thrrive
Overview
Accounts
Holdings
Analysis
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Net worth
$797,188
+$12,176
+1.57% · past 3M
US Investments
+$2,258
+0.85%
→
International Investments
+$308
+0.41%
→
Retirement
+$3,730
+1.68%
→
S&P 500
+4.11%
1M
3M
6M
1Y
All
US Investments
Private Equity
Retirement
Real Estate
Net Worth
S&P 500
Today
+$368
+0.05%
US Investments
+$169
+0.06%
Retirement
+$141
+0.06%
Yesterday
+$367
+0.05%
US Investments
+$168
+0.06%
Retirement
+$140
+0.06%
This month
+$852
+0.11%
US Investments
−$595
−0.22%
Retirement
−$322
−0.14%
YTD
+$19.8K
+2.59%
US Investments
+$305
+0.11%
Retirement
+$2,100
+0.94%
1Y
+$71.4K
+9.99%
US Investments
+$20,236
+8.16%
Retirement
+$18,742
+9.05%
Accounts
All accounts →
Other assets
1
$316,400
+$46
Investments
1
$275,160
+$169
Retirement
1
$229,753
+$141
International investments
1
$76,311
−$6
Cash
2
$62,964
+$6
Liabilities
1
−$163,400
−$12
Top exposures
total
direct
indirect
Concentration in your largest positions, including look-through exposure from ETFs and funds.
Direct
$120.3K
76.9% of port
Indirect (via funds)
$36.1K
23.1% of port
Combined
$156.4K
78.9% of port
Symbol
Direct
Indirect
Total
% of port
Sources
VXUS
Vanguard Total International Stock ETF
$64.0K
—
$64.0K
32.30%
1
SPAXX
Fidelity Government Money Market
$45.0K
—
$45.0K
22.71%
1
MSFT
Microsoft Corp
$8.0K
$6.4K
$14.4K
7.28%
4
AAPL
Apple Inc
$3.3K
$7.7K
$11.0K
5.54%
4
NVDA
NVIDIA Corp
—
$7.6K
$7.6K
3.83%
3
AMZN
Amazon.com Inc
—
$4.2K
$4.2K
2.12%
3
GOOGL
Alphabet Inc Class A
—
$2.8K
$2.8K
1.41%
3
META
Meta Platforms Inc Class A
—
$2.7K
$2.7K
1.36%
3
TSLA
Tesla Inc
—
$2.0K
$2.0K
1.03%
3
AVGO
Broadcom Inc
—
$1.0K
$1.0K
0.52%
1
GOOG
Alphabet Inc Class C
—
$936
$936
0.47%
1
LLY
Eli Lilly and Company
—
$722
$722
0.36%
1
0.00%
Allocation
Assets
$960.6K
Other assets
33%
$316.4K
Investments
29%
$275.2K
Retirement
24%
$229.8K
International investments
8%
$76.3K
Cash
7%
$63.0K
Liab.
$163.4K
Mortgage
100%
$163.4K
Milestones
Manage
Next: $1M Net Worth
Projected · Q2 2027
80%
$797,188
$1,000,000
$500K Net Worth
Reached 2025-07-28
$500.0K
$1M Net Worth
ETA Q2 2027
$1.00M
$2M Net Worth
ETA 2030
$2.00M
Recent activity
Jul 24
Contribution
Demo Retirement (401k)
+$2,000
Jul 19
Contribution
Demo Brokerage
+$5,000
Jul 17
Buy
Demo Brokerage
−$4,500
Jul 10
Contribution
Demo Retirement (401k)
+$2,000
Jul 9
Sell
Demo Brokerage
+$3,300
Jul 4
Interest
Demo Brokerage
+$12
Jun 29
Dividend
Demo Retirement (401k)
+$98
Jun 29
Dividend
Demo Brokerage
+$43
Jun 24
Buy
Demo Brokerage
−$2,100
Jun 19
Contribution
Demo Brokerage
+$5,000