Wealth Overview

Thursday, May 28, 2026 · Last updated 2:06 AM

Live

Total Net Worth

$847,320
+$12,840+1.54% MoM

Total Assets

$1,104,820

Total Liabilities

$257,500

YTD Change

+$135,320

All-Time Return

+19.0%

Full Report

Liquid Assets

$124,900

+$3,200

Cash + money market

Monthly Cash Flow

+$4,880

+$420 vs Apr

$14,200 in · $9,320 out

Savings Rate

34.4%

+2.1pp

Target: 30% — exceeded

Portfolio Return

+18.7%

vs S&P +16.2%

YTD, beating benchmark

Debt-to-Income

28.4%

↑ +1.2pp

Caution: threshold 30%

At Risk

Emergency Fund

6.8 mo

Target: 6 months

$63,500 saved

Asset Allocation

$1,104,820 total assets

Income vs. Spending

6-month trend · May surplus: $4,880

IncomeExpenses

Recent Transactions

Salary — Apex Technologies

Income · May 27

+$14,200

Mortgage — Wells Fargo

Housing · May 25

$2,840

Whole Foods Market

Groceries · May 24

$312

Vanguard 401(k) Transfer

Investment · May 23

$2,000

Pacific Gas & Electric

Utilities · May 22

$148

Freelance — UI Design

Income · May 21

+$1,600

Southwest Airlines

Travel · May 20

$420

Nobu Restaurant

Dining · May 19

$184

Top Holdings

By market value

Full Portfolio →
TickerValueReturnWeight
AAPLApple Inc.$48.2K+24.3%
14.8%
MSFTMicrosoft Corp.$41.6K+31.7%
12.8%
NVDANVIDIA Corp.$38.9K+67.2%
11.9%
VOOVanguard S&P 500$36.4K+16.8%
11.2%
BRK.BBerkshire Hathaway$29.8K+12.4%
9.1%

Financial Goals

1 achieved · 4 active

Manage →
Emergency Fund✓
$64K / $60K100%

ETA: Achieved

Home Down Payment
$68K / $120K57%

ETA: Mar 2027

Retirement (FIRE)
$312K / $2000K16%

ETA: Age 52

Japan Vacation
$4K / $8K53%

ETA: Dec 2025

Electric Vehicle
$13K / $55K23%

ETA: Jun 2027