Total Trades
145
Est. Volume
$16.4M
Last Trade
Dec 23, 2024
+$79K
+$5K
+$75K
21%
3/14 trades
14
$1.36M bought
30 sales had no earlier recorded purchase and are excluded from realized P&L and win rate.
Ticker | Shares | Price | MktMkt Val | Real.Est. Realized | Unrl.Est. Unrealized | ||
|---|---|---|---|---|---|---|---|
 VTVVanguard Value Index Fund ETF Shares (VTV) | 517 | $160.58 | $223.01 | $115K | +$3K | +$32K+38.9% | 35.0% |
 VEAVanguard Developed Markets Index Fund ETF Shares (VEA) | 971 | $49.95 | $67.90 | $66K | +$299 | +$17K+35.9% | 20.0% |
VOOVanguard S&P 500 ETF (VOO) | 97 | $436.80 | $675.99 | $66K | $0 | +$23K+54.8% | 20.0% |
SCHZSchwab US Aggregate Bond ETF (SCHZ) | 2,851 | $22.80 | $22.55 | $64K | - | −$717-1.1% | 19.5% |
 SCHESchwabEmerging Markets Equity ETF (SCHE) | 303 | $26.42 | $34.06 | $10K | - | +$2K+28.9% | 3.1% |
 SUBiShares Short-Term National Muni Bond ETF (SUB) | 76 | $105.74 | $106.13 | $8K | $0 | +$30+0.4% | 2.4% |
 SCHKSchwab 1000 Index ETF (SCHK) | - | - | $35.33 | - | +$1K | - | - |
 VBVanguard Small-Cap Index Fund ETF Shares (VB) | - | No buy on record | $285.64 | - | - | - | - |
 VIOOVanguard S&P Small-Cap 600 ETF (VIOO) | - | No buy on record | $128.08 | - | - | - | - |
 IJHiShares Core S&P Mid-Cap ETF (IJH) | - | No buy on record | $72.11 | - | - | - | - |
| Total | $330K | +$5K | +$75K | 100% |
1-10 of 23 tickers
Ticker | Asset | Type | Amount | Price | Trade Date | Disclosed | Delay | Owner | Filing |
|---|---|---|---|---|---|---|---|---|---|
