Holdings
$2,414,326$3.66M owned · $1.24M owed
Click any figure, or press i on a row, to see where its value comes from.
| Owned · $3,658,81123 positions−$1,618today | ||||||
|---|---|---|---|---|---|---|
Primary ResidenceReal estate44.5%−$2,765 | $1,628,693 | 44.5% | −$2,765 | +$379k | — | — |
Rental CondoReal estate · Example Holdings LLC19.4%+$644 | $709,471 | 19.4% | +$644 | +$189k | — | — |
Vanguard 401(k)Retirement · Retirement accountsOne balance11.4%−$1,091 | $415,354 | 11.4% | −$1,091 | +$191k | −15.7 pts | — |
VTI · Vanguard Total Stock Market ETF2 accounts9.8%−$1,196 | $358,205 | 9.8% | −$1,196 | +$174k | +2.4 pts | 1.3% |
NVIDIA Corp.Fidelity Brokerage ...44173.4%+$2,249 | $123,669 | 3.4% | +$2,249 | +$116k | — | 0.0% |
Marcus High-Yield SavingsCash3.2%+$11 | $116,473 | 3.2% | +$11 | — | — | — |
BitcoinCrypto2.5%+$2,028 | $92,828 | 2.5% | +$2,028 | +$77.0k | +416.7 pts | — |
Apple Inc.Fidelity Brokerage ...55121.1%−$185 | $39,592 | 1.1% | −$185 | +$27.6k | +97.2 pts | 0.6% |
Model YVehicles0.9%−$25 | $33,764 | 0.9% | −$25 | −$24.2k | — | — |
Microsoft Corp.Roth IRA0.9% | $31,220 | 0.9% | — | +$25.1k | +262.6 pts | 0.4% |
Vanguard Total International Stock ETFRoth IRA0.8% | $30,232 | 0.8% | — | +$11.3k | — | 1.3% |
Angel — Seed RoundPrivate0.8%+$3 | $29,567 | 0.8% | +$3 | +$4,567 | — | — |
Vanguard Total Bond Market ETFRoth IRA0.6% | $23,624 | 0.6% | — | +$6,214 | — | 2.6% |
Chase Total CheckingCash0.4%−$1,224 | $13,562 | 0.4% | −$1,224 | — | — | — |
EthereumCrypto0.2%−$67 | $6,125 | 0.2% | −$67 | +$3,125 | +1.4 pts | — |
Cash & money market sweepRoth IRA0.2% | $5,537 | 0.2% | — | — | — | — |
6 small positionseach under 0.1% of assets0.0%$0 | $895 | 0.0% | $0 | — | — | — |
| Owed · $1,244,4855 positions−$390todayAll loans · Credit lines | ||||||
Home Mortgage3.00% · $2,193/mo est. interest only · secured by Primary Residence3.00% · $2,193/mo est. interest only · secured by Primary Residence | $877,297 | 3.00% · $2,193/mo est. interest only · secured by Primary Residence | ||||
Rental Mortgage6.55% · $1,930/mo est. interest only · secured by Rental Condo6.55% · $1,930/mo est. interest only · secured by Rental Condo | $353,644 | 6.55% · $1,930/mo est. interest only · secured by Rental Condo | ||||
Auto Loan4.90% · $753/mo4.90% · $753/mo | $10,953 | 4.90% · $753/mo | ||||
Amex Platinumrate not enteredrate not entered | $2,251 | rate not entered | ||||
Joint Checkingrate not enteredrate not entered | $340 | rate not entered | ||||