257 annual source rows remain unresolved or superseded; excluded from usable transactions.
As of Oct 26, 2026. 100 parsed trades. Ranks use three-year return.
How estimates are calculated
Returns use correctly parsed individual-stock holdings, purchases and sales, with Tradier prices for unsold positions. Bounded reported amounts use their midpoint; trades reported as “over $5 million” use $5 million. Daily returns exclude cash contributions and holdings-value reconciliations. Sale proceeds remain as cash. Unparsed records and entries without usable amounts or prices are omitted; no missing trades or holdings are invented. Sales can only reduce observed holdings. The dates on each card show the available calculation period, which can be shorter than the requested period. These are estimates of the parsed portion of the portfolio, not verified brokerage returns.
Current holdings
Last reported holdings valued Dec 31, 2021. Original disclosure ↗. These are reported positions, not a live account balance.
ROI is the price change from the latest matched, unsold purchase to the last stored close, as on the ticker page. Purchase prices are that day’s closing prices. Missing acquisition or price evidence is unavailable; dividends are excluded.
Estimated positions as of Oct 26, 2026
Asset
Owner
Estimated units
Estimated value
Roth IRA ⇒ Apple Inc. (AAPL) [ST]
not_reported
45.05547108182688517204482739
15495.03
Airbnb, Inc. - Class A (ABNB) [ST]
not_reported
1633.342802235140019436128666
279383.29
Alibaba group Holding Limited American Depositary Shares each representing eight Ordinary share (BABA) [ST]
not_reported
19.7756457366378880707667343
1982.51
Roth IRA ⇒ Salesforce.com Inc (CRM) [ST]
not_reported
127.8892692716326289694250974
31666.66
DoorDash, Inc. Class A (DASH) [ST]
not_reported
223.2669342011533639851676527
37607.08
Alphabet Inc. - Class A (gOOgL) [ST]
not_reported
59.57961759722972092417105729
18874.82
Roth IRA ⇒ Netflix, Inc. (NFLX) [ST]
not_reported
132.8016067990173295265918598
8486.02
Roth IRA ⇒ NVIDIA Corporation (NVDA) [ST]
not_reported
1105.045731189010914283771378
238689.88
PayPal Holdings, Inc. (PYPL) [ST]
not_reported
348.6527524826978549115876221
19172.41
Block, Inc. Class A Common Stock, (SQ) [ST]
not_reported
1271.194915254237288135593220
94767.58
Brokerage Account ⇒ Zillow Group, Inc. - Class C Capital Stock (Z) [ST]
not_reported
1174.635865309318715740015662
38316.62
Zebra Technologies Corporation - Class A (ZBRA) [ST]
not_reported
1468.057077983088005010961478
563954.13
Completed trades
Estimated purchase/sale matches from accepted transaction reports. Closing prices and reported amount midpoints estimate shares, with oldest purchases matched first within the same stock, owner and disclosed account. A row may represent a partial sale. These are price returns, not verified execution prices or brokerage returns; dividends are excluded. Unreconciled annual schedules and unmatched or ambiguous activity are omitted here.
Ticker
Owner
Purchase date
Purchase price
Sale date
Sale price
Return
No completed purchase/sale matches are available from the collected records.
All trades
51 public-equity trades. Annual rows are labeled as reconciled or unresolved; unresolved rows are excluded from usable transactions and scores. Superseded and unresolved reports remain in the disclosures below.
Public-equity transactions, newest transaction dates first
Original ↗ · Row 5 · Ptr not_reported · P · $100,001 - $250,000
Nov 4, 2021
Sep 12, 2026
All disclosures
51 collected financial disclosures. Collection does not establish complete lifetime activity; missing source years and request-only documents may leave gaps.