Portfolio
Aug 17, 2026- Cash67.26%
- Stock44.39%
- Other0.00%
Morningstar style box
Aug 19, 2026Current style: Small Growth
Large
Mid
Small
0%
0%
0%
0%
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45%
0%
8%
46%
ValueBlendGrowth
Weight %50+25-4910-240-9
Top Holdings
Aug 17, 2026Top 10 Holdings Weight: 98.8%
| Name/code | Weight | Type | Industry | Style | Price | Change % | Market Cap |
|---|---|---|---|---|---|---|---|
1  The Laddered T-Bill ETF | 27.95% | — | — | — | — | — | — |
2 Recv Foto Trs Lite Eq | 9.53% | — | — | — | — | — | — |
3 Payb Foto Trs Lite Eq | 9.30% | — | — | — | — | — | — |
4 Payb Foto Trs Cohr Eq | 8.77% | — | — | — | — | — | — |
5 Payb Foto Trs Ipgp Eq | 8.01% | — | — | — | — | — | — |
6 Payb Foto Trs Fn Eq | 8.01% | — | — | — | — | — | — |
7 Recv Foto Trs Fn Eq | 7.32% | — | — | — | — | — | — |
| 7.12% | Equity | Information Technology | Large Growth | — | — | — | |
9 Recv Foto Trs Cohr Eq | 6.87% | — | — | — | — | — | — |
10 Payb Foto Trs Lasr Eq | 5.93% | — | — | — | — | — | — |
