Portfolio demo. All data is synthetic and for illustration only.
Client profile · synthetic
Net worth
$735.7K
assets minus liabilities
Assets
$969.2K
10 accounts
Liabilities
$233.5K
2 accounts
Take-home pay
$157.2K
last 12 months
Vanguard IRA••7094
Linked Nov 6
Your Firm Brokerage••2191
Linked Dec 25, 2022
John Hancock 401(k)••5833
Linked Sep 3, 2023
Merrill Brokerage••9636
Linked Feb 3, 2024
Citibank Savings••3058
Linked Oct 5, 2022
Your Firm IRA••6047
Linked Sep 20, 2024
Edward Jones Roth IRA••5787
Linked Nov 20, 2023
Interactive Brokers 529 plan••5948
Linked Sep 23, 2023
John Hancock HSA••4082
Linked Mar 9, 2024
Citibank Checking••8242
Linked Apr 12, 2023
Wells Fargo Mortgage••2111
Linked Mar 11, 2024
Citibank Credit card••2202
Linked Jun 12, 2023