Asset Allocation

As of February 28, 2026.
Type % Net
Cash 47.20%
Stock 28.29%
Bond 23.92%
Convertible 0.00%
Preferred 0.00%
Other 0.60%
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Market Capitalization

As of February 28, 2026
Large 96.73%
Mid 0.00%
Small 3.27%
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Region Exposure

% Developed Markets: 99.02%    % Emerging Markets: 0.12%    % Unidentified Markets: 0.85%

Americas 98.92%
98.46%
Canada 5.65%
United States 92.81%
0.46%
Brazil 0.00%
Mexico 0.00%
As of February 28, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 0.21%
United Kingdom 0.15%
0.05%
Austria 0.00%
France 0.00%
Ireland 0.03%
Netherlands 0.01%
Spain 0.00%
Switzerland 0.01%
0.00%
0.00%
Greater Asia 0.02%
Japan 0.01%
0.00%
Australia 0.00%
0.01%
Hong Kong 0.00%
Singapore 0.01%
0.00%
China 0.00%
Unidentified Region 0.85%

Bond Credit Quality Exposure

AAA 5.93%
AA 91.53%
A 1.05%
BBB 1.32%
BB 0.04%
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 0.01%
Not Available 0.12%
Short Term 0.00%
As of February 28, 2026
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Stock Sector Exposure

Cyclical
7.57%
Materials
0.14%
Consumer Discretionary
1.09%
Financials
6.21%
Real Estate
0.13%
Sensitive
82.84%
Communication Services
10.88%
Energy
4.05%
Industrials
0.58%
Information Technology
67.34%
Defensive
2.70%
Consumer Staples
1.91%
Health Care
0.63%
Utilities
0.16%
Not Classified
6.89%
Non Classified Equity
0.00%
Not Classified - Non Equity
6.89%
As of February 28, 2026
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Bond Sector Exposure

As of February 28, 2026
Type % Net
Government 91.27%
Corporate 2.50%
Securitized 6.15%
Municipal 0.00%
Other 0.08%
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Bond Maturity Exposure

Short Term
4.66%
Less than 1 Year
4.66%
Intermediate
88.87%
1 to 3 Years
44.92%
3 to 5 Years
41.71%
5 to 10 Years
2.25%
Long Term
6.43%
10 to 20 Years
6.15%
20 to 30 Years
0.24%
Over 30 Years
0.04%
Other
0.04%
As of February 28, 2026
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