Skip to content
QuarterlyIQ homeQuarterlyIQ
Dashboard
← All sample portfoliosTry a portfolio

Core Index

Broad US equity exposure with a bond allocation.

The real Portfolio Manager rendering a sample book. Same components and live data members see. Only the share counts are illustrative.

Market value
$72,663
One week
-0.4%
Thesis health
0 broken · 0 on watch · 0 intact

Positions

Illustrative share counts. Market values use current covered prices.

HoldingSharesPriceValueThesis
FXAIX130$267$34,748Fund
VTI60$377$22,615Fund
FXNAX1,500$10$15,300Fund

Your Portfolio Risk vs S&P 500

3 Years ending Nov 5, 2026

Risk = annualized standard deviation. Return = annualized.

What you're really holding

Looking through the funds you hold (FXAIX, FXNAX, VTI) to the companies inside, your 0 direct holdings work out to exposure in 3,277 companies.

Overlapping exposure: NVDA (15.1%), AAPL (13.7%), MSFT (10.1%), AMZN (7.4%). These sit inside more than one fund you hold.
  • NVDANVIDIA CORP$10,987 (15.1%)
    via FXAIX, VTI, FXNAX
  • AAPLAPPLE INC$9,944 (13.7%)
    via FXAIX, VTI, FXNAX
  • MSFTMICROSOFT CORP$7,364 (10.1%)
    via FXAIX, VTI, FXNAX
  • AMZNAMAZON.COM INC$5,389 (7.4%)
    via FXAIX, VTI
  • GOOGLALPHABET INC$4,548 (6.3%)
    via FXAIX, VTI
  • AVGOBROADCOM INC$4,126 (5.7%)
    via FXAIX, VTI, FXNAX
  • GOOGALPHABET INC$3,614 (5.0%)
    via FXAIX, VTI
  • METAMETA PLATFORMS INC$3,180 (4.4%)
    via FXAIX, VTI, FXNAX
  • TSLATESLA INC$2,608 (3.6%)
    via FXAIX, VTI
  • JPMJPMORGAN CHASE and CO$2,219 (3.1%)
    via FXAIX, VTI, FXNAX
  • BRK-BBERKSHIRE HATHAWAY INC DEL$2,102 (2.9%)
    via FXAIX, VTI, FXNAX
  • LLYELI LILLY and CO$2,036 (2.8%)
    via FXAIX, VTI
Show all 3,277 companies
What the funds you hold are made of ($72,663)
Tracked companies211.9%
Fixed income53.8%
Cash & equivalents1.4%
Equity outside coverage universe1.0%
Foreign equity (no per-name read)0.8%

Only “Tracked companies” resolve to the per-name exposures above; the rest is fund value we can characterize (foreign equity, bonds, cash) but not break down to individual holdings.

Estimated from the latest disclosed fund holdings. Direct positions counted at full value.

Try it with your own stocks.

Try a temporary portfolio with up to five covered stocks. Create a free account when you want to save it.

Try a portfolio

Sample book for illustration. Share counts are illustrative. For informational purposes only. Not investment advice.