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WealthView

Total Portfolio Value

$14,820,000

+$186,400 (1.27%)

As of Mar 28, 2026 · 4 accounts

Asset Allocation

US Equity 38%
Fixed Income 24%
International 16%
Real Estate 12%
Alternatives 7%
Cash 3%

Top Holdings

NameTickerValueAllocationDay Change
Vanguard S&P 500 ETFVOO$3,240,00021.9%+1.2%
iShares Core Bond ETFAGG$2,180,00014.7%-0.3%
Apple Inc.AAPL$1,650,00011.1%+2.8%
Blackstone RE FundBREIT$1,420,0009.6%+0.5%
US Treasury 10YUST10Y$1,100,0007.4%+0.1%

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