Portfolio value
$23,785,910.12
+11.4% YTD · +$2.39M
Allocation
Target vs current
- US Equities38%
- Intl Equities18%
- Fixed Income22%
- Alternatives14%
- Cash8%
Top holdings
| Asset | Shares | Price | Value | Day |
|---|---|---|---|---|
AAPL Apple Inc. | 4,200 | $234.18 | $983,556.00 | +1.42% |
MSFT Microsoft Corp. | 2,150 | $482.55 | $1,037,482.50 | +0.86% |
BRK.B Berkshire Hathaway | 1,800 | $472.10 | $849,780.00 | -0.22% |
NVDA NVIDIA Corp. | 3,100 | $142.66 | $442,246.00 | +2.94% |
AGG iShares Core Aggregate Bond | 12,500 | $102.41 | $1,280,125.00 | -0.08% |
VXUS Vanguard Total Intl Stock | 9,800 | $64.92 | $636,216.00 | +0.51% |
Your advisor
Eleanor Whitford, CFA
Senior Private Wealth Advisor
Beverly Hills, CA
+1 (310) 555 0142
e.whitford@meridianprivate.com
Retirement projection
On track to retire at 58 with $112M
Estate planning
- Revocable living trustActive
- Healthcare directiveActive
- Charitable remainder trustDraft
- Beneficiary reviewDue Sep 2026