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Portfolio
Oct 29, 2026- Stock118.59%
- Other0.00%
- Cash0.00%
- Stock
- 118.59%
- Other
- 0.00%
- Cash
- 0.00%
Morningstar style box
Jul 23, 2026Current style: Large Growth
Large
Mid
Small
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100%
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ValueBlendGrowth
Weight %50+25-4910-240-9
Top Holdings
Oct 29, 2026Top 4 Holdings Weight: 212.7%
| Name/code | Weight | Type | Industry | Style | Price | Change % | Market Cap |
|---|---|---|---|---|---|---|---|
1 ![]() BROADCOM INC SWAP NM | 98.82% | — | — | — | — | — | — |
2 ![]() United States Treasury Bills 0% | 85.39% | — | — | — | — | — | — |
| 19.77% | Equity | Information Technology | Large Growth | — | — | — | |
4 ![]() First American Government Obligs X | 8.72% | — | — | — | — | — | — |


