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OverviewPositionsTransactionsTax Lots

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

Group Summary

Total Accounts
2
Account Types
1 category
Unrealized Gain/Loss
+$255,343
Largest holding
Nestle SA (NESN) — 35.28%
Number of positions
4 positions
Equity / fixed ratio
100% / 0%
Cash
$0

Asset Allocation

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

Top 5 Positions

  • NESNNESNNestle SA$542,000+596.2 +0.11%
  • ASMLASMLASML Holding NV$456,192+1779.15 +0.39%
  • SPYSPYS&P 500 ETF$291,500+87.45 +0.03%
  • QQQQQQNasdaq 100 ETF$246,510+517.67 +0.21%

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

Recent Transactions

  • Buy — SPYExternal Roth IRA−$280,65001/12/2026
  • Buy — QQQExternal Roth IRA−$199,36105/16/2024
  • Buy — NESNExternal Euro Account−$482,00010/04/2023
  • Buy — ASMLExternal Euro Account−$318,84806/13/2022