Core Investments
Total Market Value
$17,917,680.00 DTD +0.7%
Total UR Gain/Loss
+$4,601,340.77 DTD +0.7%
Total Cash
$53,122.52 DTD +0.7%
As of6/8/2026
Top 5 Asset Classes
- U.S. Equities73.28%
- International Equities25.32%
- Fixed Income1.1%
- Cash & Cash Equivalents<1%
Top 5 Positions
- Apple Inc$3.34M
- Microsoft Corp.$3.03M
- Tesla Inc$1.87M
- NVIDIA Corp.$1.78M
- Amazon.com Inc$1.49M
Sector Exposure
Technology60.2%
Consumer Discretionary27.5%
Consumer Staples7.5%
Financials3.7%
Fixed Income1.1%