Growth & Income
Total Market Value
$7,086,544.67 DTD +0.7%
Total UR Gain/Loss
+$2,024,109.40 DTD +0.7%
Total Cash
$53,122.52 DTD +0.7%
As of6/8/2026
Group Summary
- Total Accounts
- 1
- Account Types
- 1 category
- Unrealized Gain/Loss
- +$2,024,109
- Largest holding
- Apple Inc (AAPL) — 47.11%
- Number of positions
- 4 positions
- Equity / fixed ratio
- 99% / 0%
- Cash
- $53,123
Asset Allocation
- U.S. Equities99.25%
- Cash & Cash Equivalents<1%
- AAPLAAPLApple Inc$3,338,588+13354.35 +0.4%
- MSFTMSFTMicrosoft Corp.$3,028,984+9086.95 +0.3%
- BRK.BRK.BBerkshire Hathaway Inc$665,850+3462.42 +0.52%
Market Value
Account News
- Fed holds rates steadyCommittee signals one cut later this year12 min read • Reuters • 2/22/26
- Tech earnings beatMegacap results lift index futures12 min read • Bloomberg • 2/22/26
- Credit spreads tightenIG issuance heaviest since January12 min read • WSJ • 2/21/26
- Private markets updateSecondaries pricing improves in Q112 min read • PitchBook • 2/20/26
- Dividend — AAPLGrowth & Income+$6,11901/28/2026
- Dividend — MSFTGrowth & Income+$8,41201/22/2026
- Buy — AAPLGrowth & Income−$972,43811/02/2025
- Buy — MSFTGrowth & Income−$886,54502/09/2024