Portfolio
Aug 21, 2026- Bond85.40%
- Stock14.60%
Morningstar style box
Aug 21, 2026Current style: Mid Growth
Large
Mid
Small
0%
0%
0%
0%
26%
54%
0%
19%
0%
ValueBlendGrowth
Weight %50+25-4910-240-9
Top Holdings
Aug 21, 2026Top 5 Holdings Weight: 100.0%
| Name/code | Weight | Type | Industry | Style | Price | Change % | Market Cap |
|---|---|---|---|---|---|---|---|
1  Blackrock Treasury Trust Instl 62 | 85.40% | — | — | — | — | — | — |
| 4.00% | Equity | Consumer Discretionary | Large Growth | — | — | — | |
| 3.94% | Equity | Consumer Discretionary | Large Blend | — | — | — | |
| 3.86% | Equity | Consumer Discretionary | Large Value | — | — | — | |
| 2.81% | Equity | Consumer Discretionary | Large Value | — | — | — |
