Intl Balanced Portfolio
Total Market Value
$4,734,040.00 DTD +0.7%
Total UR Gain/Loss
−$219,235.00 DTD +0.7%
Total Cash
$0.00 DTD +0.7%
As of6/8/2026
Top 5 Asset Classes
- International Equities95.82%
- Fixed Income4.18%
Top 5 Positions
- Nestle SA$1.34M
- Taiwan Semiconductor$1.26M
- Toyota Motor Corp$1.04M
- ASML Holding NV$0.89M
- iShares Core US Aggregate$0.20M
Sector Exposure
Technology45.5%
Fixed Income4.2%
Consumer Staples28.3%
Consumer Discretionary22.0%