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 | |||||
|---|---|---|---|---|---|
Personal13 holdings52.5%−$2,039 | $1,921,907 | 52.5% | — | — | 11.6% |
Example Holdings LLC1 holding19.4%+$644 | $709,471 | 19.4% | +$189k | — | 0.0% |
Retirement accounts6 holdings15.7%−$1,091 | $573,744 | 15.7% | — | $2,030 | 0.0% |
Maple Family Trust3 holdings12.4%+$868 | $453,689 | 12.4% | +$281k | $4,139 | 100% |
| 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 | |||