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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↻  Update Prices

Prices as of 7/9/2026 close

Accounts

Allocation across all three accounts, including cash

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

KFG Index your portfolio vs. the S&P 500 — both indexed to 100 at the July 9, 2026 close; a new point is added after each market close

Portfolio Insights