PORTFOLIO OVERVIEW — 26 AUG 2026
Portfolio
allocation.
Current target weights shown as a percentage of the overall portfolio. Edit holdings directly in the collection to keep this view current.
PAGE REFRESHED
INVESTMENT
HELD SINCE
ALLOCATION
AAPL
—
24.0%
MSFT
—
21.5%
BRK.B
—
18.0%
V
—
16.5%
CASH
—
20.0%
TOTAL ALLOCATION
100.0%
Manual allocation mode — live pricing is not connected.