I realize that with the perfect Bogleheads 3-fund portfolio, it might be simple to figure out.
BUT…. I started investing way before I knew about BH and I’ve have a 401k with very few options. Resulting in multiple different holdings between brokerage/Roth/401k.
Less than two years to retirement and I’m curious if there is a calculator or app that allows you to feed your holdings into, and see the resulting chart of how much ( currently at least) you’re holding of Meta, Tesla, etc within each fund, but added up as a percentage.
Not sure what I would do with this information, but perhaps someone more advanced in this subject could shed some light. I understand the idea of the three fund portfolio- simple broad index funds so that not only does one hold the entire market, but also avoids overlap so that ultimately one is not over-weighted in any particular sector or business.
I am sure I am probably wonky as heck, though over the last couple of years, I’m working on evening things out and consolidating into fewer funds.