Total Purchases (max)
$715K
Total Sales (max)
$0
Net Portfolio Value
$715K
8 active positions of 12 total · Using max values from amount ranges
| # | Ticker | Asset | Purchases | Sales | Net Value | Txns | % of Portfolio |
|---|---|---|---|---|---|---|---|
| 1 | VWUAX | $250K | — | $250K | 1 | 35.0% | |
| 2 | — | $100K | — | $100K | 1 | 14.0% | |
| 3 | — | $100K | — | $100K | 1 | 14.0% | |
| 4 | USFR | $100K | — | $100K | 2 | 14.0% | |
| 5 | XONE | $50K | — | $50K | 1 | 7.0% | |
| 6 | BSCV | $50K | — | $50K | 1 | 7.0% | |
| 7 | IBDQ | $50K | — | $50K | 1 | 7.0% | |
| 8 | IBDO | $15K | — | $15K | 1 | 2.1% | |
| 9 | VTIP | — | $50K | -$50K | 1 | — | |
| 10 | — | — | $100K | -$100K | 1 | — | |
| 11 | VIG | — | $100K | -$100K | 2 | — | |
| 12 | VWUSX | — | $250K | -$250K | 1 | — |