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Portfolio
Nov 2, 2026- Stock80.08%
- Cash13.20%
- Bond6.72%
- Stock
- 80.08%
- Cash
- 13.20%
- Bond
- 6.72%
Morningstar style box
Nov 2, 2026Current style: Large Growth
Large
Mid
Small
0%
0%
100%
0%
0%
0%
0%
0%
0%
ValueBlendGrowth
Weight %50+25-4910-240-9
Top Holdings
Nov 2, 2026Top 3 Holdings Weight: 91.3%
| Name/code | Weight | Type | Industry | Style | Price | Change % | Market Cap |
|---|---|---|---|---|---|---|---|
| 80.08% | Equity | Information Technology | Large Growth | — | — | — | |
2 ![]() Clear Street Pledged | 8.97% | — | — | — | — | — | — |
3 ![]() Cantor Pledged | 2.25% | — | — | — | — | — | — |


