Portfolio
Sep 10, 2026- Stock89.63%
- Other9.93%
- Bond3.74%
- Cash0.00%
Morningstar style box
Sep 10, 2026Current style: Large Blend
Large
Mid
Small
32%
40%
28%
0%
0%
0%
0%
0%
0%
ValueBlendGrowth
Weight %50+25-4910-240-9
Top Holdings
Sep 10, 2026Top 10 Holdings Weight: 107.2%
| Name/code | Weight | Type | Industry | Style | Price | Change % | Market Cap |
|---|---|---|---|---|---|---|---|
1  Samsung Electronics Co Ltd | 19.18% | — | — | — | — | — | — |
2 SK hynix Inc | 17.67% | — | — | — | — | — | — |
3 MICRON TECHNOLOGY INC SWAP NM | 15.00% | — | — | — | — | — | — |
4 First American Government Obligs X | 14.38% | — | — | — | — | — | — |
5 United States Treasury Bills 0% | 11.30% | — | — | — | — | — | — |
6 MICRON TECHNOLOGY INC.-SWAP-GOLD-L | 8.91% | — | — | — | — | — | — |
7 SAMSUNG ELECTRONICS -SWAP-GOLD-L | 6.00% | — | — | — | — | — | — |
8 SK HYNIX INC-SWAP-GOLD-L | 5.60% | — | — | — | — | — | — |
| 4.62% | Equity | Information Technology | Large Growth | — | — | — | |
10 CXMT CORPORATION-SWAP-GOLD-L | 4.50% | — | — | — | — | — | — |
