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Money · Lunch Money synced Nov 4, 8:41 PM

Net worth $277,636

Up $2,525 in the last 30 days. November spending is right on a typical month's pace.

OverviewSpendingAccounts1 laggingTransactionsWishlist↓2
1 notice▾
  • Meridian Roth IRA hasn't updated since 2026-10-29. Meridian Invest needs re-authorizing in Lunch Money.

Cash

$67,918
  • Piedmont House Fund
    Piedmont Savings · savings · updated Nov 4, 8:41 PM
    $40,590
  • Piedmont Emergency Fund
    Piedmont Savings · savings · updated Nov 4, 8:41 PM
    $21,413
  • Northline Checking
    Northline Bank · checking · updated Nov 4, 8:41 PM
    $5,915

Investments

$221,414
  • Acme 401(k)
    Fidelis · 401k · updated Nov 4, 8:41 PM
    $100,019
  • Meridian Brokerage
    Meridian Invest · brokerage · updated Nov 4, 8:41 PM
    $56,600
  • Meridian Roth IRAlagging
    Meridian Invest · roth ira · updated Oct 29, 6:12 AM
    $39,636
  • HSA investments
    Manual holdings · hsa · updated Nov 4, 4:00 PM
    $14,544
  • ACME ESPP shares
    Manual holdings · stock · updated Nov 4, 4:00 PM
    $10,616

Credit

−$1,394
  • Northline Rewards Visa
    Northline Bank · credit card · updated Nov 4, 8:41 PM
    −$1,394

Loans

−$10,302
  • Student loan
    Cobalt Loan Servicing · student · updated Nov 4, 8:41 PM
    −$10,302

Allocation

  • Cash23%
  • Retirement48%
  • Brokerage20%
  • ACME4%
  • Other5%

ACME is 5% of investable assets · shares as of 2026-05-31

Holdings outside Lunch Money

  • ACME94 shares · as of 2026-05-31
    Edit shares ACME

  • MRDTX328.742 shares · as of 2026-10-01
    Edit shares MRDTX