| Date | Total Net Worth | car $ | car % | Bitcoin $ | Bitcoin % | "Unassigned" $ | "Unassigned" % | Debt $ | Debt % |
|---|---|---|---|---|---|---|---|---|---|
| Mar 1, 2026 | $3,110.00 | $1,500.00 | 48.23% | $1,610.00 | 51.77% | ||||
| Mar 10, 2026 | $2,454.00 | $1,300.00 | 44.67% | $1,610.00 | 55.33% | -$456.00 | -15.67% | ||
| Mar 20, 2026 | $3,868.00 | $1,300.00 | 30.06% | $1,120.00 | 25.90% | $1,904.00 | 44.03% | -$456.00 | -10.55% |
| Apr 1, 2026 | $3,768.00 | $75.00 | 1.85% | $2,010.00 | 49.54% | $1,972.00 | 48.61% | -$289.00 | -7.12% |
| Asset | Amount | Percentage |
|---|---|---|
| Class A | $75.00 | 1.85% |
| Investment | $1,721.00 | 42.42% |
| Class B | $1,972.00 | 48.61% |
| Asset | Actual | Target |
|---|---|---|
| "Unassigned" | 100.00% | 0.00% |
Name:mi-networth
Assets & Liabilities
April 1st, 2026
| TYPEASSET TYPE | TICKER | NAME | COUNTSHARE COUNT | PRICESHARE PRICE | VALUECASH VALUE | EXPENSEEXPENSE RATIO | ACCOUNTACCOUNT TYPE | IDACCOUNT ID | TAXTAX STATUS | CLASSASSET CLASS | SUBCLASSASSET SUB-CLASS | GEOGEOGRAPHY | CUSTODIAN | OWNER |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| private | car | 5.00 | $15.00 | $75.00 | NA | Class A | ||||||||
| private | BTC | Bitcoin | 0.03 | $67,000.00 | $2,010.00 | NA | Investment | |||||||
| private | SP&500 | Debt | NA | NA | -$289.00 | NA | Investment | |||||||
| public | LEDN | 34.00 | $58.00 | $1,972.00 | NA | Class B |
Total Net Worth
$3,768.00
Summary
Total Assets
$4,057.00
Total Liabilities
$289.00
Debt to Assets
7.12%
Net Worth
$3,768.00
Total assets value grouped by
Class A
Investment
Class B
Rebalance Dimension
Rebalance tableThreshold 5.00% absolute or 25.00% relative
| TAX STATUS | % TARGET | % ACTUAL | % DIFF | TARGET VALUE | ACTUAL VALUE | $ DIFF |
|---|---|---|---|---|---|---|
| "Unassigned" | 0.00% | 100.00% | -100.00% | $0.00 | $3,768.00 | -$3,768.00 |
| Sum must equal 100% | 0.0% | 100.0% | -100.0% | $0.0 | $3,768.0 | -$3,768.0 |
Total assets value over time, grouped by
Total Net Worth
car
Bitcoin
"Unassigned"
Debt