Total Value Live
$184,620
+$1,247 (+0.68%) today
Day Change
+0.68%
S&P 500: +0.52%
YTD Return
+4.17%
Benchmark: +5.81%
Drift Status Normal
Within Bands
Max drift: 1.8% (Bonds)
90-Day Performance
Asset Allocation
US Equity 42%
Intl Equity 20%
Growth 18%
Bonds 12%
Cash 8%
Top Holdings
Symbol Shares Price Value Change
SPY
S&P 500 ETF
95 $510.32 $48,480 +0.54%
IEFA
Intl Developed Markets
420 $78.15 $32,823 +0.37%
VGT
Info Technology ETF
55 $582.70 $32,049 +1.22%
VYM
High Dividend Yield
210 $125.80 $26,418 -0.12%
AGG
Core US Aggregate Bond
240 $98.45 $23,628 +0.03%
SHV
Short Treasury Bond
190 $110.12 $20,923 +0.01%
Linked Accounts All Synced
Recent Alerts
Schwab sync completed — 38 positions updated
2 hours ago
Bond allocation approaching lower drift band (1.8%)
Yesterday
Monthly spending report ready for review
3 days ago
FIRE Projection On Track
Target Age
58
22 years remaining
Projected Portfolio at 58
$1.6M
7% real return assumed
FIRE Number
$1.4M
114% funded at target