| Ticker | Name | Strategy | Price | Today | Value | Cost | G/L | Return |
|---|---|---|---|---|---|---|---|---|
| JTEK | JPMorgan US Tech Leaders | US All Cap | $82.85 | -1.22% | $932,228 | $701,832 | +$230,396 | +32.8% |
| MSFT | Microsoft Corp | US Large Cap | $410.35 | -0.08% | $537,148 | $493,208 | +$43,940 | +8.9% |
| GOOGL | Alphabet Inc | US Large Cap | $299.24 | -0.55% | $406,069 | $358,061 | +$48,008 | +13.4% |
| NVDA | NVIDIA Corp | US Large Cap | $181.55 | -0.98% | $304,814 | $147,551 | +$157,263 | +106.6% |
| TSLA | Tesla Inc | US Large Cap | $272.15 | +0.44% | $286,421 | $248,940 | +$37,481 | +15.1% |
| AAPL | Apple Inc | US Large Cap | $237.34 | -0.33% | $262,109 | $231,780 | +$30,329 | +13.1% |
| AMZN | Amazon.com Inc | US Large Cap | $207.83 | +0.12% | $247,313 | $210,605 | +$36,708 | +17.4% |
| XME | SPDR S&P Metals Mining | US Small Cap | $111.40 | -1.30% | $186,038 | $199,886 | -$13,848 | -6.9% |