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Portfolio
Oct 4, 2026- Stock89.45%
- Other8.14%
- Preferred1.37%
- Cash1.05%
- Stock
- 89.45%
- Other
- 8.14%
- Preferred
- 1.37%
- Cash
- 1.05%
Morningstar style box
Oct 4, 2026Current style: Large Growth
Large
Mid
Small
0%
10%
42%
0%
2%
35%
0%
5%
5%
ValueBlendGrowth
Weight %50+25-4910-240-9
Top Holdings
Oct 4, 2026Top 10 Holdings Weight: 54.8%
| Name/code | Weight | Type | Industry | Style | Price | Change % | Market Cap |
|---|---|---|---|---|---|---|---|
| 7.81% | Equity | Information Technology | Large Growth | — | — | — | |
| 7.57% | Equity | Financials | Mid Blend | — | — | — | |
| 6.11% | Equity | Information Technology | Mid Growth | — | — | — | |
| 6.02% | Equity | Financials | Large Value | — | — | — | |
| 5.49% | Equity | Financials | Large Growth | — | — | — | |
6 ![]() Ark Bitcoin Etf Holdco (Arkf) | 5.11% | — | — | — | — | — | — |
| 4.54% | Equity | Information Technology | Large Growth | — | — | — | |
| 4.47% | Equity | Communication Services | Large Growth | — | — | — | |
| 4.04% | Equity | Financials | Large Growth | — | — | — | |
| 3.61% | Equity | Consumer Discretionary | Large Blend | — | — | — |










