Your Portfolio

Sample portfolio

Fidelity Roth IRA ··1093$34,637•••••Robinhood Individual ··4821$26,640•••••9 holdings

Synced Nov 5, 2026, 12:42 AM ET via SnapTrade · a picture of what you hold, not advice

Your Total Holdings

Today

Value$61,278•••••incl. $1,753••••• cash

+$7,993+••••• YTD

YTD+15.5%S&P 500 +13.4%

Unrealized gain+$7,604+•••••+14.6% on cost

Blended fee0.15%$86••••• a year

Yield1.6%$80••••• a month

ETFs$55,122•••••93%· 8 fundsStocks$4,403•••••7%· NVDA

VTI24%VOO19%SCHD14%JEPI9%QQQM8%IBIT7%SMH6%ARKK6%NVDA7%

Low-cost core$30,401•••••51%Income$13,584•••••23%Thematic$7,033•••••12%Stocks$4,403•••••7%Crypto$4,104•••••7%

Where Your $61,278••••• Came FromToday$1.15•••••is what each $1dollar you put in is worth today, before the cash

Gain since you bought, by holding ↓

Sample portfolio · Nov 5, 2026 · bar = each holding’s part of the $59,525••••• invested · put in = what you paid for today’s positions (no deposit dates on file) · market added = gain since you bought

Your Value Over Time

YTD

Your valueYou put inincl. cashMarket addedBelow what you put inS&P 500same $53,284••••• start

Today’s holdings replayed · not your deposits · put in = what you paid for today’s positions $51,921••••• + cash $1,753••••• (no deposit dates on file) · 8 ETFs + 22 NVDA shares · S&P 500 = VOO from the same start · Sample portfolio · Nov 5, 2026

Your Holdings

YTD

#				Trend
1	VTI	Vanguard Total Stock Market ETF	Low-cost core		$14,418•••••	24.2%	0.03%	$4.33•••••	1.0%	+$2,594+••••• +21.9%+21.9%	+13.4%
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%	+13.4%
3	SCHD	Schwab U.S. Dividend Equity ETF	Income		$8,355•••••	14.0%	0.06%	$5.01•••••	2.9%	+$525+••••• +6.7%+6.7%	+35.3%
4	JEPI	JPMorgan Equity Premium Income ETF	Income		$5,229•••••	8.8%	0.35%	$18.30•••••	7.8%	+$117+••••• +2.3%+2.3%	+8.8%
5	QQQM	Invesco NASDAQ 100 ETF	Low-cost core		$4,962•••••	8.3%	0.15%	$7.44•••••	0.5%	+$994+••••• +25.1%+25.1%	+13.1%
6	NVDA	NVIDIA · 22 sh × $206.69•••••	Stock		$4,403•••••	7.4%	—	—	0.3%	+$309+••••• +7.5%+7.5%	+11.1%
7	IBIT	iShares Bitcoin Trust ETF	Crypto		$4,104•••••	6.9%	0.25%	$10.26•••••	0.0%	+$966+••••• +30.8%+30.8%	−8.7%
8	SMH	VanEck Semiconductor ETF	Thematic		$3,749•••••	6.3%	0.35%	$13.12•••••	0.2%	+$856+••••• +29.6%+29.6%	+40.0%
9	ARKK	ARK Innovation ETF	Thematic		$3,284•••••	5.5%	0.75%	$24.63•••••	0.0%	−$576−••••• −14.9%−14.9%	+4.5%
	Cash	Uninvested cash	Cash	—	$1,753•••••	2.9%	—	—	—	—	—
	Total	8 ETFs, 1 stock and cash · 2 accounts			$61,278•••••		0.15%	$86.40•••••	1.6%	+$7,604+••••• +14.6%+14.6%	+15.5%

What you really own · about 3,550 companies →

Sample portfolio · Nov 5, 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

By Bucket

4 buckets · $59,525••••• invested

Your Share by Bucket

Today

51%of your invested money is in Low-cost core All US ETFs: 30% of $16.40T

You All US ETFsYou · All

Low-cost core51.1%29.9%

Income22.8%6.2%

Thematic11.8%2.4%

StocksNVDA7.4%—

Crypto6.9%0.7%

Everything else10 buckets you don’t hold0.0%60.8%

Share of the $59,525••••• invested vs all US ETF assets · stocks have no ETF bucket · Nov 5, 2026

Your Top Holdings

Today

$59,525••••• · in 8 funds + 1 stock

1VTITotal Stock Market24.2%$14,418•••••
2VOOS&P 50018.5%$11,021•••••
3SCHDU.S. Dividend Equity14.0%$8,355•••••
4JEPIEquity Premium Income8.8%$5,229•••••
5QQQMNASDAQ 1008.3%$4,962•••••
6NVDANVIDIAStock7.4%$4,403•••••
7IBITBitcoin6.9%$4,104•••••
8SMHSemiconductor6.3%$3,749•••••
9ARKKInnovation5.5%$3,284•••••
Cashnot invested—$1,753•••••

Sample portfolio · Nov 5, 2026 · AUM = your money in each holding

How It’s Doing

Your portfolio +15.5% · S&P 500 +13.4%

Your Portfolio vs the S&P 500

YTD

AYour portfolioBS&P 500VOO

+15.5%Year to date · +2.2 pts+13.4%

+15.7%Past year · +0.9 pts+14.8%

0.15%Fee · lower wins0.03%

1.6%Yield1.1%

3–1You win

Your portfolio = today’s holdings replayed (8 ETFs + 22 NVDA shares) · not your deposits · S&P 500 = VOO · lower fee wins

Add a ChartBuilt from your holdings

From the Visualizations catalog8 shown

Ranked BarsHoldings by YTD Heat TilesHoldings by return Size MapWhere money sits VersusYou vs any fund Split BarBy strategy WaffleUp vs down Income on $10,000•••••What your mix pays Fees by HoldingWhat you pay

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