Portfolio
Sep 11, 2026- Stock86.85%
- Bond13.15%
Morningstar style box
Sep 11, 2026Current style: Large Blend
Large
Mid
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ValueBlendGrowth
Weight %50+25-4910-240-9
Top Holdings
Sep 11, 2026Top 3 Holdings Weight: 100.0%
| Name/code | Weight | Type | Industry | Style | Price | Change % | Market Cap |
|---|---|---|---|---|---|---|---|
| 86.85% | Equity | Information Technology | Large Blend | — | — | — | |
2  Cantor Pledged | 10.46% | — | — | — | — | — | — |
3 Clear Street Pledged | 2.69% | — | — | — | — | — | — |
