Portfolio Snapshots Debug

Main Portfolio

Main PortfolioKathir ROTH IRAManjula ROTH IRAChase portfolio
Portfolio Snapshot Analysis:
19 holdings in this portfolio
29 distinct snapshot dates
Snapshot Data by Holding & Date
Ticker Date Price Total Value Shares
BND 2026-05-01 $73.36 $5,208.56 71.0000
BNDX 2026-05-01 $47.97 $5,276.70 110.0000
BRK-B 2026-05-01 $473.01 $9,460.20 20.0000
CASH 2026-05-01 $1.00 $75.41 75.4100
GOOG 2026-05-01 $383.22 $8,047.62 21.0000
IAUM 2026-05-01 $45.95 $5,192.35 113.0000
PGR 2026-05-01 $199.31 $3,986.20 20.0000
PYPL 2026-05-01 $50.44 $11,802.96 234.0000
SPYM 2026-05-01 $84.83 $11,197.56 132.0000
TSPY 2026-05-01 $25.34 $2,153.90 85.0000
UNH 2026-05-01 $368.78 $368.78 1.0000
VB 2026-05-01 $284.82 $10,823.16 38.0000
VBIL 2026-05-01 $75.47 $135,921.47 1,801.0000
VEA 2026-05-01 $68.72 $16,080.48 234.0000
VFMO 2026-05-01 $223.74 $11,187.00 50.0000
VOO 2026-05-01 $662.52 $22,525.68 34.0000
VTI 2026-05-01 $355.29 $3,552.90 10.0000
VTIP 2026-05-01 $50.43 $5,295.15 105.0000
VWO 2026-05-01 $58.99 $16,399.22 278.0000
BND 2026-04-30 $73.50 $5,218.50 71.0000
BNDX 2026-04-30 $48.05 $5,285.50 110.0000
BRK-B 2026-04-30 $473.60 $9,472.00 20.0000
CASH 2026-04-30 $1.00 $75.41 75.4100
GOOG 2026-04-30 $381.94 $8,020.74 21.0000
IAUM 2026-04-30 $45.98 $5,195.74 113.0000
PGR 2026-04-30 $201.28 $4,025.60 20.0000
PYPL 2026-04-30 $50.14 $11,732.76 234.0000
SPYM 2026-04-30 $84.56 $11,161.92 132.0000
TSPY 2026-04-30 $25.27 $2,147.95 85.0000
UNH 2026-04-30 $370.48 $370.48 1.0000
VB 2026-04-30 $284.39 $10,806.82 38.0000
VBIL 2026-04-30 $75.66 $136,263.66 1,801.0000
VEA 2026-04-30 $68.80 $16,099.20 234.0000
VFMO 2026-04-30 $223.87 $11,193.50 50.0000
VOO 2026-04-30 $660.58 $22,459.72 34.0000
VTI 2026-04-30 $354.18 $3,541.80 10.0000
VTIP 2026-04-30 $50.36 $5,287.80 105.0000
VWO 2026-04-30 $58.93 $16,382.54 278.0000
BND 2026-04-29 $73.49 $5,217.79 71.0000
BNDX 2026-04-29 $47.93 $5,272.30 110.0000
BRK-B 2026-04-29 $476.50 $9,530.00 20.0000
CASH 2026-04-29 $1.00 $75.41 75.4100
GOOG 2026-04-29 $349.21 $7,333.41 21.0000
IAUM 2026-04-29 $45.28 $5,116.08 113.0000
PGR 2026-04-29 $201.26 $4,025.30 20.0000
PYPL 2026-04-29 $49.93 $11,682.68 234.0000
SPYM 2026-04-29 $83.68 $11,045.10 132.0000
TSPY 2026-04-29 $25.00 $2,125.42 85.0000
UNH 2026-04-29 $367.38 $367.38 1.0000
VB 2026-04-29 $279.32 $10,613.97 38.0000
VBIL 2026-04-29 $75.66 $136,254.66 1,801.0000
VEA 2026-04-29 $67.32 $15,754.05 234.0000
VFMO 2026-04-29 $217.84 $10,892.00 50.0000
VOO 2026-04-29 $653.56 $22,221.21 34.0000
VTI 2026-04-29 $349.98 $3,499.78 10.0000
VTIP 2026-04-29 $50.36 $5,287.80 105.0000
VWO 2026-04-29 $58.18 $16,174.04 278.0000
BND 2026-04-28 $73.72 $5,234.12 71.0000
BNDX 2026-04-28 $48.00 $5,280.00 110.0000
BRK-B 2026-04-28 $478.16 $9,563.20 20.0000
CASH 2026-04-28 $1.00 $75.41 75.4100
GOOG 2026-04-28 $347.50 $7,297.50 21.0000
IAUM 2026-04-28 $45.80 $5,175.40 113.0000
PGR 2026-04-28 $203.03 $4,060.60 20.0000
PYPL 2026-04-28 $49.64 $11,615.76 234.0000
SPYM 2026-04-28 $83.76 $11,056.32 132.0000
TSPY 2026-04-28 $25.07 $2,130.95 85.0000
UNH 2026-04-28 $366.77 $366.77 1.0000
VB 2026-04-28 $280.63 $10,663.94 38.0000
VBIL 2026-04-28 $75.64 $136,227.64 1,801.0000
VEA 2026-04-28 $67.73 $15,848.82 234.0000
VFMO 2026-04-28 $218.29 $10,914.50 50.0000
VOO 2026-04-28 $654.26 $22,244.84 34.0000
VTI 2026-04-28 $350.63 $3,506.30 10.0000
VTIP 2026-04-28 $50.37 $5,288.85 105.0000
VWO 2026-04-28 $58.32 $16,212.96 278.0000
BND 2026-04-27 $73.74 $5,235.54 71.0000
BNDX 2026-04-27 $48.05 $5,285.50 110.0000
BRK-B 2026-04-27 $472.81 $9,456.20 20.0000
CASH 2026-04-27 $1.00 $75.41 75.4100
GOOG 2026-04-27 $348.52 $7,318.92 21.0000
IAUM 2026-04-27 $46.65 $5,271.45 113.0000
PGR 2026-04-27 $201.98 $4,039.60 20.0000
PYPL 2026-04-27 $49.77 $11,646.18 234.0000
SPYM 2026-04-27 $84.17 $11,110.44 132.0000
TSPY 2026-04-27 $25.13 $2,136.05 85.0000
UNH 2026-04-27 $354.69 $354.69 1.0000
VB 2026-04-27 $283.57 $10,775.66 38.0000
VBIL 2026-04-27 $75.63 $136,209.63 1,801.0000
VEA 2026-04-27 $68.07 $15,928.38 234.0000
VFMO 2026-04-27 $221.63 $11,081.50 50.0000
VOO 2026-04-27 $657.50 $22,355.00 34.0000
VTI 2026-04-27 $352.53 $3,525.30 10.0000
VTIP 2026-04-27 $50.38 $5,289.90 105.0000
VWO 2026-04-27 $58.73 $16,326.94 278.0000
BND 2026-04-26 $73.86 $5,244.06 71.0000
BNDX 2026-04-26 $48.17 $5,298.70 110.0000
BRK-B 2026-04-26 $469.32 $9,386.40 20.0000
CASH 2026-04-26 $1.00 $75.41 75.4100
GOOG 2026-04-26 $342.32 $7,188.72 21.0000
IAUM 2026-04-26 $47.03 $5,314.39 113.0000
PGR 2026-04-26 $200.89 $4,017.80 20.0000
PYPL 2026-04-26 $50.48 $11,812.32 234.0000
SPYM 2026-04-26 $84.03 $11,091.96 132.0000
TSPY 2026-04-26 $25.16 $2,138.60 85.0000
UNH 2026-04-26 $354.92 $354.92 1.0000
VB 2026-04-26 $283.40 $10,769.20 38.0000
VBIL 2026-04-26 $75.63 $136,209.63 1,801.0000
VEA 2026-04-26 $68.14 $15,944.76 234.0000
VFMO 2026-04-26 $221.74 $11,087.00 50.0000
VOO 2026-04-26 $656.42 $22,318.28 34.0000
VTI 2026-04-26 $352.05 $3,520.50 10.0000
VTIP 2026-04-26 $50.34 $5,285.70 105.0000
VWO 2026-04-26 $59.02 $16,407.56 278.0000
BND 2026-04-24 $73.82 $5,240.94 71.0000
BNDX 2026-04-24 $48.12 $5,293.75 110.0000
BRK-B 2026-04-24 $468.82 $9,376.40 20.0000
CASH 2026-04-24 $1.00 $75.41 75.4100
GOOG 2026-04-24 $336.07 $7,057.47 21.0000
IAUM 2026-04-24 $47.06 $5,317.22 113.0000
PGR 2026-04-24 $201.21 $4,024.20 20.0000
PYPL 2026-04-24 $49.67 $11,622.78 234.0000
SPYM 2026-04-24 $83.76 $11,056.98 132.0000
TSPY 2026-04-24 $25.03 $2,127.55 85.0000
UNH 2026-04-24 $353.23 $353.23 1.0000
VB 2026-04-24 $282.91 $10,750.58 38.0000
VBIL 2026-04-24 $75.64 $136,220.44 1,801.0000
VEA 2026-04-24 $67.84 $15,875.73 234.0000
VFMO 2026-04-24 $220.92 $11,046.00 50.0000
VOO 2026-04-24 $654.22 $22,243.48 34.0000
VTI 2026-04-24 $351.00 $3,510.01 10.0000
VTIP 2026-04-24 $50.30 $5,280.98 105.0000
VWO 2026-04-24 $58.79 $16,343.62 278.0000
BND 2026-04-23 $73.73 $5,234.83 71.0000
BNDX 2026-04-23 $48.09 $5,289.90 110.0000
BRK-B 2026-04-23 $470.55 $9,411.00 20.0000
CASH 2026-04-23 $1.00 $75.41 75.4100
GOOG 2026-04-23 $337.75 $7,092.75 21.0000
IAUM 2026-04-23 $46.79 $5,287.27 113.0000
PGR 2026-04-23 $205.33 $4,106.60 20.0000
PYPL 2026-04-23 $49.75 $11,641.50 234.0000
SPYM 2026-04-23 $83.38 $11,006.16 132.0000
TSPY 2026-04-23 $24.94 $2,119.90 85.0000
UNH 2026-04-23 $354.56 $354.56 1.0000
VB 2026-04-23 $283.25 $10,763.50 38.0000
VBIL 2026-04-23 $75.61 $136,173.61 1,801.0000
VEA 2026-04-23 $67.69 $15,839.46 234.0000
VFMO 2026-04-23 $220.75 $11,037.50 50.0000
VOO 2026-04-23 $651.26 $22,142.84 34.0000
VTI 2026-04-23 $349.80 $3,498.00 10.0000
VTIP 2026-04-23 $50.24 $5,275.20 105.0000
VWO 2026-04-23 $57.92 $16,101.76 278.0000
BND 2026-04-22 $73.86 $5,244.06 71.0000
BNDX 2026-04-22 $48.18 $5,299.80 110.0000
BRK-B 2026-04-22 $465.40 $9,308.00 20.0000
CASH 2026-04-22 $1.00 $75.41 75.4100
GOOG 2026-04-22 $337.73 $7,092.33 21.0000
IAUM 2026-04-22 $47.24 $5,338.12 113.0000
PGR 2026-04-22 $202.71 $4,054.20 20.0000
PYPL 2026-04-22 $51.22 $11,985.48 234.0000
SPYM 2026-04-22 $83.72 $11,051.04 132.0000
TSPY 2026-04-22 $25.03 $2,127.55 85.0000
UNH 2026-04-22 $353.52 $353.52 1.0000
VB 2026-04-22 $284.28 $10,802.64 38.0000
VBIL 2026-04-22 $75.60 $136,155.60 1,801.0000
VEA 2026-04-22 $68.35 $15,993.90 234.0000
VFMO 2026-04-22 $220.81 $11,040.50 50.0000
VOO 2026-04-22 $653.90 $22,232.60 34.0000
VTI 2026-04-22 $351.22 $3,512.20 10.0000
VTIP 2026-04-22 $50.17 $5,267.85 105.0000
VWO 2026-04-22 $58.76 $16,335.28 278.0000
BND 2026-04-21 $73.78 $5,238.38 71.0000
BNDX 2026-04-21 $48.10 $5,291.00 110.0000
BRK-B 2026-04-21 $468.50 $9,370.00 20.0000
CASH 2026-04-21 $1.00 $75.41 75.4100
GOOG 2026-04-21 $330.47 $6,939.87 21.0000
IAUM 2026-04-21 $46.62 $5,268.06 113.0000
PGR 2026-04-21 $207.50 $4,150.00 20.0000
PYPL 2026-04-21 $50.88 $11,905.92 234.0000
SPYM 2026-04-21 $82.87 $10,938.84 132.0000
TSPY 2026-04-21 $24.78 $2,106.30 85.0000
UNH 2026-04-21 $346.01 $346.01 1.0000
VB 2026-04-21 $284.17 $10,798.46 38.0000
VBIL 2026-04-21 $75.59 $136,137.59 1,801.0000
VEA 2026-04-21 $67.82 $15,869.88 234.0000
VFMO 2026-04-21 $218.79 $10,939.50 50.0000
VOO 2026-04-21 $647.25 $22,006.50 34.0000
VTI 2026-04-21 $347.84 $3,478.40 10.0000
VTIP 2026-04-21 $50.14 $5,264.70 105.0000
VWO 2026-04-21 $58.20 $16,179.60 278.0000
BND 2026-04-20 $74.04 $5,256.56 71.0000
BNDX 2026-04-20 $48.27 $5,309.70 110.0000
BRK-B 2026-04-20 $474.59 $9,491.80 20.0000
CASH 2026-04-20 $1.00 $75.41 75.4100
GOOG 2026-04-20 $337.81 $7,094.01 21.0000
IAUM 2026-04-20 $48.06 $5,430.22 113.0000
PGR 2026-04-20 $202.65 $4,053.00 20.0000
PYPL 2026-04-20 $50.82 $11,891.88 234.0000
SPYM 2026-04-20 $83.46 $11,017.38 132.0000
TSPY 2026-04-20 $24.90 $2,116.50 85.0000
UNH 2026-04-20 $324.98 $324.98 1.0000
VB 2026-04-20 $283.97 $10,790.86 38.0000
VBIL 2026-04-20 $75.58 $136,119.58 1,801.0000
VEA 2026-04-20 $69.18 $16,188.12 234.0000
VFMO 2026-04-20 $219.94 $10,997.25 50.0000
VOO 2026-04-20 $651.91 $22,164.91 34.0000
VTI 2026-04-20 $350.06 $3,500.60 10.0000
VTIP 2026-04-20 $50.18 $5,268.38 105.0000
VWO 2026-04-20 $58.82 $16,351.96 278.0000
BND 2026-04-19 $74.06 $5,258.26 71.0000
BNDX 2026-04-19 $48.33 $5,316.30 110.0000
BRK-B 2026-04-19 $474.58 $9,491.60 20.0000
CASH 2026-04-19 $1.00 $75.41 75.4100
GOOG 2026-04-19 $339.40 $7,127.40 21.0000
IAUM 2026-04-19 $48.39 $5,468.07 113.0000
PGR 2026-04-19 $202.58 $4,051.60 20.0000
PYPL 2026-04-19 $50.81 $11,889.54 234.0000
SPYM 2026-04-19 $83.58 $11,032.56 132.0000
TSPY 2026-04-19 $24.97 $2,122.45 85.0000
UNH 2026-04-19 $324.63 $324.63 1.0000
VB 2026-04-19 $284.67 $10,817.46 38.0000
VBIL 2026-04-19 $75.57 $136,101.57 1,801.0000
VEA 2026-04-19 $69.63 $16,293.42 234.0000
VFMO 2026-04-19 $220.18 $11,009.00 50.0000
VOO 2026-04-19 $652.78 $22,194.52 34.0000
VTI 2026-04-19 $350.53 $3,505.30 10.0000
VTIP 2026-04-19 $50.16 $5,266.80 105.0000
VWO 2026-04-19 $59.18 $16,452.04 278.0000
BND 2026-04-18 $74.06 $5,258.26 71.0000
BNDX 2026-04-18 $48.33 $5,316.30 110.0000
BRK-B 2026-04-18 $474.58 $9,491.60 20.0000
CASH 2026-04-18 $1.00 $75.41 75.4100
GOOG 2026-04-18 $339.40 $7,127.40 21.0000
IAUM 2026-04-18 $48.39 $5,468.07 113.0000
PGR 2026-04-18 $202.58 $4,051.60 20.0000
PYPL 2026-04-18 $50.81 $11,889.54 234.0000
SPYM 2026-04-18 $83.58 $11,032.56 132.0000
TSPY 2026-04-18 $24.97 $2,122.45 85.0000
UNH 2026-04-18 $324.63 $324.63 1.0000
VB 2026-04-18 $284.67 $10,817.46 38.0000
VBIL 2026-04-18 $75.57 $136,101.57 1,801.0000
VEA 2026-04-18 $69.63 $16,293.42 234.0000
VFMO 2026-04-18 $220.18 $11,009.00 50.0000
VOO 2026-04-18 $652.78 $22,194.52 34.0000
VTI 2026-04-18 $350.53 $3,505.30 10.0000
VTIP 2026-04-18 $50.16 $5,266.80 105.0000
VWO 2026-04-18 $59.18 $16,452.04 278.0000
BND 2026-04-17 $74.08 $5,259.32 71.0000
BNDX 2026-04-17 $48.36 $5,319.05 110.0000
BRK-B 2026-04-17 $476.91 $9,538.18 20.0000
CASH 2026-04-17 $1.00 $75.41 75.4100
GOOG 2026-04-17 $334.43 $7,023.03 21.0000
IAUM 2026-04-17 $48.35 $5,463.55 113.0000
PGR 2026-04-17 $205.41 $4,108.20 20.0000
PYPL 2026-04-17 $50.37 $11,786.58 234.0000
SPYM 2026-04-17 $83.20 $10,983.06 132.0000
TSPY 2026-04-17 $24.80 $2,108.00 85.0000
UNH 2026-04-17 $319.91 $319.91 1.0000
VB 2026-04-17 $283.34 $10,767.11 38.0000
VBIL 2026-04-17 $75.58 $136,119.58 1,801.0000
VEA 2026-04-17 $69.71 $16,312.14 234.0000
VFMO 2026-04-17 $218.88 $10,944.00 50.0000
VOO 2026-04-17 $649.91 $22,096.94 34.0000
VTI 2026-04-17 $348.99 $3,489.90 10.0000
VTIP 2026-04-17 $50.16 $5,267.01 105.0000
VWO 2026-04-17 $59.18 $16,453.43 278.0000
BND 2026-04-16 $73.94 $5,250.10 71.0000
BNDX 2026-04-16 $48.19 $5,300.90 110.0000
BRK-B 2026-04-16 $474.49 $9,489.80 20.0000
CASH 2026-04-16 $1.00 $75.41 75.4100
GOOG 2026-04-16 $334.36 $7,021.56 21.0000
IAUM 2026-04-16 $48.04 $5,428.52 113.0000
PGR 2026-04-16 $200.71 $4,014.20 20.0000
PYPL 2026-04-16 $49.41 $11,561.94 234.0000
SPYM 2026-04-16 $82.51 $10,891.32 132.0000
TSPY 2026-04-16 $24.65 $2,095.00 85.0000
UNH 2026-04-16 $313.91 $313.91 1.0000
VB 2026-04-16 $279.94 $10,637.72 38.0000
VBIL 2026-04-16 $75.56 $136,074.56 1,801.0000
VEA 2026-04-16 $68.97 $16,138.98 234.0000
VFMO 2026-04-16 $216.12 $10,806.25 50.0000
VOO 2026-04-16 $644.51 $21,913.31 34.0000
VTI 2026-04-16 $345.96 $3,459.65 10.0000
VTIP 2026-04-16 $50.16 $5,266.80 105.0000
VWO 2026-04-16 $58.16 $16,168.48 278.0000
BND 2026-04-15 $73.91 $5,247.54 71.0000
BNDX 2026-04-15 $48.15 $5,296.72 110.0000
BRK-B 2026-04-15 $477.40 $9,548.00 20.0000
CASH 2026-04-15 $1.00 $75.41 75.4100
GOOG 2026-04-15 $330.36 $6,937.56 21.0000
IAUM 2026-04-15 $48.02 $5,426.82 113.0000
PGR 2026-04-15 $198.15 $3,963.00 20.0000
PYPL 2026-04-15 $48.33 $11,309.22 234.0000
SPYM 2026-04-15 $81.89 $10,809.48 132.0000
TSPY 2026-04-15 $24.49 $2,081.65 85.0000
UNH 2026-04-15 $315.08 $315.08 1.0000
VB 2026-04-15 $278.35 $10,577.30 38.0000
VBIL 2026-04-15 $75.54 $136,056.54 1,801.0000
VEA 2026-04-15 $68.60 $16,051.23 234.0000
VFMO 2026-04-15 $216.48 $10,824.00 50.0000
VOO 2026-04-15 $639.60 $21,746.40 34.0000
VTI 2026-04-15 $343.36 $3,433.56 10.0000
VTIP 2026-04-15 $50.16 $5,266.80 105.0000
VWO 2026-04-15 $57.94 $16,108.71 278.0000
BND 2026-04-14 $73.98 $5,252.58 71.0000
BNDX 2026-04-14 $48.22 $5,304.20 110.0000
BRK-B 2026-04-14 $477.54 $9,550.80 20.0000
CASH 2026-04-14 $1.00 $75.41 75.4100
GOOG 2026-04-14 $330.58 $6,942.18 21.0000
IAUM 2026-04-14 $48.29 $5,456.77 113.0000
PGR 2026-04-14 $196.59 $3,931.80 20.0000
PYPL 2026-04-14 $47.97 $11,224.98 234.0000
SPYM 2026-04-14 $81.74 $10,789.68 132.0000
TSPY 2026-04-14 $24.40 $2,074.00 85.0000
UNH 2026-04-14 $314.19 $314.19 1.0000
VB 2026-04-14 $278.24 $10,573.12 38.0000
VBIL 2026-04-14 $75.54 $136,047.54 1,801.0000
VEA 2026-04-14 $68.89 $16,120.26 234.0000
VFMO 2026-04-14 $216.50 $10,825.00 50.0000
VOO 2026-04-14 $638.35 $21,703.90 34.0000
VTI 2026-04-14 $342.65 $3,426.50 10.0000
VTIP 2026-04-14 $50.16 $5,266.80 105.0000
VWO 2026-04-14 $57.98 $16,118.44 278.0000
BND 2026-04-13 $73.64 $4,565.68 71.0000
BNDX 2026-04-13 $47.94 $4,601.76 110.0000
BRK-B 2026-04-13 $479.11 $9,582.20 20.0000
CASH 2026-04-13 $1.00 $139.82 75.4100
GOOG 2026-04-13 $316.94 $6,655.74 21.0000
IAUM 2026-04-13 $46.91 $4,784.82 113.0000
PGR 2026-04-13 $196.83 $3,936.66 20.0000
PYPL 2026-04-13 $46.44 $10,866.96 234.0000
SPYM 2026-04-13 $80.02 $8,081.52 132.0000
TSPY 2026-04-13 $24.04 $2,043.40 85.0000
UNH 2026-04-13 $307.40 $307.40 1.0000
VB 2026-04-13 $272.74 $9,545.72 38.0000
VBIL 2026-04-13 $75.54 $145,641.12 1,801.0000
VEA 2026-04-13 $67.44 $15,172.88 234.0000
VFMO 2026-04-13 $212.36 $10,618.25 50.0000
VOO 2026-04-13 $624.97 $18,124.19 34.0000
VTI 2026-04-13 $335.44 $3,354.45 10.0000
VTIP 2026-04-13 $50.08 $4,657.90 105.0000
VWO 2026-04-13 $56.70 $15,026.82 278.0000
BND 2026-04-10 $73.64 $4,565.68 71.0000
BNDX 2026-04-10 $48.00 $4,608.00 110.0000
BRK-B 2026-04-10 $479.90 $9,598.00 20.0000
CASH 2026-04-10 $1.00 $139.82 75.4100
GOOG 2026-04-10 $315.72 $6,630.12 21.0000
IAUM 2026-04-10 $47.42 $4,836.84 113.0000
PGR 2026-04-10 $194.13 $3,882.60 20.0000
PYPL 2026-04-10 $45.24 $10,586.16 234.0000
SPYM 2026-04-10 $79.96 $8,075.96 132.0000
TSPY 2026-04-10 $24.04 $2,043.40 85.0000
UNH 2026-04-10 $304.33 $304.33 1.0000
VB 2026-04-10 $272.11 $9,523.85 38.0000
VBIL 2026-04-10 $75.54 $145,641.12 1,801.0000
VEA 2026-04-10 $67.74 $15,241.50 234.0000
VFMO 2026-04-10 $211.62 $10,581.00 50.0000
VOO 2026-04-10 $624.60 $18,113.40 34.0000
VTI 2026-04-10 $335.05 $3,350.50 10.0000
VTIP 2026-04-10 $50.05 $4,654.65 105.0000
VWO 2026-04-10 $56.75 $15,038.75 278.0000
BND 2026-04-09 $73.68 $4,568.47 71.0000
BNDX 2026-04-09 $48.10 $4,617.12 110.0000
BRK-B 2026-04-09 $479.82 $9,596.40 20.0000
CASH 2026-04-09 $1.00 $139.82 75.4100
GOOG 2026-04-09 $311.61 $6,543.81 21.0000
IAUM 2026-04-09 $47.39 $4,833.78 113.0000
PGR 2026-04-09 $197.52 $3,950.40 20.0000
PYPL 2026-04-09 $45.71 $10,696.14 234.0000
SPYM 2026-04-09 $79.41 $8,020.41 132.0000
TSPY 2026-04-09 $23.90 $2,031.50 85.0000
UNH 2026-04-09 $305.79 $305.79 1.0000
VB 2026-04-09 $272.55 $9,539.25 38.0000
VBIL 2026-04-09 $75.50 $145,573.64 1,801.0000
VEA 2026-04-09 $67.14 $15,107.62 234.0000
VFMO 2026-04-09 $209.99 $10,499.50 50.0000
VOO 2026-04-09 $620.21 $17,986.09 34.0000
VTI 2026-04-09 $332.96 $3,329.60 10.0000
VTIP 2026-04-09 $50.02 $4,651.40 105.0000
VWO 2026-04-09 $56.22 $14,899.62 278.0000
BND 2026-04-08 $73.78 $4,574.36 71.0000
BNDX 2026-04-08 $48.30 $4,636.80 110.0000
BRK-B 2026-04-08 $481.41 $9,628.20 20.0000
CASH 2026-04-08 $1.00 $139.82 75.4100
GOOG 2026-04-08 $315.44 $6,624.24 21.0000
IAUM 2026-04-08 $47.39 $4,833.98 113.0000
PGR 2026-04-08 $198.46 $3,969.30 20.0000
PYPL 2026-04-08 $46.12 $10,790.91 234.0000
SPYM 2026-04-08 $79.47 $8,026.67 132.0000
TSPY 2026-04-08 $23.82 $2,025.12 85.0000
UNH 2026-04-08 $305.69 $305.69 1.0000
VB 2026-04-08 $273.60 $9,576.00 38.0000
VBIL 2026-04-08 $75.49 $145,544.72 1,801.0000
VEA 2026-04-08 $67.76 $15,246.00 234.0000
VFMO 2026-04-08 $209.93 $10,496.50 50.0000
VOO 2026-04-08 $620.74 $18,001.46 34.0000
VTI 2026-04-08 $333.52 $3,335.20 10.0000
VTIP 2026-04-08 $49.98 $4,647.68 105.0000
VWO 2026-04-08 $56.53 $14,980.45 278.0000
BND 2026-04-07 $73.44 $4,552.97 71.0000
BNDX 2026-04-07 $47.86 $4,595.04 110.0000
BRK-B 2026-04-07 $474.87 $9,497.44 20.0000
CASH 2026-04-07 $1.00 $139.82 75.4100
GOOG 2026-04-07 $298.65 $6,271.65 21.0000
IAUM 2026-04-07 $46.34 $4,726.78 113.0000
PGR 2026-04-07 $195.74 $3,914.80 20.0000
PYPL 2026-04-07 $44.83 $10,490.22 234.0000
SPYM 2026-04-07 $77.20 $7,797.20 132.0000
TSPY 2026-04-07 $23.19 $1,971.15 85.0000
UNH 2026-04-07 $306.44 $306.44 1.0000
VB 2026-04-07 $264.79 $9,267.51 38.0000
VBIL 2026-04-07 $75.50 $145,564.00 1,801.0000
VEA 2026-04-07 $64.64 $14,542.88 234.0000
VFMO 2026-04-07 $201.58 $10,079.00 50.0000
VOO 2026-04-07 $602.50 $17,472.50 34.0000
VTI 2026-04-07 $323.70 $3,237.00 10.0000
VTIP 2026-04-07 $50.00 $4,649.54 105.0000
VWO 2026-04-07 $53.89 $14,280.85 278.0000
BND 2026-04-06 $73.45 $4,553.90 71.0000
BNDX 2026-04-06 $47.91 $4,599.36 110.0000
BRK-B 2026-04-06 $477.64 $9,552.90 20.0000
CASH 2026-04-06 $1.00 $139.82 75.4100
GOOG 2026-04-06 $296.29 $6,222.09 21.0000
IAUM 2026-04-06 $46.56 $4,749.12 113.0000
PGR 2026-04-06 $194.58 $3,891.60 20.0000
PYPL 2026-04-06 $45.85 $10,728.67 234.0000
SPYM 2026-04-06 $77.36 $7,813.36 132.0000
TSPY 2026-04-06 $23.24 $1,975.40 85.0000
UNH 2026-04-06 $279.15 $279.15 1.0000
VB 2026-04-06 $264.70 $9,264.68 38.0000
VBIL 2026-04-06 $75.48 $145,535.08 1,801.0000
VEA 2026-04-06 $64.98 $14,621.62 234.0000
VFMO 2026-04-06 $201.62 $10,081.00 50.0000
VOO 2026-04-06 $604.38 $17,527.02 34.0000
VTI 2026-04-06 $324.56 $3,245.58 10.0000
VTIP 2026-04-06 $49.96 $4,645.82 105.0000
VWO 2026-04-06 $54.14 $14,347.10 278.0000
BND 2026-04-03 $73.58 $4,561.96 71.0000
BNDX 2026-04-03 $47.96 $4,604.16 110.0000
BRK-B 2026-04-03 $477.35 $9,547.00 20.0000
CASH 2026-04-03 $1.00 $139.82 75.4100
GOOG 2026-04-03 $294.46 $6,183.66 21.0000
IAUM 2026-04-03 $46.57 $4,750.14 113.0000
PGR 2026-04-03 $195.25 $3,905.00 20.0000
PYPL 2026-04-03 $45.34 $10,609.56 234.0000
SPYM 2026-04-03 $77.19 $7,796.19 132.0000
TSPY 2026-04-03 $23.24 $1,975.40 85.0000
UNH 2026-04-03 $277.26 $277.26 1.0000
VB 2026-04-03 $264.66 $9,263.10 38.0000
VBIL 2026-04-03 $75.48 $145,525.44 1,801.0000
VEA 2026-04-03 $64.64 $14,544.00 234.0000
VFMO 2026-04-03 $200.69 $10,034.50 50.0000
VOO 2026-04-03 $602.99 $17,486.71 34.0000
VTI 2026-04-03 $323.76 $3,237.60 10.0000
VTIP 2026-04-03 $49.98 $4,648.60 105.0000
VWO 2026-04-03 $53.82 $14,262.30 278.0000
BND 2026-04-02 $73.36 $4,548.63 71.0000
BNDX 2026-04-02 $47.87 $4,595.52 110.0000
BRK-B 2026-04-02 $476.60 $9,531.90 20.0000
CASH 2026-04-02 $1.00 $139.82 75.4100
GOOG 2026-04-02 $288.70 $6,062.70 21.0000
IAUM 2026-04-02 $45.86 $4,677.59 113.0000
PGR 2026-04-02 $193.96 $3,879.30 20.0000
PYPL 2026-04-02 $43.85 $10,260.90 234.0000
SPYM 2026-04-02 $76.16 $7,692.16 132.0000
TSPY 2026-04-02 $22.96 $1,951.60 85.0000
UNH 2026-04-02 $272.77 $272.77 1.0000
VB 2026-04-02 $259.35 $9,077.25 38.0000
VBIL 2026-04-02 $75.47 $145,506.16 1,801.0000
VEA 2026-04-02 $63.64 $14,317.88 234.0000
VFMO 2026-04-02 $200.23 $10,011.50 50.0000
VOO 2026-04-02 $594.86 $17,250.94 34.0000
VTI 2026-04-02 $319.20 $3,192.00 10.0000
VTIP 2026-04-02 $49.96 $4,646.74 105.0000
VWO 2026-04-02 $53.22 $14,103.30 278.0000
BND 2026-04-01 $73.55 $4,560.16 71.0000
BNDX 2026-04-01 $48.03 $4,610.88 110.0000
BRK-B 2026-04-01 $480.02 $9,600.40 20.0000
CASH 2026-04-01 $1.00 $139.82 75.4100
GOOG 2026-04-01 $295.02 $6,195.42 21.0000
IAUM 2026-04-01 $47.54 $4,849.08 113.0000
PGR 2026-04-01 $194.76 $3,895.20 20.0000
PYPL 2026-04-01 $44.80 $10,483.20 234.0000
SPYM 2026-04-01 $77.32 $7,809.32 132.0000
TSPY 2026-04-01 $23.32 $1,982.20 85.0000
UNH 2026-04-01 $273.40 $273.40 1.0000
VB 2026-04-01 $265.32 $9,286.20 38.0000
VBIL 2026-04-01 $75.46 $145,477.24 1,801.0000
VEA 2026-04-01 $65.29 $14,690.25 234.0000
VFMO 2026-04-01 $201.62 $10,080.75 50.0000
VOO 2026-04-01 $604.00 $17,516.00 34.0000
VTI 2026-04-01 $324.37 $3,243.70 10.0000
VTIP 2026-04-01 $49.90 $4,641.16 105.0000
VWO 2026-04-01 $54.50 $14,442.50 278.0000
BND 2026-03-31 $73.64 $4,565.68 71.0000
BNDX 2026-03-31 $48.05 $4,612.80 110.0000
BRK-B 2026-03-31 $479.20 $9,584.00 20.0000
CASH 2026-03-31 $1.00 $139.82 75.4100
GOOG 2026-03-31 $286.86 $6,024.06 21.0000
IAUM 2026-03-31 $46.70 $4,763.40 113.0000
PGR 2026-03-31 $198.24 $3,964.80 20.0000
PYPL 2026-03-31 $45.23 $10,583.82 234.0000
SPYM 2026-03-31 $76.54 $7,730.54 132.0000
TSPY 2026-03-31 $23.15 $1,967.75 85.0000
UNH 2026-03-31 $270.59 $270.59 1.0000
VB 2026-03-31 $261.92 $9,167.20 38.0000
VBIL 2026-03-31 $75.65 $145,853.20 1,801.0000
VEA 2026-03-31 $64.08 $14,418.00 234.0000
VFMO 2026-03-31 $197.10 $9,855.00 50.0000
VOO 2026-03-31 $597.55 $17,328.95 34.0000
VTI 2026-03-31 $320.81 $3,208.10 10.0000
VTIP 2026-03-31 $49.95 $4,645.35 105.0000
VWO 2026-03-31 $54.05 $14,323.25 278.0000
BND 2026-03-30 $73.56 $4,560.41 71.0000
BNDX 2026-03-30 $47.84 $4,592.26 110.0000
BRK-B 2026-03-30 $477.18 $9,543.50 20.0000
CASH 2026-03-30 $1.00 $139.82 75.4100
GOOG 2026-03-30 $273.63 $5,746.23 21.0000
IAUM 2026-03-30 $45.24 $4,614.48 113.0000
PGR 2026-03-30 $203.00 $4,060.00 20.0000
PYPL 2026-03-30 $44.94 $10,517.13 234.0000
SPYM 2026-03-30 $74.82 $7,556.82 132.0000
TSPY 2026-03-30 $22.86 $1,943.44 85.0000
UNH 2026-03-30 $261.07 $261.07 1.0000
VB 2026-03-30 $256.07 $8,962.45 38.0000
VBIL 2026-03-30 $75.64 $145,824.28 1,801.0000
VEA 2026-03-30 $62.35 $14,028.98 234.0000
VFMO 2026-03-30 $189.49 $9,474.50 50.0000
VOO 2026-03-30 $584.36 $16,946.41 34.0000
VTI 2026-03-30 $313.64 $3,136.40 10.0000
VTIP 2026-03-30 $49.96 $4,646.74 105.0000
VWO 2026-03-30 $52.62 $13,942.98 278.0000
BND 2026-03-29 $73.11 $4,532.82 71.0000
BNDX 2026-03-29 $47.66 $4,575.36 110.0000
BRK-B 2026-03-29 $468.49 $9,369.80 20.0000
CASH 2026-03-29 $1.00 $139.82 75.4100
GOOG 2026-03-29 $273.76 $5,748.96 21.0000
IAUM 2026-03-29 $44.98 $4,587.96 113.0000
PGR 2026-03-29 $198.84 $3,976.80 20.0000
PYPL 2026-03-29 $43.59 $10,200.06 234.0000
SPYM 2026-03-29 $74.64 $7,538.64 132.0000
TSPY 2026-03-29 $22.90 $1,946.50 85.0000
UNH 2026-03-29 $259.02 $259.02 1.0000
VB 2026-03-29 $256.27 $8,969.45 38.0000
VBIL 2026-03-29 $75.64 $145,833.92 1,801.0000
VEA 2026-03-29 $62.05 $13,961.25 234.0000
VFMO 2026-03-29 $192.80 $9,640.00 50.0000
VOO 2026-03-29 $582.96 $16,905.84 34.0000
VTI 2026-03-29 $313.09 $3,130.90 10.0000
VTIP 2026-03-29 $49.80 $4,631.40 105.0000
VWO 2026-03-29 $52.49 $13,909.85 278.0000
Holdings in This Portfolio
BND
71.0000 shares
BNDX
110.0000 shares
BRK-B
20.0000 shares
CASH
75.4100 shares
GOOG
21.0000 shares
IAUM
113.0000 shares
PGR
20.0000 shares
PYPL
234.0000 shares
SPYM
132.0000 shares
TSPY
85.0000 shares
UNH
1.0000 shares
VB
38.0000 shares
VBIL
1,801.0000 shares
VEA
234.0000 shares
VFMO
50.0000 shares
VOO
34.0000 shares
VTI
10.0000 shares
VTIP
105.0000 shares
VWO
278.0000 shares
Snapshot Dates for This Portfolio
2026-05-01
2026-04-30
2026-04-29
2026-04-28
2026-04-27
2026-04-26
2026-04-24
2026-04-23
2026-04-22
2026-04-21
2026-04-20
2026-04-19
2026-04-18
2026-04-17
2026-04-16
2026-04-15
2026-04-14
2026-04-13
2026-04-10
2026-04-09
2026-04-08
2026-04-07
2026-04-06
2026-04-03
2026-04-02
2026-04-01
2026-03-31
2026-03-30
2026-03-29