Portfolio
Sep 13, 2026- Stock89.93%
- Other9.95%
- Cash0.11%
Morningstar style box
Sep 13, 2026Current style: Large Growth
Large
Mid
Small
4%
9%
33%
0%
2%
40%
0%
6%
6%
ValueBlendGrowth
Weight %50+25-4910-240-9
Top Holdings
Sep 13, 2026Top 10 Holdings Weight: 55.9%
| Name/code | Weight | Type | Industry | Style | Price | Change % | Market Cap |
|---|---|---|---|---|---|---|---|
| 7.91% | Equity | Financials | Mid Blend | — | — | — | |
2  Ark Bitcoin Etf Holdco (Arkf) | 6.79% | — | — | — | — | — | — |
| 6.79% | Equity | Information Technology | Mid Growth | — | — | — | |
| 6.77% | Equity | Information Technology | Large Growth | — | — | — | |
| 6.22% | Equity | Financials | Large Growth | — | — | — | |
| 5.59% | Equity | Financials | Large Value | — | — | — | |
| 4.50% | Equity | Financials | Large Growth | — | — | — | |
| 4.04% | Equity | Information Technology | Large Growth | — | — | — | |
| 3.74% | Equity | Consumer Discretionary | Large Blend | — | — | — | |
| 3.60% | Equity | Communication Services | Large Growth | — | — | — |
