Family Living Trust

Overview

Total Market Value

$2,704,130.00 DTD +0.7%

Total UR Gain/Loss

−$171,310.00 DTD +0.7%

Total Cash

$0.00 DTD +0.7%

As of6/8/2026

Top 5 Asset Classes

  • Fixed Income83.85%
  • Real Assets16.15%

Top 5 Positions

  • US Treasury Note 4.25% 2032$1.48M
  • iShares Core US Aggregate$0.79M
  • Vanguard Real Estate ETF$0.44M

Sector Exposure

Government54.6%
Fixed Income29.2%
Real Estate16.2%