Portfolio Dashboard
Sep 01, 2026
Portfolio Value
$100,354
Gain / Loss
30.44%
Portfolio Beta
0.52
Urgent Actions
SELL
Portfolio Assets
| Symbol | Qty | Close | Value | Cost Basis | Gain $ | Gain % | Port. % | Beta | Risk | Account | Action | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
GOOGL |
12 | $339.35 | $3,923 | $1,210 | +$2,713 | +224.15% | 3.9% | 1.24 | 0.05 | Roth IRA | Hold | |
AXP |
7 | $330.17 | $2,152 | $691 | +$1,461 | +211.54% | 2.1% | 1.05 | 0.02 | Traditional IRA | Hold | |
GLD |
30 | $408.42 | $12,286 | $4,897 | +$7,389 | +150.89% | 12.2% | 0.36 | 0.04 | Brokerage | Hold | |
META |
3 | $572.34 | $1,682 | $748 | +$934 | +124.84% | 1.7% | 1.24 | 0.02 | Rollover IRA | SELL | |
KO |
94 | $88.67 | $8,334 | $4,233 | +$4,101 | +96.87% | 8.3% | 0.34 | 0.03 | Roth 401(k) | Hold | |
COST |
3 | $943.89 | $2,820 | $1,435 | +$1,385 | +96.55% | 2.8% | 0.86 | 0.02 | Roth 401(k) | Hold | |
BRK-B |
7 | $504.03 | $3,565 | $1,932 | +$1,633 | +84.49% | 3.6% | 0.61 | 0.02 | Roth IRA | Hold | |
AAPL |
10 | $316.85 | $3,274 | $2,207 | +$1,067 | +48.35% | 3.3% | 1.09 | 0.04 | 401(k) | Hold | |
NVR |
0 | $6,315.23 | $2,152 | $1,485 | +$667 | +44.91% | 2.1% | 0.91 | 0.02 | Roth 401(k) | SELL | |
AMZN |
9 | $259.77 | $2,346 | $1,684 | +$662 | +39.29% | 2.3% | 1.45 | 0.03 | Roth 401(k) | Hold | |
IXUS |
59 | $97.42 | $5,781 | $4,372 | +$1,409 | +32.22% | 5.8% | 0.93 | 0.05 | Brokerage | Hold | |
WRB |
92 | $67.56 | $6,213 | $4,867 | +$1,346 | +27.66% | 6.2% | 0.29 | 0.02 | Rollover IRA | Hold | |
BTC-USD |
0 | $78,505.48 | $785 | $669 | +$116 | +17.30% | 0.8% | 0.98 | 0.01 | Crypto Wallet | SELL | |
DIS |
15 | $107.55 | $1,617 | $1,391 | +$226 | +16.26% | 1.6% | 1.40 | 0.02 | Traditional IRA | Hold | |
SBUX |
33 | $106.25 | $3,471 | $3,036 | +$436 | +14.36% | 3.5% | 0.97 | 0.03 | HSA | Hold | |
MSFT |
5 | $507.29 | $2,706 | $2,621 | +$86 | +3.27% | 2.7% | 1.10 | 0.03 | 401(k) | Hold | |
HSY |
57 | $176.21 | $10,074 | $9,830 | +$244 | +2.48% | 10.0% | 0.10 | 0.01 | 401(k) | Hold | |
SGOV |
199 | $100.69 | $20,022 | $20,008 | +$14 | +0.07% | 20.0% | 0.00 | 0.00 | Brokerage | Sell | |
MCD |
18 | $263.54 | $4,651 | $5,397 | -$746 | -13.82% | 4.6% | 0.42 | 0.02 | HSA | Hold | |
CMG |
66 | $38.03 | $2,499 | $4,223 | -$1,724 | -40.83% | 2.5% | 0.94 | 0.02 | 401(k) | SELL |
GOOGL
Roth IRA
Hold
$3,923
+$2,713
(+224.15%)
AXP
Traditional IRA
Hold
$2,152
+$1,461
(+211.54%)
GLD
Brokerage
Hold
$12,286
+$7,389
(+150.89%)
META
Rollover IRA
SELL
$1,682
+$934
(+124.84%)
KO
Roth 401(k)
Hold
$8,334
+$4,101
(+96.87%)
COST
Roth 401(k)
Hold
$2,820
+$1,385
(+96.55%)
BRK-B
Roth IRA
Hold
$3,565
+$1,633
(+84.49%)
AAPL
401(k)
Hold
$3,274
+$1,067
(+48.35%)
NVR
Roth 401(k)
SELL
$2,152
+$667
(+44.91%)
AMZN
Roth 401(k)
Hold
$2,346
+$662
(+39.29%)
IXUS
Brokerage
Hold
$5,781
+$1,409
(+32.22%)
WRB
Rollover IRA
Hold
$6,213
+$1,346
(+27.66%)
BTC-USD
Crypto Wallet
SELL
$785
+$116
(+17.30%)
DIS
Traditional IRA
Hold
$1,617
+$226
(+16.26%)
SBUX
HSA
Hold
$3,471
+$436
(+14.36%)
MSFT
401(k)
Hold
$2,706
+$86
(+3.27%)
HSY
401(k)
Hold
$10,074
+$244
(+2.48%)
SGOV
Brokerage
Sell
$20,022
+$14
(+0.07%)
MCD
HSA
Hold
$4,651
-$746
(-13.82%)
CMG
401(k)
SELL
$2,499
-$1,724
(-40.83%)
Asset Details
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Portfolio Performance
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