Overview
Prices as of Jun 10, 2026, 3:00 PM
Total NAV
$937,144
Allocation
Equities
$714,658
76.3%
Bond funds
$93,237
9.9%
Individual bonds
$50,250
5.4%
Crypto
$35,500
3.8%
Cash
$43,500
4.6%
Equity P&L
$277,093
96.1% 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 | $90,480 | 9.7% | protected |
| AAPL | APPLE INC | $72,895 | 7.8% | taxed |
| GOOG | ALPHABET INC CLASS C | $70,664 | 7.5% | taxed |
| BRK.B | BERKSHIRE HATHAWAY B | $62,878 | 6.7% | taxed |
| MSFT | MICROSOFT CORP | $51,657 | 5.5% | taxed |
| AMZN | AMAZON.COM INC | $42,840 | 4.6% | mixed |
| JNJ | JOHNSON & JOHNSON | $31,004 | 3.3% | mixed |
| JPM | JPMORGAN CHASE & CO | $30,914 | 3.3% | taxed |
| META | META PLATFORMS INC | $28,549 | 3.0% | taxed |
| CAT | CATERPILLAR INC | $25,685 | 2.7% | taxed |