Welcome, Mark Vong
Account: MW-2026-MV-4821
Total Value
$2,847,320
Today's Change
+$12,450
+0.44%
YTD Return
+8.2%
Allocation
80/20
Equity / Bond
Asset Allocation
$2.85M
Total
US Equities
45%International Equities
35%Bonds
15%Cash
5%Holdings
| Symbol | Name | Shares | Price | Value | Change |
|---|---|---|---|---|---|
| AAPL | Apple Inc. | 450 | $189.25 | $85,162 | +1.2% |
| MSFT | Microsoft Corp. | 320 | $412.50 | $132,000 | +0.8% |
| GOOGL | Alphabet Inc. | 280 | $175.80 | $49,224 | -0.3% |
| AMZN | Amazon.com Inc. | 200 | $198.40 | $39,680 | +2.1% |
| VTI | Vanguard Total Stock | 1800 | $268.90 | $484,020 | +0.5% |
| VXUS | Vanguard Intl Stock | 2400 | $62.15 | $149,160 | -0.2% |
| BND | Vanguard Total Bond | 1200 | $72.40 | $86,880 | +0.1% |
| AGG | iShares Core Aggregate | 1500 | $98.20 | $147,300 | +0% |
| JPM | JPMorgan Chase | 180 | $205.30 | $36,954 | +1.5% |
| JNJ | Johnson & Johnson | 250 | $162.75 | $40,687 | -0.4% |