Family Living Trust
Total Market Value
$2,704,130.00 DTD +0.7%
Total UR Gain/Loss
−$171,310.00 DTD +0.7%
Total Cash
$0.00 DTD +0.7%
As of6/8/2026
Group Summary
- Total Accounts
- 1
- Account Types
- 1 category
- Unrealized Gain/Loss
- −$171,310
- Largest holding
- US Treasury Note 4.25% 2032 (UST 4.25 32) — 54.59%
- Number of positions
- 3 positions
- Equity / fixed ratio
- 0% / 84%
- Cash
- $0
Asset Allocation
- Fixed Income83.85%
- Real Assets16.15%
- UST UST 4.25 32US Treasury Note 4.25% 2032$1,476,300-1623.93 -0.11%
- AGGAGGiShares Core US Aggregate$791,200-395.6 -0.05%
- VNQVNQVanguard Real Estate ETF$436,630+1004.25 +0.23%
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
- Interest — UST 4.25 32Family Living Trust+$31,87512/05/2025
- Distribution — VNQFamily Living Trust+$10,00010/30/2025
- Buy — AGGFamily Living Trust−$838,00001/24/2023
- Buy — UST 4.25 32Family Living Trust−$1,688,70005/18/2022