External Roth IRA

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

Group Summary

Total Accounts
1
Account Types
1 category
Unrealized Gain/Loss
+$57,999
Largest holding
S&P 500 ETF (SPY) — 54.18%
Number of positions
2 positions
Equity / fixed ratio
100% / 0%
Cash
$0

Asset Allocation

  • U.S. Equities100%

Top 5 Positions

  • SPYSPYS&P 500 ETF$291,500+87.45 +0.03%
  • QQQQQQNasdaq 100 ETF$246,510+517.67 +0.21%

Market Value

Account News

  • Fed holds rates steadyCommittee signals one cut later this year12 min read • Reuters2/22/26
  • Tech earnings beatMegacap results lift index futures12 min read • Bloomberg2/22/26
  • Credit spreads tightenIG issuance heaviest since January12 min read • WSJ2/21/26
  • Private markets updateSecondaries pricing improves in Q112 min read • PitchBook2/20/26

Recent Transactions

  • BuySPYExternal Roth IRA$280,65001/12/2026
  • BuyQQQExternal Roth IRA$199,36105/16/2024