Portfolio
Sep 16, 2026- Stock121.79%
- Other0.00%
- Cash0.00%
Morningstar style box
Jul 23, 2026Current style: Large Growth
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ValueBlendGrowth
Weight %50+25-4910-240-9
Top Holdings
Sep 16, 2026Top 4 Holdings Weight: 199.4%
| Name/code | Weight | Type | Industry | Style | Price | Change % | Market Cap |
|---|---|---|---|---|---|---|---|
1  BROADCOM INC SWAP NM | 101.49% | — | — | — | — | — | — |
2 United States Treasury Bills 0% | 68.54% | — | — | — | — | — | — |
| 20.30% | Equity | Information Technology | Large Growth | — | — | — | |
4 First American Government Obligs X | 9.08% | — | — | — | — | — | — |
