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Portfolio
Oct 29, 2026- Bond64.53%
- Cash15.23%
- Stock14.31%
- Other5.92%
- Bond
- 64.53%
- Cash
- 15.23%
- Stock
- 14.31%
- Other
- 5.92%
Top Holdings
Oct 29, 2026Top 10 Holdings Weight: 119.2%
| Name/code | Weight | Type | Industry | Style | Price | Change % | Market Cap |
|---|---|---|---|---|---|---|---|
1 ![]() United States Treasury Notes 2.38% | 24.58% | — | — | — | — | — | — |
2 ![]() PLTR US 11/20/26 C165 | 15.99% | — | — | — | — | — | — |
3 ![]() United States Treasury Bills 0% | 14.92% | — | — | — | — | — | — |
4 ![]() United States Treasury Bills 0% | 13.63% | — | — | — | — | — | — |
5 ![]() United States Treasury Notes 3.38% | 13.59% | — | — | — | — | — | — |
6 ![]() United States Treasury Bills 0% | 12.73% | — | — | — | — | — | — |
7 ![]() PLTR US 12/18/26 C185 | 10.12% | — | — | — | — | — | — |
8 ![]() Pltr 12/18/2026 185.01 P | 6.06% | — | — | — | — | — | — |
9 ![]() Pltr 11/20/2026 165.01 P | 4.63% | — | — | — | — | — | — |
10 ![]() First American Government Obligs X | 2.94% | — | — | — | — | — | — |

