Portfolio Allocation
Latest priced date: 2026-04-13
Priced Portfolio Value
$3,386,025.32
| Asset Type | Current Value | Current % | Target % | Target Value | Adjustment Needed |
|---|---|---|---|---|---|
| Cash | $338,309.76 | 9.99% | 5.00% | $169,301.27 | Sell $169,008.49 |
| US Stocks | $2,288,342.27 | 67.58% | 80.00% | $2,708,820.25 | Buy $420,477.98 |
| Int Stocks | $398,814.44 | 11.78% | 15.00% | $507,903.80 | Buy $109,089.36 |
| Bonds | $360,558.84 | 10.65% | 0.00% | $0.00 | Sell $360,558.84 |