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Portfolio
Oct 5, 2026- Stock99.32%
- Other1.08%
- Cash0.00%
- Stock
- 99.32%
- Other
- 1.08%
- Cash
- 0.00%
Morningstar style box
Oct 5, 2026Current style: Large Blend
Large
Mid
Small
22%
33%
23%
7%
10%
4%
0%
1%
0%
ValueBlendGrowth
Weight %50+25-4910-240-9
Top Holdings
Oct 5, 2026Top 2 Holdings Weight: 99.7%
| Name/code | Weight | Type | Industry | Style | Price | Change % | Market Cap |
|---|---|---|---|---|---|---|---|
1 ![]() Vanguard S&P 500 ETF | 99.45% | — | — | — | — | — | — |
2 ![]() First American Government Obligs X | 0.24% | — | — | — | — | — | — |

