----
Portfolio
Oct 7, 2026- Other53.38%
- Stock26.29%
- Cash20.33%
- Other
- 53.38%
- Stock
- 26.29%
- Cash
- 20.33%
Morningstar style box
Oct 7, 2026Current style: Large Value
Large
Mid
Small
15%
64%
1%
5%
13%
2%
0%
0%
0%
ValueBlendGrowth
Weight %50+25-4910-240-9
Top Holdings
Oct 7, 2026Top 10 Holdings Weight: 100.0%
| Name/code | Weight | Type | Industry | Style | Price | Change % | Market Cap |
|---|---|---|---|---|---|---|---|
1 ![]() KraneShares CSI China Internet ETF | 26.35% | — | — | — | — | — | — |
2 ![]() Kweb Swap Asset Leg | 26.29% | — | — | — | — | — | — |
3 ![]() Kweb Swap Asset Leg | 21.79% | — | — | — | — | — | — |
4 ![]() Dreyfus Trsry Securities Cash Mgmt | 8.05% | — | — | — | — | — | — |
5 ![]() Goldman Finl Sq Trsry Inst 506 | 7.00% | — | — | — | — | — | — |
6 ![]() Dreyfus Govt Cash Man Ins | 5.22% | — | — | — | — | — | — |
7 ![]() Kweb Swap Asset Leg | 4.23% | — | — | — | — | — | — |
8 ![]() Kweb Swap Asset Leg | 1.07% | — | — | — | — | — | — |
9 ![]() Kweb Swap Financing Leg | 0.00% | — | — | — | — | — | — |
10 ![]() Kweb Swap Financing Leg | 0.00% | — | — | — | — | — | — |

