Portfolio
Sep 18, 2026- Stock68.63%
- Cash21.85%
- Bond9.51%
Morningstar style box
Sep 18, 2026Current style: Large Growth
Large
Mid
Small
0%
0%
100%
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0%
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ValueBlendGrowth
Weight %50+25-4910-240-9
Top Holdings
Sep 18, 2026Top 3 Holdings Weight: 78.1%
| Name/code | Weight | Type | Industry | Style | Price | Change % | Market Cap |
|---|---|---|---|---|---|---|---|
| 68.63% | Equity | Consumer Discretionary | Large Blend | — | — | — | |
2  Cantor Pledged | 5.47% | — | — | — | — | — | — |
3 Clear Street Pledged | 4.05% | — | — | — | — | — | — |
