Portfolio
Work directly from the holdings ledger when class overrides or position-level review is the task.
| Account | Symbol | Quantity | Price | Market Value | Asset Class |
|---|---|---|---|---|---|
| Chase Plaid 401k | d6ePmbPxgWCWmMVv66q9iPV94n91vMtov5Are | 12345.6700 | $1.00 | $12,345.67 | |
| Chase Plaid 401k | SBSI | 213.0000 | $34.73 | $7,397.49 | |
| Chase Plaid 401k | CAMYX | 75.7500 | $24.50 | $1,855.88 | |
| Chase Plaid 401k | NHX105509 | 100.0500 | $13.73 | $1,373.69 | |
| Chase Plaid 401k | QDQ13y1Ezxt51QbDb6A8cjk9EK978our9NaAM | 10.0000 | $94.81 | $948.08 | |
| Chase Plaid 401k | MIPTX | 23.5700 | $27.00 | $636.31 | |
| Chase Plaid 401k | lngLy3Le7vflLnAzKqwZs19l6bl8P5H1jG9Zz | 21.5000 | $20.00 | $430.00 | |
| Chase Plaid 401k | BTC | 0.0000 | $39,358.09 | $115.57 | |
| Chase Plaid 401k | DBLTX | 2.0000 | $10.42 | $20.84 | |
| Chase Plaid 401k | ACHN | 1.0000 | $2.11 | $2.11 | |
| Chase Plaid IRA | EWZ | 5.0000 | $42.15 | $210.75 | |
| Chase Plaid IRA | NFLX180201C00355000 | 10000.0000 | $0.01 | $110.00 | |
| Chase Plaid IRA | d6ePmbPxgWCWmMVv66q9iPV94n91vMtov5Are | 0.0100 | $1.00 | $0.01 |