Fiscal Overview (redsunsoft shared)

	B	C	D	E	G	H	I	K	L	M	O
1
2	Account Allocations
3	Account	Type	Risk	% Portf.	Current
4	Etrade	Brokerage	High	48.09%	$24,500
5	Vanguard IRA	Retirement	Med	24.31%	$12,384
6	Fidelity 401k	Retirement	Med	7.97%	$4,059
7	Chase Savings	Cash	Low	9.82%	$5,000
8	Coinbase	Crypto	High	9.82%	$5,000
9
10
11
12
13
14
15
16
17
18
19
20				100.00%	$50,942
21
22	Heaviest Positions				Heaviest Stocks			Category Diversification
23	Ticker	Value	% Portfolio		Ticker	Value	% Portfolio	Category	Actual	Current
24	AMD	$12,232	24.01%		AMD	$12,232	24.01%	US Stocks	67.05%	$34,155
25	AAPL	$7,810	15.33%		AAPL	$7,810	15.33%	International Stocks	1.36%	$692
26	BOX	$3,185	6.25%		BOX	$3,185	6.25%	Bonds	0.19%	$96
27	AMZN	$272	0.53%		AMZN	$272	0.53%	Cash	21.59%	$11,000
28			0.00%				0.00%	Crypto	9.82%	$5,000
29			0.00%				0.00%
30			0.00%				0.00%
31			0.00%				0.00%
32			0.00%				0.00%		100.00%	$50,942
33			0.00%				0.00%
34			0.00%				0.00%	Fund Diversification
35			0.00%				0.00%	Category	Actual	Current	sum
36			0.00%				0.00%	ARK	3.95%	$2,014	5369.7
37			0.00%				0.00%	Vanguard	10.54%	$5,370	sum
38			0.00%				0.00%	Fidelity	6.16%	$3,140	3140
39
40
41
42
43
44
45
46
47
48
49
50
51
52
53	Fidelity Fund Positions				Vanguard Fund Positions			Ark Fund Positions
54	Ticker	Value	% Portfolio		Ticker	Value	% Portfolio	Ticker	Value	% Portfolio
55			0.00%		VIGAX	$2,741	5.38%	ARKW	$1,435	2.82%
56			0.00%		VMGMX	$1,316	2.58%	ARKF	$419	0.82%
57			0.00%		VTMSX	$1,218	2.39%	ARKK	$84	0.16%
58					VBTLX	$96	0.19%	ARKG	$77	0.15%
59		$0				$5,370			$2,014
60
61
62
63
64
65
66
67
68
69
70
71
72
73
74
75
76
77
78
79
80
81
82
83
84
85
86
87
88
89
90
91
92
93
94
95
96
97
98
99
100