Overview
Prices as of May 27, 2026, 9:06 AM
Total NAV
$970,138
Allocation
Equities
$747,219
77.0%
Bond funds
$93,669
9.7%
Individual bonds
$50,250
5.2%
Crypto
$35,500
3.7%
Cash
$43,500
4.5%
Equity P&L
$298,798
103.7% on cost
Open options
2
4 total records
Watchlist
5
Manual teaching ideas
Top 10 holdings
| Symbol | Name | Market value | Weight | Tax |
|---|---|---|---|---|
| AMD | ADVANCED MICRO DEVICES | $100,110 | 10.3% | protected |
| AAPL | APPLE INC | $78,045 | 8.0% | taxed |
| GOOG | ALPHABET INC CLASS C | $77,574 | 8.0% | taxed |
| BRK.B | BERKSHIRE HATHAWAY B | $63,086 | 6.5% | taxed |
| MSFT | MICROSOFT CORP | $53,589 | 5.5% | taxed |
| AMZN | AMAZON.COM INC | $48,582 | 5.0% | mixed |
| META | META PLATFORMS INC | $30,624 | 3.2% | taxed |
| JNJ | JOHNSON & JOHNSON | $30,173 | 3.1% | mixed |
| JPM | JPMORGAN CHASE & CO | $29,823 | 3.1% | taxed |
| CAT | CATERPILLAR INC | $27,113 | 2.8% | taxed |