Fiscal Overview (redsunsoft shared)

	B	C	D	E	G	H	I	K	L	M	O
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2	Account Allocations
3	Account	Type	Risk	% Portf.	Current
4	Etrade	Brokerage	High	33.94%	$11,634
5	Vanguard IRA	Retirement	Med	28.75%	$9,856
6	Fidelity 401k	Retirement	Med	8.13%	$2,787
7	Chase Savings	Cash	Low	14.59%	$5,000
8	Coinbase	Crypto	High	14.59%	$5,000
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20				100.00%	$34,277
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22	Heaviest Positions				Heaviest Stocks			Category Diversification
23	Ticker	Value	% Portfolio		Ticker	Value	% Portfolio	Category	Actual	Current
24	AAPL	$4,857	14.17%		AAPL	$4,857	14.17%	US Stocks	51.69%	$17,718
25	AMD	$3,209	9.36%		AMD	$3,209	9.36%	International Stocks	1.35%	$463
26	BOX	$2,421	7.06%		BOX	$2,421	7.06%	Bonds	0.28%	$95
27	VIGAX	$1,527	4.45%		AMZN	$147	0.43%	Cash	32.09%	$11,000
28	FSKAX	$1,265	3.69%				0.00%	Crypto	14.59%	$5,000
29	VMGMX	$880	2.57%				0.00%
30	VTMSX	$803	2.34%				0.00%
31	ARKW	$699	2.04%				0.00%
32	ARKK	$483	1.41%				0.00%		100.00%	$34,277
33	VEVIX	$465	1.36%				0.00%
34	FSPSX	$463	1.35%				0.00%	Fund Diversification
35	EISMX	$374	1.09%				0.00%	Category	Actual	Current	sum
36	ARKF	$246	0.72%				0.00%	ARK	4.53%	$1,552	3304.4
37	FSMLX	$220	0.64%				0.00%	Vanguard	9.64%	$3,304	sum
38	AMZN	$147	0.43%				0.00%	Fidelity	5.68%	$1,948	1948.1
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53	Fidelity Fund Positions				Vanguard Fund Positions			Ark Fund Positions
54	Ticker	Value	% Portfolio		Ticker	Value	% Portfolio	Ticker	Value	% Portfolio
55	FSKAX	$1,265	3.69%		VIGAX	$1,527	4.45%	ARKW	$699	2.04%
56	FSPSX	$463	1.35%		VMGMX	$880	2.57%	ARKK	$483	1.41%
57	FSMLX	$220	0.64%		VTMSX	$803	2.34%	ARKF	$246	0.72%
58					VBTLX	$95	0.28%	ARKG	$124	0.36%
59		$1,948				$3,304			$1,552
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