUS
Intl Stock ETF480 shares
$68.920.3%$33,082
BND
Total Bond ETF350 shares
$73.640.1%$25,774
RLTY
Realty Income REIT310 shares
$59.401.1%$18,414
SOLR
Solara Energy210 shares
$41.253.9%$8,663

Watchlist

BTC
BitcoinCrypto
$68,4201.9%
GLD
Gold trustCommodity
$238.120.4%
ORBT
Orbital HealthHealthcare
$112.750.7%
KITE
Kite RoboticsIndustrials
$87.302.2%

Sample data for demonstration. Not investment advice.