Asset Allocation

As of December 31, 2025.
Type % Net
Cash -6.82%
Stock 100.5%
Bond 6.31%
Convertible 0.00%
Preferred 0.03%
Other 0.01%
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Market Capitalization

As of December 31, 2025
Large 86.08%
Mid 12.61%
Small 1.32%
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Region Exposure

% Developed Markets: 51.70%    % Emerging Markets: 55.09%    % Unidentified Markets: -6.79%

Americas 16.00%
6.98%
Canada 0.00%
United States 6.98%
9.01%
Brazil 4.88%
Chile 0.01%
Colombia 0.61%
Mexico 2.79%
Peru 0.00%
As of December 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 13.18%
United Kingdom 0.00%
4.37%
Greece 0.01%
Ireland 0.01%
Netherlands 0.00%
Switzerland 1.00%
0.02%
Czech Republic 0.00%
Poland 0.01%
Turkey 0.01%
8.78%
Egypt 1.61%
Qatar 0.01%
Saudi Arabia 1.93%
South Africa 3.05%
United Arab Emirates 1.51%
Greater Asia 77.62%
Japan 0.00%
0.00%
Australia 0.00%
38.82%
Hong Kong 6.23%
Singapore 4.82%
South Korea 10.47%
Taiwan 17.30%
38.80%
China 18.35%
India 14.59%
Indonesia 2.75%
Kazakhstan 1.68%
Malaysia 0.02%
Philippines 0.00%
Thailand 0.45%
Unidentified Region -6.79%

Bond Credit Quality Exposure

AAA --
AA --
A --
BBB --
BB --
B --
Below B --
    CCC --
    CC --
    C --
    DDD --
    DD --
    D --
Not Rated --
Not Available --
Short Term --
No Data Available
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Stock Sector Exposure

Cyclical
38.54%
Materials
0.91%
Consumer Discretionary
16.56%
Financials
19.71%
Real Estate
1.36%
Sensitive
45.39%
Communication Services
6.74%
Energy
2.42%
Industrials
9.47%
Information Technology
26.76%
Defensive
5.54%
Consumer Staples
4.26%
Health Care
1.22%
Utilities
0.06%
Not Classified
10.53%
Non Classified Equity
0.76%
Not Classified - Non Equity
9.77%
As of December 31, 2025
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Bond Sector Exposure

As of December 31, 2025
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 --
Less than 1 Year --
Intermediate --
1 to 3 Years --
3 to 5 Years --
5 to 10 Years --
Long Term --
10 to 20 Years --
20 to 30 Years --
Over 30 Years --
Other --
No Data Available
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