Performance
Portfolio vs benchmark
Allocation
Exposure
Technology34%
Broad market ETFs28%
Healthcare16%
Cash9%
Recent activity
Transactions
| Symbol | Type | Quantity | Value | Status |
|---|---|---|---|---|
| MSFT | Buy | 18.25 | $7,812.33 | Reconciled |
| VOO | Dividend | 42.00 | $183.54 | Pending |
| NVDA | Sell | 4.00 | $3,712.00 | Reconciled |