📋 How to find your current balances in Robinhood
Both Roth IRAs
In the Robinhood app (Andrew's and Laura's), open the Roth IRA page and note the share counts and share price for DFAC, DFSV, DFAI, and VGIT. The price is the same across accounts — enter it once per ticker.
Taxable Brokerage Holdings
Open Robinhood and look at the main Investing / Brokerage list. Note the share counts for 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: $7,500 each (~$625/mo)
$
$15,000/yr joint limit across both Roths
$
Surplus "waterfall" cash beyond the Roth limits
3. Recommended Purchases
Current Total Balance
$0
Total After Investing
$0
Account Mix (Before Investment)
Andrew Roth:
$0 (0%)
Laura Roth:
$0 (0%)
Roth Subtotal (valve bucket):
$0 (0%)
Taxable Brokerage:
$0 (0%)
What to buy in each account:
Buy in Andrew's Roth IRA
- Enter values and click Calculate...
Total Buy: $0
Buy in Laura's Roth IRA
- Enter values and click Calculate...
Total Buy: $0
Buy in Taxable Brokerage
- Enter values and click Calculate...
Total 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 | Account | Ticker | Shares | Price | Amount |
|---|---|---|---|---|---|
| No records found. | |||||
Holdings Snapshots
| Date | Account | Ticker | Shares | Price | Value |
|---|---|---|---|---|---|
| No records found. | |||||