title: Portfolio overview — April 2026 snapshot project: finance-template tags:

• portfolio
• allocation
• rebalance date: 2026-04-07

Portfolio overview — April 2026 snapshot

As of: 2026-04-07 (template — replace with your valuation source)

Allocation (illustrative)

Rebalance notes

• Next scheduled review: 2026-07-01 unless any sleeve breaches +/- 3% absolute.
• If digital sleeve exceeds 13%, trim to 10% per policy; document txs in transactions/.

Liabilities and liquidity

• 6 months expenses in cash/T-bills held at primary bank + brokerage MMF (rates checked monthly).

Data sources

• Equities: custodian statement EOD.
• On-chain: public explorers + local CSV export—no hot wallet linkage in this vault.

Open questions

• Confirm cost basis for 2022 transfers from old exchange (see tax/2026-taxable-events.md).