Exposure
What you really own once funds are looked through. Across 17 stock, fund, retirement and crypto positions worth $1,127,281.
What you really own
NVIDIA Corp. is 14.3% of your book: $124k you hold directly and $37.9k more inside VTI, Vanguard 401(k).
Looks inside your funds and adds it to what you hold directly, across every account.
Largest companies, looked through
Held directlyInside funds- NVIDIA Corp.$162k · 14.3%
- Bitcoin$92.8k · 8.2%
- Apple Inc.$75.7k · 6.7%
- Microsoft$66.2k · 5.9%
- Alphabet$22.1k · 2.0%
- Amazon$21.0k · 1.9%
- Meta$15.1k · 1.3%
- Broadcom$12.8k · 1.1%
- Tesla$11.1k · 1.0%
- Berkshire Hathaway$9,320 · 0.8%
By sector · Technology is 37%
- Technology$421k37%
- Crypto$99.8k9%
- Financials$95.2k8%
- Health care$80.5k7%
- Consumer discretionary$76.9k7%
- Industrials$65.9k6%
- Communication services$65.9k6%
- Funds, not looked through$53.9k5%
- Bonds$41.5k4%
By region
- United States$771k68%
- International$125k11%
- Crypto$99.8k9%
- Unclassified$90.6k8%
- Bonds$41.5k4%
Funds are looked through only where their contents are known; the rest need a fund-holdings data feed. Not looked through yet: $59.4k across 3 holdings (funds and accounts without holding detail).