Roth IRA
Schwab
- Type
- Retirement
- Currency
- USD
- Created
- March 12, 2026
Holdings
Holdings
| Instrument | Account | Investment Class | Quantity | Price | Current Value | Cost Basis | Gain/Loss | Actions |
|---|---|---|---|---|---|---|---|---|
PLTR Palantir Technologies Inc. Equity Information Technology Mid Cap | Roth IRA Schwab | Equity | 800.0000 | $153.50 03/12 22:13 | $122,800.00 | $16,000.00 | $106,800.00 667.50% | View |
TSM Taiwan Semiconductor Manufacturing Equity Information Technology Mega Cap | Roth IRA Schwab | Equity | 150.0000 | $336.71 03/12 22:13 | $50,506.50 | $15,000.00 | $35,506.50 236.71% | View |
GLD SPDR Gold Shares Real Assets | Roth IRA Schwab | Real Assets | 100.0000 | $466.88 03/12 22:13 | $46,688.00 | $16,000.00 | $30,688.00 191.80% | View |
JPM JPMorgan Chase & Co. Equity Financials Mega Cap | Roth IRA Schwab | Equity | 150.0000 | $282.89 03/12 22:13 | $42,433.50 | $21,000.00 | $21,433.50 102.06% | View |
DBC Invesco DB Commodity Index Tracking Fund Alternatives | Roth IRA Schwab | Alternatives | 1000.0000 | $28.86 03/12 22:13 | $28,860.00 | $20,000.00 | $8,860.00 44.30% | View |
VNQ Vanguard Real Estate ETF Real Assets Real Estate | Roth IRA Schwab | Real Assets | 300.0000 | $92.01 03/12 22:13 | $27,603.00 | $24,000.00 | $3,603.00 15.01% | View |
AAPL Apple Inc. Equity Information Technology Mega Cap | Roth IRA Schwab | Equity | 100.0000 | $255.76 03/12 22:13 | $25,576.00 | $15,000.00 | $10,576.00 70.51% | View |
QQQ Invesco QQQ Trust Equity | Roth IRA Schwab | Equity | 40.0000 | $597.26 03/12 22:13 | $23,890.40 | $16,000.00 | $7,890.40 49.32% | View |
MSFT Microsoft Corporation Equity Information Technology Mega Cap | Roth IRA Schwab | Equity | 50.0000 | $401.86 03/12 22:13 | $20,093.00 | $12,500.00 | $7,593.00 60.74% | View |
GBTC Grayscale Bitcoin Trust Alternatives | Roth IRA Schwab | Alternatives | 300.0000 | $54.89 03/12 22:13 | $16,467.00 | $15,000.00 | $1,467.00 9.78% | View |