Portfolio
Sep 14, 2026- Stock88.16%
- Bond7.41%
- Cash4.43%
Morningstar style box
Sep 14, 2026Current style: Large Growth
Large
Mid
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100%
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ValueBlendGrowth
Weight %50+25-4910-240-9
Top Holdings
Sep 14, 2026Top 3 Holdings Weight: 100.3%
| Name/code | Weight | Type | Industry | Style | Price | Change % | Market Cap |
|---|---|---|---|---|---|---|---|
| 88.16% | Equity | Information Technology | Large Growth | — | — | — | |
2  Clear Street Pledged | 9.80% | — | — | — | — | — | — |
3 Cantor Pledged | 2.39% | — | — | — | — | — | — |
