Portfolio
Sep 2, 2026- Other99.57%
- Stock19.01%
- Cash0.00%
Morningstar style box
Sep 2, 2026Current style: Large Growth
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ValueBlendGrowth
Weight %50+25-4910-240-9
Top Holdings
Sep 2, 2026Top 4 Holdings Weight: 195.5%
| Name/code | Weight | Type | Industry | Style | Price | Change % | Market Cap |
|---|---|---|---|---|---|---|---|
1  NVIDIA CORP WEEKLYPAY SWAP NM | 100.30% | — | — | — | — | — | — |
2 United States Treasury Bills 0% | 71.22% | — | — | — | — | — | — |
| 19.01% | Equity | Information Technology | Large Growth | — | — | — | |
4 First American Government Obligs X | 5.02% | — | — | — | — | — | — |
