Personal finance
Assets, stock picks, taxes, retirement, and planning
Monitor wealth, surface investing priorities, and move from market context into tax and retirement decisions.
Total assets
$71,385
Positions
5
Gain
+9.82%
Trades
0
Market context
S&P 500
5187
VIX
16.3
Fed funds
5.32%
Top pick
VTI
Stock picks
View allVanguard Total Stock Market ETF
Trim candidate · Other
37.2%
Weight
Alamo Group Inc.
Trim candidate · Other
20.5%
Weight
Vanguard Total Bond Market ETF
Trim candidate · Other
15.2%
Weight
Microsoft Corporation
Trim candidate · Ai
14.5%
Weight
Apple Inc.
Trim candidate · Other
12.5%
Weight