Accounts
Snapshot as of 2026-08-16 — balances are not live (confirm before acting)
Credit Cards ↗ $310.27 (0.7%) 1 month change $43,890.88
- P PNC Spend Wise Visa® (...3864) PNC $17,905.12
- Q QuicksilverOne (...3874) Capital One $12,345.45
- C CARECREDIT REWARDS MASTERCARD (...2972) CareCredit $8,041.44
- C CREDIT CARD (...8079) Chase $5,921.41
- C Citi Simplicity® Card-6571 (...6571) Costco Credit Card $2,898.74
- A Apple Card Apple Card, Cash, and Savings $2,576.20
- C Citi Simplicity® Card-7669 (...7669) Costco Credit Card $0.00
- C Citi Simplicity® Card-5581 (...5581) Costco Credit Card $0.00
Cash ↗ $2,079.80 (43.7%) 1 month change $6,842.25
- S Spend (...8683) PNC $4,033.51
- S Spend (...8683) PNC $2,684.84
- B Business Checking (...8577) PNC $85.00
- H Health Savings Account ( HSA ) Optum Bank - Health Savings Account $34.83
- A Apple Cash Apple Card, Cash, and Savings $4.07
- G Growth (...9333) PNC $0.00
- G Growth (...9333) PNC $0.00
- R Reserve (...1202) PNC $0.00
Investments ↗ $2,462.64 (0.5%) 1 month change $473,936.67
- A APPLE 401(K) PLAN (...7886) Fidelity $304,681.49
- S Stock Plan (AAPL) -5554 (...5554) E*TRADE from Morgan Stanley $57,820.77
- A APPLE 401(K) PLAN (...7886) Fidelity - NetBenefits $48,398.21
- N NATERA 401(K) PLAN (...6115) Fidelity $20,310.74
- S Stock Plan (NTRA) -8948 (...8948) E*TRADE from Morgan Stanley $19,835.52
- B Betterment investments Optum Bank - Health Savings Account $8,320.48
- I Individual 8501 (...8501) New York's 529 College Savings Program $8,075.42
- B Betterment Optum Bank - Health Savings Account $4,360.41
- A Account (...6119) Optum Bank - Health Savings Account $2,029.12
- I Individual Brokerage -5554 (...5554) E*TRADE from Morgan Stanley $104.51
- I Individual Brokerage -8948 (...8948) E*TRADE from Morgan Stanley $0.00
Real Estate ↘ $12,300.00 (1.8%) 1 month change $655,600.00
- 8 8903 Sparkling Creek Dr Austin TX 78729 Zillow $428,700.00
- 1 14517 A Charles Dickens Pflugerville TX 78660 Zillow $226,900.00
Loans ↘ $188.67 (0.0%) 1 month change $389,073.20
- M MORTGAGE (...5549) Bank of Texas $233,368.97
- * ******3802 (...3802) Rocket Mortgage $124,459.30
- 2 2019 HYUNDAI SANTA FE (...1161) Ally Financial - Auto Financing $21,393.26
- P personal loan-XXXXXXX3968 (...3968) Upstart $7,242.42
- O Other Loan 2732 (...2732) LightStream Loans $4,653.81
- K Klarna $2,044.56
Vehicles ↗ $3,226.42 (10.4%) 1 month change $34,104.00
- 2 2019 Hyundai Santa Fe Limited $24,341.00
- 2 2004 Honda Element EX VinAudit $9,763.00