Portfolio
Sep 24, 2026- Bond43.38%
- Stock37.50%
- Cash16.31%
- Other2.80%
Morningstar style box
Sep 24, 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 24, 2026Top 10 Holdings Weight: 119.9%
| Name/code | Weight | Type | Industry | Style | Price | Change % | Market Cap |
|---|---|---|---|---|---|---|---|
1  United States Treasury Bills 0% | 38.48% | — | — | — | — | — | — |
2 SK hynix Inc | 21.89% | — | — | — | — | — | — |
3 United States Treasury Bills 0% | 16.50% | — | — | — | — | — | — |
4 Dram 12/18/2026 55 C | 13.61% | — | — | — | — | — | — |
5 Dram 12/18/2026 55 P | 8.18% | — | — | — | — | — | — |
6 Samsung Electronics Co Ltd | 6.92% | — | — | — | — | — | — |
7 United States Treasury Bills 0% | 4.90% | — | — | — | — | — | — |
8 Mu 12/18/2026 930 C | 4.29% | — | — | — | — | — | — |
9 Sndk 12/18/2026 1570 C | 3.06% | — | — | — | — | — | — |
10 Mu 12/18/2026 930 P | 2.10% | — | — | — | — | — | — |