Age 41 · Portland, Oregon
Total assets
$670K
Sum of the linked balances
Cost basis
$580K
Total contributed
Unrealized P/L
+$90K
+15.5% on cost
Holdings
6
Risk tolerance: Growth
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-****-5530 | Individual | $478K | LinkedSeptember 15, 2026 6:10 AM |
Northstar Invest | SP-****-0092 | IRA | $192K | LinkedSeptember 14, 2026 10:40 PM |
The latest 5. How many is provisional until the spec settles.
| Trade date | Instrument | Side | Quantity | Unit price | Amount |
|---|---|---|---|---|---|
| Sep 10 (Thu) | Global Equity Index Northstar Invest | Buy | 45 | $385 | $17K |
| Sep 1 (Tue) | Emerging Markets Index Meridian Securities | Buy | 30 | $216 | $6K |
| Aug 14 (Fri) | Domestic Equity Active Meridian Securities | Sell | 20 | $312 | $6K |
| Jul 30 (Thu) | Developed Markets Index Meridian Securities | Buy | 55 | $423 | $23K |