Analyze Portfolio Balance
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FWD: Q3 Portfolio Review - Schwab Account Summary
---------- Forwarded message ---------
From: statements@schwab.com
To: sarah.chen@email.com
Date: Thu, Oct 15, 2024 at 3:42 PM
Subject: Q3 Portfolio Review - Account ending in 7829
Dear Sarah,
Your Q3 portfolio summary:
Total Account Value: $127,450
HOLDINGS:
VTI (Vanguard Total Stock) - $38,235 (30.0%)
VXUS (Vanguard Intl Stock) - $25,490 (20.0%)
BND (Vanguard Total Bond) - $19,118 (15.0%)
VNQ (Vanguard REIT) - $12,745 (10.0%)
AAPL - $15,294 (12.0%)
MSFT - $10,076 (7.9%)
TSLA - $6,372 (5.0%)
Cash - $120 (0.1%)
Quarterly return: +2.8%
YTD return: +8.4%
Best regards,
Schwab Account Services
From: statements@schwab.com
To: sarah.chen@email.com
Date: Thu, Oct 15, 2024 at 3:42 PM
Subject: Q3 Portfolio Review - Account ending in 7829
Dear Sarah,
Your Q3 portfolio summary:
Total Account Value: $127,450
HOLDINGS:
VTI (Vanguard Total Stock) - $38,235 (30.0%)
VXUS (Vanguard Intl Stock) - $25,490 (20.0%)
BND (Vanguard Total Bond) - $19,118 (15.0%)
VNQ (Vanguard REIT) - $12,745 (10.0%)
AAPL - $15,294 (12.0%)
MSFT - $10,076 (7.9%)
TSLA - $6,372 (5.0%)
Cash - $120 (0.1%)
Quarterly return: +2.8%
YTD return: +8.4%
Best regards,
Schwab Account Services
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