template
Investment Portfolio
Period comparison, allocation, holdings, and a draft trade.
Rivera Family Office / Consolidated
Portfolio
As of Aug 20, 2026 · 16:00 EDT
$4,821,440.28
$28,420.16 today · 0.59%
1Y · net of fees
Total performance
08:0010:0012:0014:0016:00
Current weights
Asset allocation
4 assets
US equity48.2%
Fixed income24.6%
International18.1%
Cash9.1%
24 positions
Holdings
| Holding | Price | Day | Market value | Weight |
|---|---|---|---|---|
| Vanguard Total Stock Market | $286.42 | +0.82% | $1,284,820 | 26.6% |
| US Treasury 4.25% 2034 | $101.28 | +0.14% | $824,440 | 17.1% |
| iShares MSCI EAFE | $86.14 | −0.38% | $612,180 | 12.7% |
| Apple Inc. | $228.41 | +1.24% | $486,220 | 10.1% |
| Money market | $1.00 | 0.00% | $438,760 | 9.1% |
Download the source
Get a .tar.gz you can open and review. shadcn is optional.
No shadcn required
Download the archive in the browser, or copy the curl command that writes a file. Do not pipe a URL into a shell. The archive does not run code or change your project.
curl --fail --location --proto '=https' --tlsv1.2 --no-clobber --output components-exe-portfolio-dashboard.tar.gz https://components.exe.xyz/downloads/portfolio-dashboard.tar.gz
tar -tzf components-exe-portfolio-dashboard.tar.gz
Send a review brief
Copies source links, checksums, and review steps. It does not ask the agent to execute remote code.
Source
Usage after you copy the reviewed files in.
Loading source