Reports

Allocation & exposure

Holdings

75.8%

Cash reserve

24.2%

Core / ETF exposure

64.0%

High-risk exposure

11.9%

Avoid-signal exposure

11.7%

Sector exposure

ETF · Core/ETF

38.2% · 2 pos · avg score 77

Technology · concentrated

37.6% · 3 pos · avg score 66

Weighted scores

Weighted total score

72

Weighted risk score

36

Top contributors

VTI

$30,646.00 · 29.6%

MSFT

$14,613.48 · 14.1%

NVDA

$12,278.40 · 11.9%

AAPL

$12,062.05 · 11.7%

SCHD

$8,912.00 · 8.6%

Top risk contributors

NVDA · High

$12,278.40 · 11.9%

Risk-policy checks

• MSFT, NVDA, AAPL above the 5% single-stock review rule.
• Technology exceeds the 35% sector-concentration rule.

Decision-support note

Conditions to review: MSFT, NVDA, AAPL above the 5% single-stock rule; 12% in Avoid-signal positions; Technology over 35%. mixed style · balanced tolerance — portfolio reads as Core/ETF-tilted.