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Balance sheet
8/21/2022
New balance sheet snapshot at 8/21/2022
8/16/2022
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Current
Net worth: 6,080
6,080
Assets
Investments
Liabilities
Credit score
Aggregations
Aggregation
Amount
1
Assets
6,100
2
Liabilities
20
3
Net worth
6,080
4
Invested
5,600
5
Locked up invested
5,100
6
Liquid invested
500
7
Not invested less liabilities
480
No results from filter
Portfolio allocations
0
0Blank
Category
Target allocation
Actual allocation
Amount
1
NFTs
0%
0%
0
2
Crypto Tokens
10%
0%
0
3
Vested employment and ESPP equity and cash
10%
0%
0
4
Individual stocks
10%
0%
0
5
Levered equity ETFs
10%
1.79%
100
6
Equity ETFs and roboadvisor equity
50%
80.36%
4500
7
Real estate ETFs and roboadvsior real estate
2.5%
0%
0
8
Bonds and bond ETFs and roboadvisor bonds
5%
17.86%
1000
9
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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