💰 Wealth

Theiler Trust • Offense + Defense
Total Net Worth
$3,091,462
↑ Unrealized Gains: +$159,236 | Liquid: $990K | Updated: Mar 16, 2026
📊 Asset Allocation Rebalance →
45%
35%
13%
4%
4%
Real Estate $1.38M 44.8%
Schwab Accounts $1.09M 35.2%
AMX HYS (Emergency) $389K 12.6%
Crypto $112K 3.6%
Physical Cash + Other $119K 3.8%
⚡ Live Trading Positions ● LIVE
Asset Size Entry Value P&L ROE
Loading positions...
Last updated: --
🏠 Real Estate Portfolio $1.38M TFT equity
1250 Chinook (Home)
$900,000
0% LTV — Paid off ✓
Liberty Estates
$159,882
49% LTV (50% share)
12516 Kenai Spur (Mfg)
$160,669
20% LTV (50% share)
281 Skwentna (ANC)
$77,000
80% LTV
4092 Lupine (Retreat)
$64,909
77% LTV
5455 Kenai Spur
$12,847
95% LTV (50% share)
K Beach Reef
$9,205
97% LTV (50% share)
📊 Schwab Accounts $1.09M total
Marc Individual (#970) $602,944
+$96,026 unrealized
Shana SEP (#375) $440,502
SWVXX: $195,279 | Cash: $95,883
+$38,023 unrealized
Marc SEP (#344) $44,266
+$25,187 unrealized (GOOG 10x!)
🟢
RISK-ON REGIME
BTC $74,492 • $16.5K above trigger
Regime shift @ BTC < $58,000
3/4 signals bullish • Fear & Greed: 28
🛡️ Defense Status
🏠
Home Insurance
Renews Dec 2026
OK
📋
Property Tax
Due Oct 15
DUE
💳
Credit Utilization
23% of limit
OK
💰
AMX-#41000
$35,369 overdue
LATE
⚔️ Capital Deployment Queue Full System →
BTC Accumulation
Deploy $100K — Current: $67K
HIGH
Start ETH Position
Deploy $30K — Currently: $0
HIGH
Start SOL Position
Deploy $15K — Currently: $0
MED
💵
$454K Dry Powder Ready
RISK-ON regime — deploy in tranches
🎯 Crypto Targets
Current 3.6% ($112K)
Target 10% ($309K)
Gap +$197K needed
📋 Action Items
AMX-#4100 — PAID ✓
Call BOA — Request late fees waived
AMX Delta $5,641 — Due Thu 3/19
AMX Platinum $4,783 — Due Sat 3/21
Deploy cash → BTC on dips