Portfolio value
$775,000.00
Mark-to-market as of today
Change (30d)
1.6%
Weighted by position size
Top mover
U.S. Equity ETF
3.2%
Holdings
Balances synced from custodial accounts
| Holding | Asset class | Allocation | Value | Change (30d) |
|---|---|---|---|---|
| U.S. Equity ETF | Equities | 45.0% | $340,000.00 | 3.2% |
| International ETF | Equities | 20.0% | $150,000.00 | 1.4% |
| Corporate Bonds | Fixed Income | 25.0% | $200,000.00 | -0.3% |
| Money Market | Cash | 10.0% | $85,000.00 | 0.1% |
Allocation
Targets monitored daily
Equities45.0%
Equities20.0%
Fixed Income25.0%
Cash10.0%