Age 54 · Austin, Texas
Total assets
$229K
Sum of the linked balances
Cost basis
$210K
Total contributed
Unrealized P/L
+$19K
+9.0% on cost
Holdings
4
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 |
|---|---|---|---|---|
Northstar Invest | SP-****-8830 | Joint | $229K | 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 3 (Thu) | Global Equity Index Northstar Invest | Buy | 20 | $385 | $8K |
| Aug 7 (Fri) | REIT Index Northstar Invest | Buy | 40 | $186 | $7K |
| May 21 (Thu) | Domestic Equity Index Northstar Invest | Buy | 50 | $248 | $12K |