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My thesisLow-cost core first (55%), leaning on technology (36%).Write your own
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$56,875
−$65 last session+17.5% YTD
Updated 11/1/2026, 3:06 AM ET · Ahead of the S&P 500 by 3.7 pts
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Portfolio overview
Your mix replays today's holdings over the period, so it shows what this portfolio would have done, not your account's own history. S&P 500 uses VOO, total market VTI.
| Returns | 1D | 1M | 3M | YTD | 1Y |
|---|---|---|---|---|---|
| Your mix | −0.1% | +1.0% | +6.8% | +17.5% | +15.1% |
| S&P 500 · VOO | −0.4% | +0.9% | +3.3% | +13.8% | +13.3% |
| Total market · VTI | −0.2% | +1.1% | +3.0% | +13.8% | +13.2% |
Yields change; this uses each fund's trailing distribution yield.
Share of the money in funds
8 positions · 2 accounts
| # | Ticker | Fund | Trend | Value ▾ | Share | Fee | $ per year | YTD |
|---|---|---|---|---|---|---|---|---|
| 1 | VTI | Vanguard Morningstar Total Stock Market ETF | $14,418 | 26.2% | 0.03% | $4.33 | +13.8% | |
| 2 | VOO | Vanguard S&P 500 ETF | $11,021 | 20.0% | 0.03% | $3.31 | +13.8% | |
| 3 | SCHD | Schwab U.S. Dividend Equity ETF | $8,355 | 15.2% | 0.06% | $5.01 | +33.0% | |
| 4 | JEPI | JPMorgan Equity Premium Income ETF | $5,229 | 9.5% | 0.35% | $18.30 | +7.5% | |
| 5 | QQQM | Invesco NASDAQ 100 ETF | $4,962 | 9.0% | 0.15% | $7.44 | +16.9% | |
| 6 | IBIT | iShares Bitcoin Trust ETF | $4,104 | 7.4% | 0.25% | $10.26 | −7.9% | |
| 7 | SMH | VanEck Semiconductor ETF | $3,749 | 6.8% | 0.35% | $13.12 | +56.0% | |
| 8 | ARKK | ARK Innovation ETF | $3,284 | 6.0% | 0.75% | $24.63 | +11.8% | |
| Cash | Uninvested cash | $1,753 | 3.1% of account | — | $0.00 | — | ||
| Total | 8 funds and cash · 2 accounts | $56,875 | 0.16% | $86.40 | +17.5% |
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