Total Market Value
$7,086,544.67 DTD +0.7%
Total UR Gain/Loss
+$2,024,109.40 DTD +0.7%
Total Cash
$53,122.52 DTD +0.7%
Top 5 Asset Classes
- U.S. Equities99.25%
- Cash & Cash Equivalents<1%
Top 5 Positions
- Apple Inc$3.34M
- Microsoft Corp.$3.03M
- Berkshire Hathaway Inc$0.67M