----
Portfolio
Oct 29, 2026- Stock204.49%
- Other0.00%
- Cash0.00%
- Stock
- 204.49%
- Other
- 0.00%
- Cash
- 0.00%
Morningstar style box
Jul 29, 2026Large
Mid
Small
0%
0%
0%
0%
0%
100%
0%
0%
0%
ValueBlendGrowth
Weight %50+25-4910-240-9
Top Holdings
Oct 29, 2026Top 2 Holdings Weight: 206.7%
| Name/code | Weight | Type | Industry | Style | Price | Change % | Market Cap |
|---|---|---|---|---|---|---|---|
1 ![]() Circle Internet Group Swap Clearstreet | 204.49% | — | — | — | — | — | — |
2 ![]() First American Government Obligs X | 2.18% | — | — | — | — | — | — |

