Age 48 · Seattle, Washington
Total assets
$485K
Sum of the linked balances
Cost basis
$420K
Total contributed
Unrealized P/L
+$65K
+15.5% on cost
Holdings
6
Risk tolerance: Balanced
Market value by asset class; the total matches total assets.
The last 13 months. The window is provisional until the spec settles.
Asset data is read from the accounts added here, and one institution can hold several.
| Institution | Link ID | Type | Balance | Link status |
|---|---|---|---|---|
Meridian Securities | RK-****-2841 | Individual | $324K | LinkedSeptember 15, 2026 6:10 AM |
Meridian Securities Growth allocation only | RK-****-7620 | IRA | $161K | LinkedSeptember 15, 2026 6:10 AM |
The latest 5. How many is provisional until the spec settles.
| Trade date | Instrument | Side | Quantity | Unit price | Amount |
|---|---|---|---|---|---|
| Sep 5 (Sat) | Global Equity Index Meridian Securities | Buy | 30 | $385 | $12K |
| Aug 28 (Fri) | Domestic Equity Index Meridian Securities | Buy | 40 | $248 | $10K |
| Aug 5 (Wed) | Global Bond Index Meridian Securities | Buy | 60 | $124 | $7K |
| Jul 22 (Wed) | Domestic Equity Active Meridian Securities | Sell | 25 | $312 | $8K |