13.2004.97% ( -0.690 )
Closed: Nov 6, 16:00:00 (EDT)Portfolio
Nov 4, 2026- Stock197.73%
- Other0.00%
- Cash0.00%
- Stock
- 197.73%
- 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
Nov 4, 2026Top 2 Holdings Weight: 199.6%
| Name/code | Weight | Type | Industry | Style | Price | Change % | Market Cap |
|---|---|---|---|---|---|---|---|
1 ![]() Circle Internet Group Swap Clearstreet | 197.73% | — | — | — | — | — | — |
2 ![]() First American Government Obligs X | 1.83% | — | — | — | — | — | — |

