Age 43 · Boulder, Colorado
Total assets
$197K
Sum of the linked balances
Cost basis
$185K
Total contributed
Unrealized P/L
+$12K
+6.5% 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 |
|---|---|---|---|---|
Meridian Securities | RK-****-6683 | Individual | $197K | LinkedSeptember 15, 2026 6:10 AM |
Meridian Securities In the name of Julian Frost (former name) The link ID or credentials do not match | RK-****-2298 | IRA | — | ErrorAugust 30, 2026 6:10 AM |
The latest 5. How many is provisional until the spec settles.
| Trade date | Instrument | Side | Quantity | Unit price | Amount |
|---|---|---|---|---|---|
| Sep 8 (Tue) | Global Equity Index Meridian Securities | Buy | 15 | $385 | $6K |
| Aug 6 (Thu) | REIT Index Meridian Securities | Buy | 25 | $186 | $5K |
| Jun 11 (Thu) | Emerging Markets Index Meridian Securities | Buy | 30 | $216 | $6K |