Kramer Family Portfolio

Adam & Sylvia · Fidelity accounts · baseline: market close Wed Jul 9, 2026
Total Portfolio Value
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Since 7/9 close
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Today
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Invested / Cash
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Prices as of 7/9/2026 close

Accounts

Allocation across all three accounts, including cash

Asset Type

Market Cap

Index vs Active vs Stock-Picks

Domestic vs Foreign

By Account

Top Holdings (combined)

Sector Exposure approximate look-through: index & fund holdings mapped to underlying sectors

Portfolio Insights

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