Portfolio
Every holding across your connected accounts, combined by symbol.
IRA
sandbox •••• 002
$36,775
3 positions · $12,500 cash
Individual
sandbox •••• 001
$68,851
8 positions · $25,000 cash
Holdings
12 symbols · market value = units × price
| Symbol | Type | Accounts | Units | Price | Value | % of portfolio |
|---|---|---|---|---|---|---|
FXAIX Fidelity 500 Index Fund | mutualfund | IRA | 120.5432 | $185.20 | $22,324.60 | 21.1% |
BTC Bitcoin | crypto | Individual | 0.25 | $59,000.00 | $14,750.00 | 14.0% |
SPY State Street SPDR S&P 500 ETF Trust | etf | Individual | 15 | $558.25 | $8,373.75 | 7.9% |
ETH Ethereum | crypto | Individual | 2.5 | $2,650.00 | $6,625.00 | 6.3% |
SOL SOL | crypto | Individual | 40 | $142.00 | $5,680.00 | 5.4% |
MSFT Microsoft Corporation Common Stock | stock | Individual | 10 | $410.00 | $4,100.00 | 3.9% |
SPAXX Fidelity Hereford Street Trust - Fidelity Government Money Market Fund | mutualfundcounted in cash | IRA | 3,500 | $1.00 | $3,500.00 | — |
TSLA Tesla, Inc. | stock | Individual | 8 | $240.00 | $1,920.00 | 1.8% |
USDC USDC | crypto | Individual | 1,500 | $1.00 | $1,500.00 | 1.4% |
NVDA NVIDIA Corporation | stock | IRA | 12 | $120.00 | $1,440.00 | 1.4% |
AAPL Apple Inc. | stock | Individual | 5 | $180.50 | $902.50 | 0.9% |
GOOGL Alphabet Inc. Class A Common Stock | stock | IRA | 3 | $170.00 | $510.00 | 0.5% |
Updated 2:34 AM