----
Portfolio
Oct 21, 2026- Stock191.85%
- Other0.00%
- Cash0.00%
- Stock
- 191.85%
- Other
- 0.00%
- Cash
- 0.00%
Morningstar style box
Jul 29, 2026Large
Mid
Small
0%
0%
0%
0%
0%
100%
0%
0%
0%
ValueBlendGrowth
Weight %50+25-4910-240-9
Top Holdings
Oct 21, 2026Top 2 Holdings Weight: 193.5%
| Name/code | Weight | Type | Industry | Style | Price | Change % | Market Cap |
|---|---|---|---|---|---|---|---|
1 ![]() Circle Internet Group Swap Clearstreet | 191.85% | — | — | — | — | — | — |
2 ![]() First American Government Obligs X | 1.64% | — | — | — | — | — | — |

