Sample account
Portfolio 2
$248,420
Latest snapshot
- Uploaded
- 5/20/2026, 1:44:02 PM
- Export time
- 5/20/2026, 1:44:02 PM
- Source
- allocate-smartly-export-may20.csv
- Portfolio
- Portfolio 2
- Account size
- $248,420
- Normalized day
- 15 of 21
- Trading day
- 14 of 20
This is sample data. Sign up to upload your Allocate Smartly CSV and track your own accounts.
Current holdings
| Asset | Description | Allocation | USD | Shares |
|---|---|---|---|---|
| SPY | S&P 500 | 35.00% | $86,947 | 310 |
| IWM | US Small Cap | 20.00% | $49,684 | 220 |
| EFA | Developed Intl | 18.00% | $44,716 | 340 |
| EEM | Emerging Markets | 12.00% | $29,810 | 280 |
| TLT | Long Treasuries | 8.00% |
SPY35.00%
IWM20.00%
EFA18.00%
EEM12.00%
TLT8.00%
GLD5.00%
PDBC2.00%
CASH2.00%