Total Portfolio Value

$2,897,705.20

5 accounts

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401k Retirement

Vanguard

Account Value
$407,230.00
14.1% of portfolio
Type: Retirement
Currency: USD
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Liabilities

Account Value
$500,000.00
17.3% of portfolio
Type: Other
Currency: USD
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Personal Assets

Account Value
$1,000,000.00
34.5% of portfolio
Type: Other
Currency: USD
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Roth IRA

Schwab

Account Value
$404,917.40
14.0% of portfolio
Type: Retirement
Currency: USD
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Taxable Brokerage

Fidelity

Account Value
$585,557.80
20.2% of portfolio
Type: Brokerage
Currency: USD
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