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Core Index

Broad US equity exposure with a bond allocation.

The real Portfolio Manager rendering a sample book. Same components and live data members see. Only the share counts are illustrative.

Market value
$72,140
One week
+0.7%
Thesis health
0 broken · 0 on watch · 0 intact

Positions

Illustrative share counts. Market values use current covered prices.

HoldingSharesPriceValueThesis
FXAIX130$263$34,224Fund
VTI60$373$22,361Fund
FXNAX1,500$10$15,555Fund

Your Portfolio Risk vs S&P 500

3 Years ending Jul 12, 2026

Risk = annualized standard deviation. Return = annualized.

What you're really holding

Looking through the funds you hold (FXAIX, FXNAX, VTI) to the companies inside, your 0 direct holdings work out to exposure in 3,155 companies.

Thesis flags inside your funds: BRK-B (Watch), MA (Watch), WFC (Watch), C (Watch), INTC (Watch), BA (Watch), +1586 more. You hold these inside the funds you own; the reason to own them has softened.
Overlapping exposure: NVDA (5.5%), AAPL (5.0%), MSFT (3.7%), AMZN (2.6%). These sit inside more than one fund you hold.
  • NVDANVIDIA CORP$3,938 (5.5%)
    via FXAIX, VTI, FXNAX
  • AAPLAPPLE INC$3,624 (5.0%)
    via FXAIX, VTI, FXNAX
  • MSFTMICROSOFT CORP$2,684 (3.7%)
    via FXAIX, VTI, FXNAX
  • AMZNAMAZON.COM INC$1,901 (2.6%)
    via FXAIX, VTI
  • GOOGLALPHABET INC$1,648 (2.3%)
    via FXAIX, VTI
  • AVGOBROADCOM INC$1,433 (2.0%)
    via FXAIX, VTI, FXNAX
  • GOOGALPHABET INC$1,312 (1.8%)
    via FXAIX, VTI
  • METAMETA PLATFORMS INC$1,295 (1.8%)
    via FXAIX, VTI, FXNAX
  • TSLATESLA INC$1,029 (1.4%)
    via FXAIX, VTI
  • BRK-BBERKSHIRE HATHAWAY INC DELWatch· 1–3 mo$852 (1.2%)
    via FXAIX, VTI, FXNAX
  • JPMJPMORGAN CHASE and CO$838 (1.2%)
    via FXAIX, VTI, FXNAX
  • LLYELI LILLY and CO$763 (1.1%)
    via FXAIX, VTI
Show all 3,155 companies
What the funds you hold are made of ($72,140)
Tracked companies80.3%
Fixed income18.3%
Cash & equivalents0.6%

Only “Tracked companies” resolve to the per-name exposures above; the rest is fund value we can characterize (foreign equity, bonds, cash) but not break down to individual holdings.

Estimated from the latest disclosed fund holdings. Direct positions counted at full value.

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Sample book for illustration. Share counts are illustrative. For informational purposes only. Not investment advice.