Top portfolio holdings, list assets in profile, taxable and tax-sheltered holdings
See your top portfolio holdings.
$2,842,521
Today $2,842,521
US Large Cap
25.1%
$714,804
Other
0.0183%
$519
$519
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Mark assets as taxable or tax sheltered holdings. Tax loss harvesting won't suggest holdings held in tax sheltered accounts, but will still warn about wash sales.