All Accounts
Total Market Value
$27,900,042.00 DTD +0.7%
Total UR Gain/Loss
+$6,914,540.52 DTD +0.7%
Total Cash
$53,122.52 DTD +0.7%
As of6/8/2026
Group Summary
- Total Accounts
- 10
- Account Types
- 6 categories
- Unrealized Gain/Loss
- +$6,914,541
- Largest holding
- Apple Inc (AAPL) — 11.97%
- Number of positions
- 22 positions
- Equity / fixed ratio
- 73% / 10%
- Cash
- $53,123
Asset Allocation
- U.S. Equities53.49%
- International Equities19.84%
- Alternatives11%
- Fixed Income10.01%
- Educational Assets3.91%
- Real Assets1.56%
- Cash & Cash Equivalents<1%
- AAPLAAPLApple Inc$3,338,588+13354.35 +0.4%
- MSFTMSFTMicrosoft Corp.$3,028,984+9086.95 +0.3%
- NESNNESNNestle SA$1,886,160+1320.31 +0.07%
- TSLATSLATesla Inc$1,871,087+7484.35 +0.4%
- NVDANVDANVIDIA Corp.$1,781,300+30103.97 +1.69%
Market Value
Account News
- Fed holds rates steadyCommittee signals one cut later this year12 min read • Reuters • 2/22/26
- Tech earnings beatMegacap results lift index futures12 min read • Bloomberg • 2/22/26
- Credit spreads tightenIG issuance heaviest since January12 min read • WSJ • 2/21/26
- Private markets updateSecondaries pricing improves in Q112 min read • PitchBook • 2/20/26
- Dividend — AAPLGrowth & Income+$6,11901/28/2026
- Dividend — MSFTGrowth & Income+$8,41201/22/2026
- Contribution — 529-AGG529 Education Fund+$15,00001/19/2026
- Fee — SPYAdvisory Mgd Account−$3,24001/15/2026