Portfolio
Aug 25, 2026- Stock59.86%
- Other27.03%
- Cash13.11%
Morningstar style box
Aug 25, 2026Current style: Large Growth
Large
Mid
Small
22%
29%
49%
0%
0%
0%
0%
0%
0%
ValueBlendGrowth
Weight %50+25-4910-240-9
Top Holdings
Aug 25, 2026Top 10 Holdings Weight: 82.9%
| Name/code | Weight | Type | Industry | Style | Price | Change % | Market Cap |
|---|---|---|---|---|---|---|---|
| 15.95% | Equity | Information Technology | Large Growth | — | — | — | |
2  SK hynix Inc | 14.37% | — | — | — | — | — | — |
3 Samsung Electronics Co Ltd | 10.68% | — | — | — | — | — | — |
4 First American Government Obligs X | 9.80% | — | — | — | — | — | — |
5 Dram 09/18/2026 57.01 P | 8.91% | — | — | — | — | — | — |
6 Dram 09/18/2026 57.01 C | 6.24% | — | — | — | — | — | — |
7 Nanya Technology Corp | 4.77% | — | — | — | — | — | — |
8 Winbond Electronics Corp | 4.16% | — | — | — | — | — | — |
| 4.16% | Equity | Information Technology | Large Growth | — | — | — | |
| 3.81% | Equity | Information Technology | Large Growth | — | — | — |
