Portfolio
Sep 3, 2026- Cash44.32%
- Stock33.73%
- Bond21.92%
- Other0.02%
Morningstar style box
Sep 3, 2026Current style: Large Value
Large
Mid
Small
24%
76%
0%
0%
0%
0%
0%
0%
0%
ValueBlendGrowth
Weight %50+25-4910-240-9
Top Holdings
Sep 3, 2026Top 10 Holdings Weight: 101.9%
| Name/code | Weight | Type | Industry | Style | Price | Change % | Market Cap |
|---|---|---|---|---|---|---|---|
1  Fidelity Inv MM Government I | 24.20% | — | — | — | — | — | — |
2 SK hynix Inc | 20.94% | — | — | — | — | — | — |
3 United States Treasury Bills 0% | 18.29% | — | — | — | — | — | — |
4 Dram 09/18/2026 52 C | 12.27% | — | — | — | — | — | — |
5 Dram 09/18/2026 52 P | 7.64% | — | — | — | — | — | — |
6 Samsung Electronics Co Ltd | 6.76% | — | — | — | — | — | — |
7 United States Treasury Bills 0% | 3.63% | — | — | — | — | — | — |
8 Sndk 09/18/2026 1280 C | 3.05% | — | — | — | — | — | — |
9 Mu 09/18/2026 950 P | 2.69% | — | — | — | — | — | — |
10 Mu 09/18/2026 950 C | 2.37% | — | — | — | — | — | — |