Portfolio
Aug 21, 2026- Stock121.73%
- 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
Aug 21, 2026Top 4 Holdings Weight: 191.3%
| Name/code | Weight | Type | Industry | Style | Price | Change % | Market Cap |
|---|---|---|---|---|---|---|---|
1  BROADCOM INC SWAP NM | 101.44% | — | — | — | — | — | — |
2 United States Treasury Bills 0% | 60.93% | — | — | — | — | — | — |
| 20.29% | Equity | Information Technology | Large Growth | — | — | — | |
4 First American Government Obligs X | 8.64% | — | — | — | — | — | — |
