Portfolio
Aug 17, 2026- Bond55.08%
- Stock22.19%
- Cash19.22%
- Other3.50%
Morningstar style box
Aug 17, 2026Current style: Large Blend
Large
Mid
Small
25%
34%
22%
5%
8%
4%
1%
1%
0%
ValueBlendGrowth
Weight %50+25-4910-240-9
Top Holdings
Aug 17, 2026Top 10 Holdings Weight: 72.2%
| Name/code | Weight | Type | Industry | Style | Price | Change % | Market Cap |
|---|---|---|---|---|---|---|---|
1  State Street Instl US Govt MMkt Premier | 17.78% | — | — | — | — | — | — |
2 Us 10yr Note (Cbt)sep26 Xcbt 20260921 | 13.12% | — | — | — | — | — | — |
3 Euro Bund Future Sept 26 | 9.53% | — | — | — | — | — | — |
4 State Street® SPDR® Port S&P 500® ETF | 6.95% | — | — | — | — | — | — |
5 Us Long Bond(Cbt) Sep26 Xcbt 20260921 | 5.84% | — | — | — | — | — | — |
6 Euro Stoxx 50 Sep26 Xeur 20260918 | 4.91% | — | — | — | — | — | — |
7 10 Year Australian Treasury Bond Future Sept 26 | 4.86% | — | — | — | — | — | — |
8 Ss All Weatherstrgy Cayman Ltd | 3.46% | — | — | — | — | — | — |
9 Long Gilt Future Sept 26 | 3.27% | — | — | — | — | — | — |
10 Future on TOPIX | 2.53% | — | — | — | — | — | — |