Meeting pack dated last close 2026-09-25
Sample household Review
Prepare the review, evaluate portfolio risks and record your advice.
- Accounts
- 1
- Household Value
- $1,482,788
- As Of
- Sep 25, 2026
What moved in this portfolio
| Symbol | Day | Value change | Weight |
|---|---|---|---|
| MSFT | +3.66% | $3,283 | 6.27% |
| VTI | +0.44% | $2,016 | 30.73% |
| COST | +2.93% | $1,577 | 3.73% |
| AAPL | +1.53% | $1,545 | 6.90% |
| JPM | +1.33% | $1,125 | 5.78% |
| QQQ | +0.45% | $830 | 12.55% |
| XOM | -0.97% | -$788 | 5.41% |
| BND | +0.26% | $450 | 11.91% |
| NVDA | +0.22% | $441 | 13.66% |
| UNH | +0.42% | $190 | 3.05% |
Concentration
VTI is 30.7% of portfolio
A position over 10% drives most of the portfolio's outcome.
QQQ is 12.6% of portfolio
A position over 10% drives most of the portfolio's outcome.
BND is 11.9% of portfolio
A position over 10% drives most of the portfolio's outcome.
NVDA is 13.7% of portfolio
A position over 10% drives most of the portfolio's outcome.
Tax
Fund fees
Discussion points
VTI is 30.7% of portfolio
A position over 10% drives most of the portfolio's outcome. Consider trimming or hedging.
QQQ is 12.6% of portfolio
A position over 10% drives most of the portfolio's outcome. Consider trimming or hedging.
Overweight Index by 22%
+22%Portfolio holds 21.9% in Index vs S&P 500 at 0.0%. Confirm conviction. Measured across the 57% of this portfolio with known sectors.
Household Value
$1,482,788
Unrealized P/L
—
Top Risk Flags
0
No review summary recorded.