Investments
Manage your investment portfolios and track performance
Retirement Portfolio
**** 4321
Moderate
$125,750.42
+$25,750.42 (25.75%)total return
IRA•active
Growth Portfolio
**** 8765
Aggressive
$45,250.18
+$25,750.42 (25.75%)total return
Brokerage•active
Conservative Fund
**** 9876
Conservative
$75,325.65
+$25,750.42 (25.75%)total return
401(k)•active
Retirement Portfolio
Account **** 4321 • IRA
Total Value
$218,443.22
+$7,500.07 (6.34%)
Invested
$92,692.80
4 securities
Cash
$125,750.42
57.6% of portfolio
Risk Profile
Moderate
Balanced risk and return
Performance
Holdings
Your investment securities
| Security | Shares | Price | Value | Return |
|---|---|---|---|---|
SPY S&P 500 Index Fund | 120 | $452.18 | $54,261.60 | +18.92% +$8,631.60 |
BND Total Bond Market ETF | 250 | $85.32 | $21,330.00 | +3.48% +$717.50 |
VXUS International Equity Fund | 180 | $62.19 | $11,194.20 | +11.55% +$1,159.20 |
VNQ Real Estate ETF | 60 | $98.45 | $5,907.00 | +6.66% +$369.00 |
Cash USD | - | - | $125,750.42 | - |
Allocation