Portfolios
Prices last updated: 2025-12-16T17:09:10Z| Ticker | Stock | Qty | Cost/Share | Cost | Price | Value | Gain | Gain % |
|---|---|---|---|---|---|---|---|---|
| BRK-B | Berkshire Hathaway Inc. | 276.00 | $409.99 | $113,156.73 | $501.73 | $138,476.10 | $25,319.37 | 22.38% |
| CORT | Corcept Therapeutics Incorporated | 13.00 | $56.17 | $730.17 | $79.82 | $1,037.66 | $307.49 | 42.11% |
| FXAIX | Fidelity 500 Index | 190.50 | $175.01 | $33,339.44 | $237.35 | $45,214.70 | $11,875.26 | 35.62% |
| HOOD | Robinhood Markets Inc | 102.00 | $128.87 | $13,144.74 | $118.74 | $12,111.48 | $-1,033.26 | -7.86% |
| KLAR | Klarna Group PLC | 436.00 | $40.37 | $17,600.16 | $30.40 | $13,254.40 | $-4,345.76 | -24.69% |
| NFLX | Netflix Inc | 34.00 | $81.77 | $2,780.24 | $94.53 | $3,214.02 | $433.78 | 15.60% |
| PRVA | Privia Health Group, Inc. | 21.00 | $24.68 | $518.29 | $23.63 | $496.23 | $-22.06 | -4.26% |
| SOFI | SoFi Technologies, Inc. | 596.00 | $20.00 | $11,917.31 | $26.20 | $15,618.18 | $3,700.87 | 31.05% |
| SPHD | Invesco S&P 500 High Dividend Low Volatility ETF | 15.63 | $43.02 | $672.28 | $48.16 | $752.61 | $80.33 | 11.95% |
| SPY | SPDR S&P 500 ETF | 134.55 | $457.44 | $61,548.02 | $678.36 | $91,273.23 | $29,725.21 | 48.30% |
| SWPPX | Schwab S&P 500 Index | 606.63 | $15.48 | $9,393.40 | $17.46 | $10,591.72 | $1,198.32 | 12.76% |
| TSLA | Tesla, Inc. | 51.00 | $239.58 | $12,218.61 | $479.07 | $24,432.57 | $12,213.96 | 99.96% |
| — | Cash | — | — | — | — | $7,055.54 | — | — |
| Totals: | 2,476.30 | $277,019.39 | $363,528.44 | $79,453.52 | 28.68% | |||