Here's a quick look at your investments. If anything looks incorrect, you can update your accounts here.
Charles Schwab Brokerage
2 hours ago
$2,443,828.94
JP Morgan Wealth Management
36 seconds ago
$337,437.00
Robinhood Brokerage Account
3 days ago
$240,300.50
Goldman Sachs Wealth Management
36 seconds ago
$98,205.47
-0.9% ↓
Here's how your investments are currently allocated.
92%
Equity
8%
Fixed Income
Annual Return: 8.7% | Volatility: 15.9%
56.4%
$200,044
16.1%
$56,937
5.4%
$19,027
0%
$0
8.4%
$29,733
1%
$3,683
-1.4%
-$5,024
14.2%
$50,209
See how your investments are spread across different tax treatments.
Taxable
95.8%
Tax Deferred
4.2%
Tax Free
0%