Advisory Mgd Account

Overview

Total Market Value

$1,581,970.00 DTD +0.7%

Total UR Gain/Loss

+$338,950.00 DTD +0.7%

Total Cash

$0.00 DTD +0.7%

As of6/8/2026

Top 5 Asset Classes

  • U.S. Equities79.37%
  • Fixed Income20.63%

Top 5 Positions

  • S&P 500 ETF$0.70M
  • U.S. Dividend ETF$0.56M
  • iShares Core US Aggregate$0.33M

Sector Exposure

Diversified79.2%
Fixed Income20.8%