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Portfolio
Oct 2, 2026- Stock83.51%
- Bond16.49%
- Stock
- 83.51%
- Bond
- 16.49%
Morningstar style box
Oct 2, 2026Current style: Large Blend
Large
Mid
Small
0%
100%
0%
0%
0%
0%
0%
0%
0%
ValueBlendGrowth
Weight %50+25-4910-240-9
Top Holdings
Oct 2, 2026Top 3 Holdings Weight: 100.0%
| Name/code | Weight | Type | Industry | Style | Price | Change % | Market Cap |
|---|---|---|---|---|---|---|---|
| 83.51% | Equity | Information Technology | Large Blend | — | — | — | |
2 ![]() Cantor Pledged | 9.80% | — | — | — | — | — | — |
3 ![]() Clear Street Pledged | 6.69% | — | — | — | — | — | — |


