Asset Allocation

As of March 31, 2026.
Type % Net
Cash 35.50%
Stock 57.84%
Bond 6.55%
Convertible 0.00%
Preferred 0.00%
Other 0.11%
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Market Capitalization

Large --
Mid --
Small --
No Data Available
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Region Exposure

% Developed Markets: 93.45%    % Emerging Markets: 0.00%    % Unidentified Markets: 6.55%

Americas 79.50%
79.50%
United States 79.50%
0.00%
As of March 31, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 7.10%
United Kingdom 4.71%
2.40%
Netherlands 3.74%
Spain -1.35%
0.00%
0.00%
Greater Asia 6.84%
Japan 0.00%
6.84%
Australia 6.84%
0.00%
0.00%
Unidentified Region 6.55%

Bond Credit Quality Exposure

AAA 0.00%
AA 33.57%
A 0.00%
BBB 0.00%
BB 0.00%
B 0.00%
Below B 0.00%
    CCC 0.00%
    CC 0.00%
    C 0.00%
    DDD 0.00%
    DD 0.00%
    D 0.00%
Not Rated 0.00%
Not Available 66.43%
Short Term 0.00%
As of March 31, 2026
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Stock Sector Exposure

Cyclical
24.74%
Materials
0.00%
Consumer Discretionary
5.32%
Financials
15.19%
Real Estate
4.23%
Sensitive
26.61%
Communication Services
7.15%
Energy
-0.01%
Industrials
14.33%
Information Technology
5.14%
Defensive
30.13%
Consumer Staples
6.13%
Health Care
14.18%
Utilities
9.82%
Not Classified
18.51%
Non Classified Equity
1.02%
Not Classified - Non Equity
17.49%
As of March 31, 2026
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Bond Sector Exposure

As of March 31, 2026
Type % Net
Government 100.0%
Corporate 0.00%
Securitized 0.00%
Municipal 0.00%
Other 0.00%
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Bond Maturity Exposure

Short Term
88.45%
Less than 1 Year
88.45%
Intermediate
11.55%
1 to 3 Years
11.55%
3 to 5 Years
0.00%
5 to 10 Years
0.00%
Long Term
0.00%
10 to 20 Years
0.00%
20 to 30 Years
0.00%
Over 30 Years
0.00%
Other
0.00%
As of March 31, 2026
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