Accounts
7 accounts · $332,311.4 total
Allocation
Brokerage
38.7%$128,750.42
Retirement
36.7%$121,820.15
Cash & Savings
17.3%$57,650.83
Crypto
4.8%$15,890
HSA
2.5%$8,200
Chase Total Checking
CheckingJPMorgan Chase
Plaid · 1h ago
$12,450.83
Marcus Savings
SavingsGoldman Sachs
Plaid · 2h ago
$45,200.00
Fidelity Brokerage
BrokerageFidelity
Plaid · Just now
$128,750.42
Vanguard 401(k)
401(k)Vanguard
Plaid · 1d ago
$87,320.15
Coinbase
CryptoCoinbase
Manual · Never synced
$15,890.00
Roth IRA
Roth IRASchwab
Plaid · 2d ago
$34,500.00
HSA
HSAFidelity
Plaid · 1d ago
$8,200.00