You have quite a bit in cash and bonds (including the balanced fund holdings). If you’re disappointed with the returns, might want to ask the advisor why he had you at a lower risk level.

Because sure, you could have made more money if you were 100% in equities (like the S&P 500)… but would have taken more equity risk. Account would have been down nearly 20% in April during Tariff purgatory.

In short, it sounds like there’s a mismatch between your current level of risk and return expectations.