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Overview

Total Market Value

$1,536,202.00 DTD +0.7%

Total UR Gain/Loss

+$255,342.75 DTD +0.7%

Total Cash

$0.00 DTD +0.7%

As of6/8/2026

Top 5 Asset Classes

  • International Equities64.98%
  • U.S. Equities35.02%

Top 5 Positions

  • Nestle SA$0.54M
  • ASML Holding NV$0.46M
  • S&P 500 ETF$0.29M
  • Nasdaq 100 ETF$0.25M

Sector Exposure

Technology45.8%
Consumer Staples35.3%
Diversified19.0%