Instruments
New Instrument| Name / Ticker | Asset Type | Investment Class | Sector | Geography | Actions |
|---|---|---|---|---|---|
ASML Holding N.V. ASML | Market Priced | Equity | Information Technology | Developed ex-US | Edit |
Alphabet Inc. GOOGL | Market Priced | Equity | Communication Services | U.S. | Edit |
Apple Inc. AAPL | Market Priced | Equity | Information Technology | U.S. | Edit |
Block Inc. SQ | Market Priced | Equity | Financials | U.S. | Edit |
Grayscale Bitcoin Trust GBTC | Market Priced | Alternatives | - | Global | Edit |
Home Mortgage - 123 Main St | Liability | Liability | - | - | Edit |
Invesco DB Commodity Index Tracking Fund DBC | Market Priced | Alternatives | - | Global | Edit |
Invesco QQQ Trust QQQ | Market Priced | Equity | Multi-Sector | U.S. | Edit |
JPMorgan Chase & Co. JPM | Market Priced | Equity | Financials | U.S. | Edit |
Johnson & Johnson JNJ | Market Priced | Equity | Health Care | U.S. | Edit |
Microsoft Corporation MSFT | Market Priced | Equity | Information Technology | U.S. | Edit |
Palantir Technologies Inc. PLTR | Market Priced | Equity | Information Technology | U.S. | Edit |
Primary Residence - 123 Main St | Manual | Real Assets | - | U.S. | Edit |
SPDR Gold Shares GLD | Market Priced | Real Assets | - | Global | Edit |
Taiwan Semiconductor Manufacturing TSM | Market Priced | Equity | Information Technology | Emerging Markets | Edit |
Uber Technologies Inc. UBER | Market Priced | Equity | Industrials | U.S. | Edit |
Vanguard FTSE Developed Markets ETF VEA | Market Priced | Equity | Multi-Sector | Developed ex-US | Edit |
Vanguard FTSE Emerging Markets ETF VWO | Market Priced | Equity | Multi-Sector | Emerging Markets | Edit |
Vanguard Federal Money Market Fund VMFXX | Market Priced | Cash & Equivalents | - | U.S. | Edit |
Vanguard Real Estate ETF VNQ | Market Priced | Real Assets | Real Estate | U.S. | Edit |
Vanguard Short-Term Corporate Bond ETF VCSH | Market Priced | Fixed Income | - | U.S. | Edit |
Vanguard Total International Bond ETF BNDX | Market Priced | Fixed Income | - | Developed ex-US | Edit |
Vanguard Total Stock Market ETF VTI | Market Priced | Equity | Multi-Sector | U.S. | Edit |
iShares 1-3 Year Treasury Bond ETF SHY | Market Priced | Fixed Income | - | U.S. | Edit |
iShares 20+ Year Treasury Bond ETF TLT | Market Priced | Fixed Income | - | U.S. | Edit |
iShares 7-10 Year Treasury Bond ETF IEF | Market Priced | Fixed Income | - | U.S. | Edit |
iShares National Muni Bond ETF MUB | Market Priced | Fixed Income | - | U.S. | Edit |
iShares TIPS Bond ETF TIP | Market Priced | Fixed Income | - | U.S. | Edit |
iShares iBoxx High Yield Corporate Bond ETF HYG | Market Priced | Fixed Income | - | U.S. | Edit |
iShares iBoxx Investment Grade Corporate Bond ETF LQD | Market Priced | Fixed Income | - | U.S. | Edit |