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Balance sheet
Take snapshot on date:
8/21/2022
New balance sheet snapshot at 8/21/2022
View snapshot from:
8/16/2022
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Current
Net worth: 6,080
6,080
Assets
Investments
Liabilities
Credit score
Aggregations
Aggregation
Amount
Assets
6,100
Liabilities
20
Net worth
6,080
Invested
5,600
Locked up invested
5,100
Liquid invested
500
Not invested less liabilities
480
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Portfolio allocations
Granularity level: Parent category selector:
0
0Blank
Category
Target allocation
Actual allocation
Amount
NFTs
0%
0%
0
Crypto Tokens
10%
0%
0
Vested employment and ESPP equity and cash
10%
0%
0
Individual stocks
10%
0%
0
Levered equity ETFs
10%
1.79%
100
Equity ETFs and roboadvisor equity
50%
80.36%
4500
Real estate ETFs and roboadvsior real estate
2.5%
0%
0
Bonds and bond ETFs and roboadvisor bonds
5%
17.86%
1000
Gold and gold ETFs
2.5%
0%
0
There are no rows in this table
100%
Sum
5600
Sum
Investment Categories
Reconciliate mismatched investments
Category
Investment
Percentage of investment in category
Amount
NFTs
0
0
Sum
Crypto Tokens
0
0
Sum
Vested employment and ESPP equity and cash
0
0
Sum
Individual stocks
0
0
Sum
Levered equity ETFs
1
TQQQ
100%
100
100
Sum
Equity ETFs and roboadvisor equity
2
SPY
100%
500
Target 2055 Fund
80%
4000
4500
Sum
Real estate ETFs and roboadvsior real estate
0
0
Sum
Bonds and bond ETFs and roboadvisor bonds
1
Target 2055 Fund
20%
1000
1000
Sum
Gold and gold ETFs
0
0
Sum
5600
Sum
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