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
Group Summary
- Total Accounts
- 3
- Account Types
- 1 category
- Unrealized Gain/Loss
- +$4,601,341
- Largest holding
- Apple Inc (AAPL) — 18.63%
- Number of positions
- 14 positions
- Equity / fixed ratio
- 99% / 1%
- Cash
- $53,123
Asset Allocation
- U.S. Equities73.28%
- International Equities25.32%
- Fixed Income1.1%
- Cash & Cash Equivalents<1%
- AAPLAAPLApple Inc$3,338,588+13354.35 +0.4%
- MSFTMSFTMicrosoft Corp.$3,028,984+9086.95 +0.3%
- TSLATSLATesla Inc$1,871,087+7484.35 +0.4%
- NVDANVDANVIDIA Corp.$1,781,300+30103.97 +1.69%
- AMZNAMZNAmazon.com Inc$1,494,120+5677.66 +0.38%
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
- Sell — GOOGLSelect Growth Portfolio+$214,92012/18/2025
- Dividend — NESNIntl Balanced Portfolio+$24,18011/21/2025