Your Portfolio

Sample portfolio

Fidelity Roth IRA ··1093$34,637•••••Robinhood Individual ··4821$26,785•••••9 holdings

Synced Nov 4, 2026, 7:38 AM ET via SnapTrade · a picture of what you hold, not advice

Your Total Holdings

Today

Value$61,422•••••incl. $1,753••••• cash

+$7,432+••••• YTD

YTD+14.2%S&P 500 +11.6%

Unrealized gain+$7,748+•••••+14.9% on cost

Blended fee0.14%$86••••• a year

Yield1.6%$81••••• a month

ETFs$55,122•••••92%· 8 fundsStocks$4,547•••••8%· NVDA

VTI24%VOO18%SCHD14%JEPI9%QQQM8%IBIT7%SMH6%ARKK6%NVDA8%

Low-cost core$30,401•••••51%Income$13,584•••••23%Thematic$7,033•••••12%Stocks$4,547•••••8%Crypto$4,104•••••7%

Sample portfolio · Nov 4, 2026 · bar = each holding’s part of the $59,669••••• invested

What’s Inside

About 3,550 companies4 kinds of assets5 themes · 7 issuersFund holdings as of Nov 3, 2026

Stocks You Own, by Dollars

Today

Your own shares Through your fundsTop 10 together $19,491••••• · 31.7%

#CompanyYour dollars$ ▼ShareThrough

1NVIDIANVDAYour 22 shares · $4,547••••• · 7.4%Through 6 funds · $3,305••••• · 5.4%$7,852•••••12.8%VTIVOOJEPIQQQMSMHARKK

2AppleAAPL$2,271•••••3.7%VTIVOOJEPIQQQM

3MicrosoftMSFT$1,792•••••2.9%VTIVOOJEPIQQQM

4AlphabetGOOGL + GOOG$1,681•••••2.7%VTIVOOJEPIQQQMARKK

5AmazonAMZN$1,272•••••2.1%VTIVOOJEPIQQQMARKK

6BroadcomAVGO$1,096•••••1.8%VTIVOOJEPIQQQMSMHARKK

7TeslaTSLA$946•••••1.5%VTIVOOJEPIQQQMARKK

8MetaMETA$886•••••1.4%VTIVOOJEPIQQQMARKK

9MicronMU$870•••••1.4%VTIVOOJEPIQQQMSMH

10AMDAMD$824•••••1.3%VTIVOOJEPIQQQMSMHARKK

11Texas InstrumentsTXN$774•••••1.3%VTIVOOSCHDJEPIQQQMSMH

Everything else

All other companiesabout 3,5204.5× NVDA · bar cut short$35,300•••••57.5%VTIVOOSCHDJEPIQQQMSMHARKK

Bitcointhrough IBIT$4,104•••••6.7%IBIT

Cashnot invested$1,753•••••2.9%Robinhood Individual ··4821 · Fidelity Roth IRA ··1093

Total11 named companies $20,265••••• · all other $35,300••••• · bitcoin · cash$61,422•••••100%

Estimate · your 22 NVDA shares + your share of every fund holding (live database, Nov 3, 2026) · bars scaled to NVIDIA’s $7,852••••• · all other = every company beyond the 11 named, plus the cash and bonds inside your stock funds

What You Own by Theme

Today

62%23%7%5%

Broad market & dividendsVTI · VOO · SCHD · JEPI · QQQM$38,144•••••62.1%

AI & semis at leastSMH · your NVDA shares · chips inside VTI, VOO, SCHD, JEPI, QQQM, ARKK≥ $14,352•••••23.4%SMH $3,749•••••6.1%Your NVDA shares $4,547•••••7.4%Inside your funds $6,056•••••9.9%

BitcoinIBIT$4,104•••••6.7%

Disruptive techARKK, minus its chip stocks$3,069•••••5.0%

Cashnot invested$1,753•••••2.9%

Look-through of your $61,422••••• holdings · fund holdings Nov 3, 2026 · AI & semis = SMH whole + your NVDA shares + the chip makers we can identify inside your other funds, so at least this much

What Kind of Assets You Own

Today

Stocks through your funds7 funds

$51,018•••••83.1%83.1%

Stocks you hold yourself22 NVDA shares

$4,547•••••7.4%7.4%

BitcoinIBIT

$4,104•••••6.7%6.7%

Cashnot invested

$1,753•••••2.9%2.9%

Sample portfolio · 1 square = 1% of your $61,422••••• holdings · stocks through funds = the 7 stock funds ($55,122••••• in ETFs minus $4,104••••• in IBIT)

Issuers You’ve Invested In

Today

You All US ETFs

IssuerYour $You · AllYou vs all

VanguardVTI · VOO$25,439•••••46.2%28.0%1.6×

SchwabSCHD$8,355•••••15.2%3.8%4×

JPMorganJEPI$5,229•••••9.5%2.2%4.4×

InvescoQQQM$4,962•••••9.0%5.9%1.5×

iSharesIBIT$4,104•••••7.4%28.3%3.8× less

VanEckSMH$3,749•••••6.8%0.95%7.2×

ARKARKK$3,284•••••6.0%0.11%52×

Your $55,122••••• in ETFs vs all US ETF assets ($16.40T•••••) · your NVDA shares have no issuer

Where It Sits

9 holdings · 2 accounts

Your Holdings

YTD

#				Trend
1	VTI	Vanguard Total Stock Market ETF	Low-cost core		$14,418•••••	24.2%	0.03%	$4.33•••••	1.1%	+$2,594+••••• +21.9%+21.9%	+11.7%
2	VOO	Vanguard S&P 500 ETF	Low-cost core		$11,021•••••	18.5%	0.03%	$3.31•••••	1.1%	+$1,819+••••• +19.8%+19.8%	+11.5%
3	SCHD	Schwab U.S. Dividend Equity ETF	Income		$8,355•••••	14.0%	0.06%	$5.01•••••	3.0%	+$525+••••• +6.7%+6.7%	+32.8%
4	JEPI	JPMorgan Equity Premium Income ETF	Income		$5,229•••••	8.8%	0.35%	$18.30•••••	8.0%	+$117+••••• +2.3%+2.3%	+7.0%
5	QQQM	Invesco NASDAQ 100 ETF	Low-cost core		$4,962•••••	8.3%	0.15%	$7.44•••••	0.5%	+$994+••••• +25.1%+25.1%	+12.0%
6	NVDA	NVIDIA · 22 sh × $206.69•••••	Stock		$4,547•••••	7.6%	—	—	0.3%	+$453+••••• +11.1%+11.1%	+11.1%
7	IBIT	iShares Bitcoin Trust ETF	Crypto		$4,104•••••	6.9%	0.25%	$10.26•••••	0.0%	+$966+••••• +30.8%+30.8%	−11.3%
8	SMH	VanEck Semiconductor ETF	Thematic		$3,749•••••	6.3%	0.35%	$13.12•••••	0.2%	+$856+••••• +29.6%+29.6%	+44.0%
9	ARKK	ARK Innovation ETF	Thematic		$3,284•••••	5.5%	0.75%	$24.63•••••	0.0%	−$576−••••• −14.9%−14.9%	+4.4%
	Cash	Uninvested cash	Cash	—	$1,753•••••	2.9%	—	—	—	—	—
	Total	8 ETFs, 1 stock and cash · 2 accounts			$61,422•••••		0.14%	$86.40•••••	1.6%	+$7,748+••••• +14.9%+14.9%	+14.2%

What you really own · about 3,550 companies →

Sample portfolio · Nov 4, 2026 · share = each holding’s part of the invested money in the view · trend and YTD = each holding’s own return this year · since bought = today’s value vs what you paid

Your Accounts

Today

Fidelity Roth IRA··1093 · retirement

$34,637•••••56.4%56.4%

VTI$14,418•••••23.5%SCHD$8,355•••••13.6%VOO · 10 sh$6,123•••••10.0%JEPI$5,229•••••8.5%

Robinhood Individual··4821 · taxable

$26,785•••••43.6%43.6%

QQQM$4,962•••••8.1%VOO · 8 sh$4,898•••••8.0%NVDA · 22 sh$4,547•••••7.4%IBIT$4,104•••••6.7%SMH$3,749•••••6.1%ARKK$3,284•••••5.3%

Bars on one dollar scale · grey = cash (Fidelity Roth IRA ··1093 $512••••• · Robinhood Individual ··4821 $1,240•••••) · VOO is in more than one account · synced Nov 4, 2026 via SnapTrade