Good evening

Here's what you really own across 2 connected accounts.

Total value

$105,626

Across all accounts

Day change

Accounts

2

IRA · Individual

Holdings

11

Unique symbols across accounts

Portfolio intelligence

What stands out in your portfolio, highest priority first.

View all 12
ConcentrationHighSnapTrade holdings

Bitcoin is your largest single position

One holding makes up 14.0% of everything you own.

14.0% of portfolioView evidence
Hidden overlapHighFund snapshots

FXAIX and SPY hold the same companies

They share 15 of their top 15 holdings, so the second fund is largely the same exposure under a different ticker, not extra diversification.

29.1% of portfolioView evidence
ConcentrationMediumSnapTrade + fund snapshots

Microsoft is your largest company exposure

Counting the shares inside your funds, Microsoft reaches you through 3 routes.

5.4% of portfolioView evidence
Hidden overlapMediumSnapTrade + fund snapshots

Hidden overlap in Microsoft

28.5% of this exposure comes through funds, on top of shares you hold directly.

5.4% · 3 routesView evidence

Allocation

By asset class

$105,626

Total value

  • StocksMSFT, TSLA, NVDA, AAPL, GOOGL$8,8738.4%
  • FundsFXAIX, SPY$30,69829.1%
  • CryptoBTC, ETH, SOL, USDC$28,55527.0%
  • CashIncludes money-market funds$37,50035.5%

Portfolio value history

Last 90 trading days

Top exposures

After looking through funds

All 18
Company / holdingDirect / via fundsTotal
Bitcoin14.0% / 0.0%14.0%
Ethereum6.3% / 0.0%6.3%
Microsoft3.9% / 1.5%5.4%
SOL5.4% / 0.0%5.4%
NVIDIA1.4% / 2.3%3.7%

Fund contents from sample snapshots.

Concentration

How much rides on a few positions

  • Top 3 exposures25.7%
  • Top 5 exposures34.7%
  • Cash35.5%
  • Companies reached 2+ ways14 of 14