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Portfolio
Oct 2, 2026- Stock83.43%
- Cash9.73%
- Bond6.85%
- Stock
- 83.43%
- Cash
- 9.73%
- Bond
- 6.85%
Morningstar style box
Oct 2, 2026Current style: Large Growth
Large
Mid
Small
0%
0%
100%
0%
0%
0%
0%
0%
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ValueBlendGrowth
Weight %50+25-4910-240-9
Top Holdings
Oct 2, 2026Top 3 Holdings Weight: 91.9%
| Name/code | Weight | Type | Industry | Style | Price | Change % | Market Cap |
|---|---|---|---|---|---|---|---|
| 83.43% | Equity | Information Technology | Large Growth | — | — | — | |
2 ![]() Clear Street Pledged | 7.65% | — | — | — | — | — | — |
3 ![]() Cantor Pledged | 0.80% | — | — | — | — | — | — |


