Portfolio Tracker
Live Updated May 1, 9:35 AM
⚖️ Rebalance 🔧 Debug
Total Value (All Portfolios)
$435,972.08

Main Portfolio

$284,555.30 10 holdings 📈 History
Total Value
$284,555.30
Allocated Value
$109,185.86
Untracked Value
$175,294.03
Cash
$75.41
Target Allocation Sum
100.00%
Snapshot Date
May 3, 2026

Allocated Holdings & Drift

Ticker Price Shares Value Current % Target % Drift % Drift $ Action
VOO
Vanguard S&P 500 ETF
 $662.52 34.0000 $22,525.68 20.63% 20.00% +0.63% +$687.87
VWO
 $58.99 278.0000 $16,399.22 15.02% 15.00% +0.02% +$21.84
VEA
 $68.72 234.0000 $16,080.48 14.73% 15.00% -0.27% -$294.80
SPYM
 $84.83 132.0000 $11,197.56 10.26% 10.00% +0.26% +$283.88
VFMO
 $223.74 50.0000 $11,187.00 10.25% 10.00% +0.25% +$272.96
VB
 $284.82 38.0000 $10,823.16 9.91% 10.00% -0.09% -$98.27
VTIP
 $50.43 105.0000 $5,295.15 4.85% 5.00% -0.15% -$163.78
BNDX
 $47.97 110.0000 $5,276.70 4.83% 5.00% -0.17% -$185.62
BND
Vanguard Total Bond Market ETF
 $73.36 71.0000 $5,208.56 4.77% 5.00% -0.23% -$251.13
IAUM
 $45.95 113.0000 $5,192.35 4.76% 5.00% -0.24% -$262.05
Allocation

Untracked Holdings

These holdings are quoted but not tracked for allocation %

Ticker Price Shares Value Action
VBIL
 $75.47 1,801.0000 $135,921.47
PYPL
 $50.44 234.0000 $11,802.96
BRK-B
 $473.01 20.0000 $9,460.20
GOOG
 $383.22 21.0000 $8,047.62
PGR
 $199.31 20.0000 $3,986.20
VTI
 $355.29 10.0000 $3,552.90
TSPY
 $25.34 85.0000 $2,153.90
UNH
 $368.78 1.0000 $368.78

Cash

Cash holdings are not quoted and not tracked for allocation %

Ticker Shares Value Action
CASH
 — $75.41
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Kathir ROTH IRA

$25,520.21 10 holdings 📈 History
Total Value
$25,520.21
Allocated Value
$25,506.64
Cash
$13.57
Target Allocation Sum
100.00%
Snapshot Date
May 3, 2026

Allocated Holdings & Drift

Ticker Price Shares Value Current % Target % Drift % Drift $ Action
VOO
 $662.52 7.0920 $4,698.59 18.42% 20.00% -1.58% -$403.00
VWO
 $58.99 72.9230 $4,301.73 16.87% 15.00% +1.87% +$476.97
VEA
 $68.72 58.6520 $4,030.57 15.80% 15.00% +0.80% +$204.05
VFMO
 $223.74 12.0870 $2,704.35 10.60% 10.00% +0.60% +$153.04
SPYM
 $84.83 31.3370 $2,658.32 10.42% 10.00% +0.42% +$107.13
VB
 $284.82 8.1120 $2,310.46 9.06% 10.00% -0.94% -$239.76
IAUM
 $45.95 29.0000 $1,332.55 5.22% 5.00% +0.22% +$56.11
BNDX
International Bond ETF
 $47.97 24.9310 $1,195.94 4.69% 5.00% -0.31% -$79.07
VTIP
 $50.43 22.6070 $1,140.07 4.47% 5.00% -0.53% -$135.19
BND
US Bond market
 $73.36 15.4590 $1,134.07 4.45% 5.00% -0.55% -$140.29
Allocation

Cash

Cash holdings are not quoted and not tracked for allocation %

Ticker Shares Value Action
CASH
 — $13.57
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Manjula ROTH IRA

$23,757.11 10 holdings 📈 History
Total Value
$23,757.11
Allocated Value
$23,757.11
Target Allocation Sum
100.00%
Snapshot Date
May 3, 2026

Allocated Holdings & Drift

Ticker Price Shares Value Current % Target % Drift % Drift $ Action
VOO
 $662.52 7.3290 $4,855.61 20.44% 20.00% +0.44% +$104.53
VWO
 $58.99 59.8060 $3,527.96 14.85% 15.00% -0.15% -$35.64
VEA
 $68.72 50.5150 $3,471.39 14.61% 15.00% -0.39% -$92.65
VFMO
 $223.74 11.3510 $2,539.67 10.69% 10.00% +0.69% +$163.92
SPYM
 $84.83 28.7170 $2,436.06 10.25% 10.00% +0.25% +$59.39
VB
 $284.82 8.4370 $2,403.03 10.11% 10.00% +0.11% +$26.13
VTIP
 $50.43 23.2120 $1,170.58 4.93% 5.00% -0.07% -$16.63
BND
 $73.36 15.5100 $1,137.81 4.79% 5.00% -0.21% -$49.89
BNDX
 $47.97 23.7140 $1,137.56 4.79% 5.00% -0.21% -$49.89
IAUM
 $45.95 23.4480 $1,077.44 4.54% 5.00% -0.46% -$109.28
Allocation
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Chase portfolio

$102,139.46 1 holdings 📈 History
Total Value
$102,139.46
Allocated Value
$13,287.48
Untracked Value
$87,430.86
Cash
$1,421.12
Target Allocation Sum
100.00%
Snapshot Date
May 3, 2026

Allocated Holdings & Drift

Ticker Price Shares Value Current % Target % Drift % Drift $ Action
VOO
 $662.52 20.0560 $13,287.48 100.00% 100.00% 0.00% -$0.00
Allocation

Untracked Holdings

These holdings are quoted but not tracked for allocation %

Ticker Price Shares Value Action
SGOV
 $100.41 870.7386 $87,430.86

Cash

Cash holdings are not quoted and not tracked for allocation %

Ticker Shares Value Action
CASH
 — $1,421.12
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Add Holding

Allocated: Contributes to rebalancing calculations and allocation %
Untracked: Quotes are fetched but not tracked for allocation % or drift
Cash: No price quotes, just a value entry for cash holdings

Unique identifier for this holding (e.g., ticker symbol or account name)

Human-friendly description of this holding

Number of shares/units you own

Desired weight of this holding in your portfolio. All allocated holdings should sum to 100%.

Portfolio Management

Main Portfolio Main investment portfolio
Kathir ROTH IRA Held in ETRADE
Manjula ROTH IRA Held in fidelity
Chase portfolio Brokerage account held in Chase Bank