📋 How to find your current balances in Robinhood
Roth IRA Holdings
Open the Robinhood app, go to your Roth IRA page to access your holdings, and find the current dollar values for DFAC, DFSV, DFAI, and VGIT.
Taxable Brokerage Holdings
Open Robinhood and look at your main Investing / Brokerage list. Find the current dollar values for your shares of DFAC, DFSV, DFAI, and VGIT.
1. Current Holdings
Enter the current number of shares and share price shown in Robinhood.
2. Monthly Contribution
Enter the money you want to invest this month.
$
Annual maximum: $15,000 (~$1,250/mo joint limit)
3. Recommended Purchases
Current Total Balance
$0
Total After Investing
$0
Account Mix (Before Investment)
Roth IRA:
$0 (0%)
Taxable Brokerage:
$0 (0%)
What to buy in each account:
Buy in Roth IRA
- Enter values and click Calculate...
Total Roth Buy: $0
Buy in Taxable Brokerage
- Enter values and click Calculate...
Total Taxable Buy: $0
Portfolio Details
| Ticker | Current Balance | Current % | Target % | Drift % | Status | Post-Investment Balance | Post % | Post Drift |
|---|
Investment History & Holdings Log
Your recorded month-to-month purchases and historical asset snapshots stored in Cloudflare D1.
Monthly Purchases
| Date | Ticker | Shares | Price | Amount |
|---|---|---|---|---|
| No records found. | ||||
Holdings Snapshots
| Date | Ticker | Shares | Price | Value |
|---|---|---|---|---|
| No records found. | ||||