TradFiThe Command Layer for the Whitfield Family Office
|Mar 22, 2026|Demo User
JW
Investments
2 accounts · 8 holdings · $1,270,000 total
Live Data
Total Portfolio Value$1,270,000
2
Accounts
8
Holdings
CS
Charles Schwab
Brokerage
$812,000
VTIVanguard Total Stock Mkt
$312,000+1.8%
AAPLApple Inc.
$184,000-0.6%
QQQInvesco QQQ Trust
$148,000+2.1%
FI
Fidelity
401(k)
$458,000
FXAIXFidelity 500 Index
$298,000+1.2%
FXNAXFidelity US Bond Index
$112,000+0.3%
FSPSXFidelity Intl Index
$48,000-0.4%