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Start your free weekAbout Contha2 accounts at 1 institution
Total invested
$17,244.34
Up $209.00 (+11.3%) on what you paid1 position without a cost basis
Taxable
$16,443.40
Retirement
$800.94
Brokerage ··0379
Brokerage · Halyard
Taxable+$164.70 (+13.3%)
Roth IRA ··0337
IRA · Halyard
Retirement+$44.30 (+7.1%)
| Ticker | Name | Qty | Basis | Value | Gain |
|---|---|---|---|---|---|
| Brokerage ··0379 | |||||
| VTI | Vanguard Total Stock Market ETF | 3.42 | $1,068.20 | +$148.20(+16.1%) | |
| VXUS | Vanguard Total International ETF | 5.1 | $331.50 | +$16.50(+5.2%) | |
| AVUV | Avantis US Small Cap Value ETF | 1.8 | basis unknown | $189.40 | — |
| Account total | $1,235.001 unknown | $1,589.10 | +$164.70 | ||
| Roth IRA | |||||
| SWTSX | Schwab Total Stock Market Index | 9.11 | $664.30 | +$44.30(+7.1%) | |
| Account total | $620.00 | $664.30 | +$44.30 | ||