··:··:·· EST
SPX5,842.12+0.42%NDX20,812.4+0.86%DJI42,138.1−0.14%RTY2,312.4+1.24%VIX14.82−3.12%DXY104.82−0.21%US10Y4.32%−0.86%US2Y4.32%−0.34%BUND102.38%−0.42%EURUSD1.0824+0.14%USDJPY154.8200−0.24%BTC96,420−1.62%GOLD2,682.4+0.48%WTI72.18+1.24%SPX5,842.12+0.42%NDX20,812.4+0.86%DJI42,138.1−0.14%RTY2,312.4+1.24%VIX14.82−3.12%DXY104.82−0.21%US10Y4.32%−0.86%US2Y4.32%−0.34%BUND102.38%−0.42%EURUSD1.0824+0.14%USDJPY154.8200−0.24%BTC96,420−1.62%GOLD2,682.4+0.48%WTI72.18+1.24%
Portfolio

Fixed Income

5 positions · $146,013,600 market value

Weighted Yield
4.14%
YTM, gross
Duration
8.27 yrs
modified
DV01
$120,692
per 1bp move
Avg Quality
AA
composite
Income (12m)
$6,050,636
projected
Yield CurveTreasury · IG · Muni TEY
3.06%3.86%4.67%5.47%6.28%1M3M6M1Y2Y3Y5Y7Y10Y20Y30Y
US TreasuryIG CorporateMuni (TEY)
Quality & Sector Mix
AAA
34.0%
AA
42.0%
A
18.0%
BBB
6.0%
Sector
Treasury
48.0%
Corporate
32.0%
Muni
14.0%
Sovereign
6.0%
Maturity LadderPrincipal repayments + projected coupon income, 25y horizon
$51.7M$38.8M$25.8M$12.9M$0.026283032343638404244464850
Principal at maturity Annual coupon
Fixed Income Holdings5 bonds
IssueRatingMaturityCouponYieldDurationPriceParMV
UST 4.25 11/34
US Treasury 4.250% 11/15/34
AAA2034-11-154.250%4.40%8.498.42$48,000,000$47,241,600
UST 3.875 04/29
US Treasury 3.875% 04/30/29
AAA2029-04-303.875%4.05%4.299.10$36,000,000$35,676,000
AAPL 3.6 09/42
Apple Inc. 3.600% 09/15/42
AA+2042-09-153.600%5.24%12.684.20$18,000,000$15,156,000
DBR 2.5 08/46
German Bund 2.500% 08/15/46
AAA2046-08-152.500%2.82%14.892.40$22,000,000$20,328,000
MUNI CA 5.0 31
California GO 5.000% 06/01/31
AA2031-06-015.000%4.20%6.1106.20$26,000,000$27,612,000