Asset Allocation

As of December 31, 2025.
Type % Net
Cash 3.58%
Stock 66.23%
Bond 7.99%
Convertible 0.00%
Preferred 0.00%
Other 22.19%
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Market Capitalization

As of December 31, 2025
Large 90.22%
Mid 9.46%
Small 0.31%
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Region Exposure

% Developed Markets: 76.10%    % Emerging Markets: 0.37%    % Unidentified Markets: 23.53%

Americas 74.03%
73.66%
Canada 0.93%
United States 72.73%
0.37%
As of December 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 2.12%
United Kingdom 1.13%
0.99%
Ireland 0.28%
Netherlands 0.72%
0.00%
0.00%
Greater Asia 0.31%
Japan 0.00%
0.10%
Australia 0.10%
0.21%
Singapore 0.21%
0.00%
Unidentified Region 23.53%

Bond Credit Quality Exposure

AAA 0.00%
AA 0.00%
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 100.0%
Short Term 0.00%
As of December 31, 2025
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Stock Sector Exposure

Cyclical
14.79%
Materials
1.10%
Consumer Discretionary
13.39%
Financials
0.30%
Real Estate
0.00%
Sensitive
73.61%
Communication Services
16.02%
Energy
0.49%
Industrials
3.44%
Information Technology
53.66%
Defensive
11.44%
Consumer Staples
4.58%
Health Care
5.43%
Utilities
1.43%
Not Classified
0.16%
Non Classified Equity
0.16%
Not Classified - Non Equity
0.00%
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
100.0%
Less than 1 Year
100.0%
Intermediate
0.00%
1 to 3 Years
0.00%
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 December 31, 2025
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