Your portfolio

Analytics

Your portfolio at a glance

Total value

$62,170.44

Across all holdings

Holdings

4

Your complete portfolio

Largest holding

401(k)

49.9% of portfolio

Equity exposure

79.0%

U.S. and international equities

Portfolio performance

Portfolio history · based on market-data snapshots

Aug 25Sep 2Sep 10Sep 18Sep 25

Allocation

Where your money is invested

401(k): 49.9%AMD: 27.3%HYSA: 16.1%AAPL: 6.7%
$62K
Total
  • 401(k)50%
  • AMD27%
  • HYSA16%
  • AAPL7%

Holdings breakdown

Every holding, ranked by value

InvestmentValue
  • 401

    401(k)

    retirement

    $31,050.00
  • AMD

    AMD

    stocks

    $16,994.70
  • HYS

    HYSA

    cash

    $9,980.82
  • AAP

    AAPL

    stocks

    $4,144.92

Look-through exposure

What your holdings contain · estimated fund mix

us equity61%
intl equity18%
cash16.1%
bonds5%