Remoscope
Invest
◈
your cloud
Consolidated holdings
Thu · Jun 19
Everything you own
$37,300
.00
across
3 accounts
, 2 brokers — in one place
Where it sits
by account type
401(k) · tax-deferred
$13,700
37%
Taxable · individual
$13,000
35%
Roth IRA · tax-free
$10,600
28%
Concentration
AAPL is 41%
of everything you hold — spread across
3 accounts
, so it never looked that big anywhere.
A single-account tracker can't show you this.
Your holdings
4 positions · unified
AAPL
3 accounts
Apple Inc.
$15,300
41.0%
VOO
Vanguard S&P 500 · 401(k)
$11,000
29.5%
VTI
Total Market · Roth
$7,000
18.8%
MSFT
Microsoft · Taxable
$4,000
10.7%
Accounts
3 connected
S
Schwab Individual
Taxable
$13,000
V
Vanguard 401(k)
Tax-deferred
$13,700
F
Fidelity Roth IRA
Tax-free
$10,600