Tax & Income Unrealized gains, tax-loss harvesting candidates, and income tracking
$736,394
If entire portfolio were sold
Largest Embedded Gain: IWF
IWF has an embedded gain of $655,513 with an estimated tax cost of $147,490 at current rates.
Symbol Unrealized Loss Est. Tax Savings Wash Sale Risk Replacement DBLTX -$3,963 $892 ✓ Clear FTBFX Fidelity Total Bond Fund SPSB -$2,801 $630 ✓ Clear VCSH Vanguard Short-Term Corporate Bond ETF
Total harvestable loss: -$6,764 → Estimated savings: $1,522
Symbol Name Market Value Cost Basis Gain/Loss ($)▲ Gain/Loss (%) Weight Est. Tax DBLTX DoubleLine Total Return Bond I $120,395 $124,358 -$3,963 -3.19% 1.07% $0 SPSB SPDR Portfolio Short Term Corp Bond $336,089 $338,890 -$2,801 -0.83% 2.99% $0 AGG iShares Core US Aggregate Bond $104,097 $104,475 -$378 -0.36% 0.92% $0 VHT Vanguard Health Care ETF $9,339 $8,465 +$874 +10.32% 0.08% $197 PIMIX PIMCO Income Fund Institutional $662,677 $645,465 +$17,212 +2.67% 5.89% $3,873 BRK/B Berkshire Hathaway B $289,660 $193,280 +$96,380 +49.87% 2.57% $21,686 IJR iShares Core S&P Small-Cap $474,975 $369,542 +$105,433 +28.53% 4.22% $23,722 QQQ Invesco QQQ Trust $626,209 $450,149 +$176,060 +39.11% 5.56% $39,613 MDIJX MFS International Diversification $938,195 $745,136 +$193,058 +25.91% 8.34% $43,438 VFH Vanguard Financials ETF $656,182 $458,077 +$198,105 +43.25% 5.83% $44,574 IWP iShares Russell Mid-Cap Growth $823,593 $602,923 +$220,670 +36.60% 7.32% $49,651 IWS iShares Russell Mid-Cap Value $885,375 $661,491 +$223,884 +33.85% 7.87% $50,374 MSFT Microsoft Corp $721,664 $475,060 +$246,605 +51.91% 6.41% $55,486 TSLA Tesla Inc $618,921 $75,492 +$543,429 +719.85% 5.50% $122,272 IWD iShares Russell 1000 Value $1,978,161 $1,375,379 +$602,783 +43.83% 17.58% $135,626 IWF iShares Russell 1000 Growth $1,860,103 $1,204,591 +$655,513 +54.42% 16.53% $147,490
Date Type Symbol Amount Mar 30, 2026 Dividend MSFT $1,454 Mar 26, 2026 Dividend IWD $3,218 Mar 19, 2026 Dividend VFH $892 Mar 12, 2026 Interest PIMIX $4,103 Mar 3, 2026 Dividend AGG $288
Projected annual income $119,461
Based on extrapolating recent 30-day dividend and interest payments.
Tax estimates assume: Federal LTCG rate 20% (37% bracket), state rate 2.5%. Update in Settings > Profile.All positions assumed long-term. Consult your tax advisor for actual tax liability.
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