Total Net Worth
$4,285,000
↑ $42,500 (1.00%) Today
Asset Allocation
⋮
Equities
58%
Fixed Income
22%
Alternatives
12%
Cash
8%
Market Snapshot
⋮
S&P 500
5,693.42
+1.2%
DOW
42,115.80
+0.8%
NASDAQ
17,890.15
+1.4%
GOLD
$3,142.10
-0.2%
Top Holdings
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| Asset | Shares/Units | Price | Total Value | Today's Gain/Loss |
|---|---|---|---|---|
|
AAPL
AAPL
Apple Inc.
|
1,500.00 | $228.45 | $342,675.00 | +$4,250.00 |
|
MSFT
MSFT
Microsoft Corp.
|
850.00 | $415.80 | $353,430.00 | +$3,100.00 |
|
NVDA
NVDA
NVIDIA Corp.
|
1,200.00 | $145.20 | $174,240.00 | +$5,800.00 |
|
BRK.B
BRK.B
Berkshire Hathaway
|
450.00 | $462.10 | $207,945.00 | -$450.00 |
|
AGG
AGG
iShares Core US Bond
|
2,100.00 | $98.50 | $206,850.00 | +$125.00 |
Monthly Cash Flow
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Monthly Surplus
$14,250
Tax Intelligence
3 Opportunities
Roth Conversion Window
Market dip presents optimal $45k conversion opportunity from Traditional IRA.
Tax Loss Harvesting Possible
$12,400 in unrealized losses identified in Taxable Account A to offset gains.
Charitable Deduction Limit
You have $5,000 remaining in optimal DAF funding for current tax year.