Portfolio
Sep 14, 2026- Stock120.42%
- Other0.00%
- Cash0.00%
Morningstar style box
Jul 22, 2026Current style: Large Value
Large
Mid
Small
0%
100%
0%
0%
0%
0%
0%
0%
0%
ValueBlendGrowth
Weight %50+25-4910-240-9
Top Holdings
Sep 14, 2026Top 4 Holdings Weight: 199.4%
| Name/code | Weight | Type | Industry | Style | Price | Change % | Market Cap |
|---|---|---|---|---|---|---|---|
1  AMAZON INC SWAP NM | 100.35% | — | — | — | — | — | — |
2 United States Treasury Bills 0% | 61.55% | — | — | — | — | — | — |
| 20.07% | Equity | Consumer Discretionary | Large Blend | — | — | — | |
4 First American Government Obligs X | 17.47% | — | — | — | — | — | — |
