Portfolio
Aug 17, 2026- Other210.58%
- Cash0.00%
Morningstar style box
Jul 22, 2026Large
Mid
Small
100%
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ValueBlendGrowth
Weight %50+25-4910-240-9
Top Holdings
Aug 17, 2026Top 5 Holdings Weight: 216.4%
| Name/code | Weight | Type | Industry | Style | Price | Change % | Market Cap |
|---|---|---|---|---|---|---|---|
1  UNITEDHEALTH GROUP SWAP - L - CANTOR | 86.01% | — | — | — | — | — | — |
2 UNITEDHEALTH GROUP SWAP - L - CLEARSTREET | 59.30% | — | — | — | — | — | — |
3 UNITEDHEALTH GROUP SWAP - L - MAREX | 40.42% | — | — | — | — | — | — |
4 UNITEDHEALTH GROUP INCORPORATED-SWAP-NBCB-L | 17.42% | — | — | — | — | — | — |
5 First American Treasury Obligs X | 13.24% | — | — | — | — | — | — |