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THIS IS A PREVIEW. THE REAL TEMPLATE AUTOMATICALLY UPDATES GAIN%, GAIN, P&L, STOCK PRICES
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TickerBrokerageTicker NameSharesCost / ShareCurrent PriceDay GainDay Gain %Total Cost Total Value% AllocationTotal P/L %Gain/Loss
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MSFTTaxableMicrosoft Corp17.39$285.07$428.02-$57.21-0.76%$4,957.08$7,442.8420.8%50.1%$2,485.76
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GOOGLTaxableAlphabet Inc Class A27$107.89$163.95$32.470.75%$2,871.82$4,364.0212.2%52.0%$1,492.21
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ULTATaxableUlta Beauty Inc6$375.50$404.01-$12.60-0.52%$2,253.00$2,424.066.8%7.6%$171.06
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ENPHTaxableEnphase Energy Inc20$132.54$115.00$27.801.22%$2,650.80$2,300.006.4%-13.2%-$350.80
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AMDTaxableAdvanced Micro Devices, Inc.13$105.74$164.35-$40.82-1.87%$1,374.62$2,136.556.0%55.4%$761.93
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UNHTaxableUnitedHealth Group Inc3.01$453.41$581.85$21.211.22%$1,366.12$1,753.114.9%28.3%$386.99
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BACTaxableBank of America Corp40.12$27.77$39.40-$4.81-0.3%$1,114.16$1,580.774.4%41.9%$466.61
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LULUTaxableLululemon Athletica Inc6$314.94$280.01$67.144.16%$1,889.64$1,680.064.7%-11.1%-$209.58
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VOOTaxableVanguard S&P 500 ETF3.00$481.68$525.38-$2.04-0.13%$1,445.04$1,576.144.4%9.1%$131.10
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AMZNTaxableAmazon.com Inc8$141.94$187.99-$25.36-1.66%$1,135.52$1,503.924.2%32.4%$368.40
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CROXTaxableCrocs Inc11$87.26$144.31-$33.99-2.1%$959.86$1,587.414.4%65.4%$627.55
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SBUXTaxableStarbucks Corp12.158$73.86$97.39-$0.97-0.08%$897.99$1,184.073.3%31.9%$286.08
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METATaxableMeta Platforms Inc2$299.73$567.36-$0.96-0.08%$599.46$1,134.723.2%89.3%$535.26
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PANWTaxablePalo Alto Networks Inc3$279.94$335.75-$8.94-0.88%$839.82$1,007.252.8%19.9%$167.43
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USBTaxableUS Bancorp21.297$29.90$45.48$3.830.4%$636.78$968.592.7%52.1%$331.81
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AAPLTaxableApple Inc3.04$150.99$227.73$0.640.09%$459.01$692.301.9%50.8%$233.29
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BTC-USDCryptoBitcoin0.02882322$28,408.00$65,994.60$1,902.18$818.81$1,902.185.3%132.3%$1,083.37
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ETH-USDCryptoEthereum0.2086$1,464.00$2,648.91$552.56$305.39$552.561.5%80.9%$247.17
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CASHCashCash0$0.00$0.00$0.00$0.00$0.000.0%0.0%$0.00
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0.00%$26,574.92$35,790.55100.0%34.7%$9,215.62
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TypeValuePercentage
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ETF$1,576.144.40%
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Stocks$31,759.6788.74%
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Crypto$2,454.746.86%
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Cash$0.000.00%
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Total$35,790.55
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