Age 38 · Atlanta, Georgia
Total assets
$774K
Sum of the linked balances
Cost basis
$640K
Total contributed
Unrealized P/L
+$134K
+20.9% on cost
Holdings
6
Risk tolerance: Aggressive
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-****-3348 | Individual | $582K | LinkedSeptember 15, 2026 6:10 AM |
Meridian Securities | RK-****-9901 | IRA | $144K | LinkedSeptember 15, 2026 6:10 AM |
Meridian Securities Contributing to the limit | RK-****-5520 | 401(k) | $48K | 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 12 (Sat) | Developed Markets Index Meridian Securities | Buy | 60 | $423 | $25K |
| Aug 25 (Tue) | Global Equity Index Meridian Securities | Buy | 35 | $385 | $13K |
| Aug 4 (Tue) | Emerging Markets Index Meridian Securities | Buy | 40 | $216 | $9K |
| Jul 15 (Wed) | Domestic Equity Active Meridian Securities | Sell | 15 | $312 | $5K |
| Jun 30 (Tue) | Developed Markets Index Meridian Securities | Buy | 50 | $418 | $21K |