Add your holdings by percentage or value to get your portfolio report.
Position
Weight in the portfolio
Apple Inc
Amazon.com Inc
Duke Energy Corporation
Corning Incorporated
Alphabet Inc Class A
Intel Corporation
Meta Platforms Inc.
Microsoft Corporation
PGIM Ultra Short Bond
Invesco NASDAQ 100 ETF
Schwab U.S. Broad Market ETF
Schwab U.S. Dividend Equity ETF
Schwab International Equity ETF
Schwab U.S. TIPS ETF
iShares Trust
Schwab S&P 500 Index Fund
UnitedHealth Group Incorporated
VANGUARD SHORT-TERM INVESTMENT-GRADE FUND INVESTOR SHARES
Vanguard Short-Term Treasury Index Fund ETF Shares
Vanguard S&P 500 ETF
Vanguard Value Index Fund ETF Shares
Vanguard Total International Stock Index Fund ETF Shares
Vanguard High Dividend Yield Index Fund ETF Shares
This feature is still being built. Please have a little more patience.
We use strictly necessary cookies for sign-in, security, and core site functionality. We also use privacy-friendly Plausible Analytics without advertising cookies.