Tom & Annette Dircks
Personal financial overview - Joint, Single, and Retirement accounts
Last Excel Upload:
Total Net Worth
Personal Assets
Marketable Securities
Real Estate (517 PVB)
Crypto (BTC)
Performance
Portfolio Summary
Positions
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Largest Holding
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Top Weight
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Sectors
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Dividend Yield
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Asset Allocation
Liquidity Profile
Top 25 Holdings
Largest Positions
| # | Ticker | Security | Market Value | % of Portfolio |
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Position Concentration
Dircks Family Office
This report is confidential and prepared for internal use only.