Portfolio
Sep 24, 2026- Other101.32%
- Stock17.34%
- Cash0.00%
Morningstar style box
Sep 24, 2026Current style: Large Growth
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ValueBlendGrowth
Weight %50+25-4910-240-9
Top Holdings
Sep 24, 2026Top 4 Holdings Weight: 197.7%
| Name/code | Weight | Type | Industry | Style | Price | Change % | Market Cap |
|---|---|---|---|---|---|---|---|
1  NVIDIA CORP WEEKLYPAY SWAP NM | 102.24% | — | — | — | — | — | — |
2 United States Treasury Bills 0% | 71.01% | — | — | — | — | — | — |
| 17.34% | Equity | Information Technology | Large Growth | — | — | — | |
4 First American Government Obligs X | 7.07% | — | — | — | — | — | — |
