Sample account
Rollover Empower Account
$512,463
Latest snapshot
- Uploaded
- 5/19/2026, 11:20:00 AM
- Export time
- 5/19/2026, 11:20:00 AM
- Source
- allocate-smartly-export-may19.csv
- Portfolio
- Rollover Empower Account
- Account size
- $512,463
- Normalized day
- 14 of 21
- Trading day
- 13 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 |
|---|---|---|---|---|
| FXAIX | US Large Cap Index | 40.00% | $204,985 | 2,100 |
| FXNAX | US Bond Index | 25.00% | $128,116 | 3,200 |
| FSPSX | Intl Index | 20.00% | $102,493 | 1,800 |
| FSMAX | US Small Cap Index | 8.00% | $40,997 | 650 |
| GLD | Gold | 4.00% |
FXAIX40.00%
FXNAX25.00%
FSPSX20.00%
FSMAX8.00%
GLD4.00%
PDBC2.00%
CASH2.00%
VNQ1.00%