Reports

Allocation & exposure

Holdings

75.8%

Cash reserve

24.2%

Core / ETF exposure

62.9%

High-risk exposure

12.8%

Avoid-signal exposure

10.8%

Sector exposure

ETF · Core/ETF

38.4% · 2 pos · avg score 77

Technology · concentrated

37.4% · 3 pos · avg score 67

Weighted scores

Weighted total score

72

Weighted risk score

35

Top contributors

VTI

$30,646.00 · 29.7%

MSFT

$14,204.12 · 13.8%

NVDA

$13,246.80 · 12.8%

AAPL

$11,089.75 · 10.8%

SCHD

$8,912.00 · 8.6%

Top risk contributors

NVDA · High

$13,246.80 · 12.8%

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; 11% in Avoid-signal positions; Technology over 35%. mixed style · balanced tolerance — portfolio reads as Core/ETF-tilted.