BaerVault — Household finances, clearly organized

Protected portfolio

Your investment accounts

Mock holdings stay in this browser session and never touch your account.

Household portfolio$36,533.02

$10,308.68 total gain

Total invested$26,224.34

Accounts2

Holdings5

Live household position value · Twelve Data

A quick market view of the holdings you own

Last price

AAPLApple$225.32

-0.43%

VTIVanguard Total Stock Market ETF$298.18

-0.86%

MSFTMicrosoft$511.44

-0.15%

VOOVanguard S&P 500 ETF$591.16

-0.85%

SCHDSchwab U.S. Dividend Equity ETF$28.51

-0.39%

By account

Fidelity Joint65.1%

Samuel Roth IRA34.9%

Owned positions

AAPLApple$225.32-0.43%

VTIVanguard Total Stock Market ETF$298.18-0.86%

MSFTMicrosoft$511.44-0.15%

VOOVanguard S&P 500 ETF$591.16-0.85%

SCHDSchwab U.S. Dividend Equity ETF$28.51-0.39%

Joint brokerage

SharesAvg. costInvested

Explore how this portfolio could grow. Adjust the assumptions to model your household's plan.

YearsReturn%Monthly

Projected value$159,961.40

Total contributed$96,533.02

Estimated growth$63,428.38

Illustrative estimate only. Returns are not guaranteed and inflation, fees, and taxes are not included.