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
Top 5 Asset Classes
- U.S. Equities53.49%
- International Equities19.84%
- Alternatives11%
- Fixed Income10.01%
- Educational Assets3.91%
- Real Assets1.56%
- Cash & Cash Equivalents<1%
Top 5 Positions
- Apple Inc$3.34M
- Microsoft Corp.$3.03M
- Nestle SA$1.89M
- Tesla Inc$1.87M
- NVIDIA Corp.$1.78M
Sector Exposure
Technology51.0%
Consumer Discretionary21.9%
Diversified11.8%
Consumer Staples8.4%
Private Equity6.9%