Net Worth

Total net worth

$87,228.46

Snapshot · Oct 20, 2026

Public 25%Fidelity 25%Merrill 50%

Net invested

$50,040.48

Total gains

+$9,134.65

Return

+18.3%

Gains exclude the $28,053.33 equity grant.

P

Public

Roth IRA · Brokerage

$21,597.53

+$3,079.18

Roth IRA$11,072.28

Brokerage$10,526.16

F

Fidelity

401(k)

$22,127.94

+$1,499.38

M

Merrill

Equity · ESPP

$43,502.99

+$4,556.09

Equity$28,053.33

ESPP$15,449.66

ARKG

ARK Genomic Revolution ETF

19.41 shares @ $48.91

PublicRoth IRA

$949.12

+42.7%

1.1%

V

Visa Inc.

107.00 shares @ $406.57

MerrillEquityESPP

$43,502.99

+41.8%

49.9%

VGT

Vanguard Information Technology ETF

70.34 shares @ $121.40

PublicRoth IRABrokerage

$8,539.67

+25.4%

9.8%

S&P

S&P 500 Index Pool

30.99 shares @ $368.43

Fidelity

$11,416.55

+8.3%

13.1%

VOO

Vanguard S&P 500 ETF

6.74 shares @ $708.49

PublicRoth IRABrokerage

$4,774.68

+7.0%

5.5%

VHT

Vanguard Health Care ETF

2.36 shares @ $332.95

PublicBrokerage

$784.15

+5.1%

0.9%

TRP

T. Rowe Price Large Cap Growth Trust

369.47 shares @ $28.34

Fidelity

$10,470.81

+3.6%

12.0%

HSBC

ADR

4.66 shares @ $92.81

PublicRoth IRA

$432.16

−0.4%

0.5%

VTS

Vg Tot Stk Mkt Idx C

1.54 shares @ $156.22

Fidelity

$240.58

−0.7%

0.3%

UBER

Uber Technologies Inc

6.00 shares @ $69.00

PublicRoth IRA

$414.00

−0.9%

0.5%

QQI

Invesco Nasdaq International Innovators 100 ETF

58.73 shares @ $24.75

PublicBrokerage

$1,453.46

−3.0%

1.7%

QQQM

Invesco NASDAQ 100 ETF

7.68 shares @ $297.71

PublicRoth IRA

$2,285.33

−3.2%

2.6%

LAZR

Tema Photonics & Optical ETF

34.32 shares @ $37.70

PublicRoth IRABrokerage

$1,293.74

−12.2%

1.5%

RVI

Robinhood Ventures Fund I

27.79 shares @ $24.15

PublicRoth IRA

$671.22

−14.9%

0.8%

Growth

Accounts

Holdings