External Roth IRA

Overview

Total Market Value

$538,010.00 DTD +0.7%

Total UR Gain/Loss

+$57,998.75 DTD +0.7%

Total Cash

$0.00 DTD +0.7%

As of6/8/2026

Top 5 Asset Classes

  • U.S. Equities100%

Top 5 Positions

  • S&P 500 ETF$0.29M
  • Nasdaq 100 ETF$0.25M

Sector Exposure

Diversified53.7%
Technology46.3%