Advisory Mgd Account
Total Market Value
$1,581,970.00 DTD +0.7%
Total UR Gain/Loss
+$338,950.00 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
- +$338,950
- Largest holding
- S&P 500 ETF (SPY) — 44.22%
- Number of positions
- 3 positions
- Equity / fixed ratio
- 79% / 21%
- Cash
- $0
Asset Allocation
- U.S. Equities79.37%
- Fixed Income20.63%
- SPYSPYS&P 500 ETF$699,600+3078.24 +0.44%
- SCHDSCHDU.S. Dividend ETF$556,000+1112 +0.2%
- AGGAGGiShares Core US Aggregate$326,370+65.27 +0.02%
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
- Fee — SPYAdvisory Mgd Account−$3,24001/15/2026
- Buy — AGGAdvisory Mgd Account−$319,44012/06/2024
- Buy — SCHDAdvisory Mgd Account−$453,00008/09/2023
- Buy — SPYAdvisory Mgd Account−$470,58003/22/2021