PORTFOLIO_ANALYZER

4 ACTIVE

Ticker	Company	Value	Shares
VOO	Vanguard S&P 500 ETF	$4,500	6.3558
VUG	Vanguard Growth ETF	$2,500	28.2646
VGT	Vanguard Information Technology ETF	$2,000	16.4921
AAPL	Apple Inc.	$1,000	6.6542

RETURN_PROJECTIONS1Y FORWARD

0%+5%+10%+15%+20%

CAPM

+10.8%

HISTORICAL

+14.7%

FAMA-FRENCH

+11.9%

MONTE CARLO

+15.2%

MACRO

+5.2%

Hypothetical model outputs, not forecasts.

SEE ALL RETURN PROJECTION METHODOLOGIES

PORTFOLIO_SCORE

EXAMPLE

6.6/10.0

02.557.510

1.22

40%

5.9

20%

+3.3%

40%

0.1584

An educational metric — not a recommendation or advice. Why 40/40/20?

VIEW DETAILED INSIGHTS

TRUE_EXPOSURE

X-RAY

You hold 4 positions — underneath, 51% of your money is in 10 companies. AAPL alone is 19% of it. Apple Inc is inside 3 of your funds — and you also hold it directly.

Fund holdings sources

Fund data: VOO 30 JUN 2026 (SEC filing) · VUG 30 JUN 2026 (SEC filing) · VGT 31 MAY 2026 (SEC filing)

51%

AAPL19%

≈18of 764

59% technology

PORTFOLIO_COSTANNUAL

0.04%

About $4 a year. Covers 4 of your 4 holdings (100% of the included value).

Cost by holding

VGT$2/yr0.09%
VOO$1/yr0.03%
VUG$1/yr0.03%