Portfolio
Sep 11, 2026- Stock62.06%
- Bond19.21%
- Preferred17.94%
- Cash0.58%
- Other0.21%
Morningstar style box
Sep 11, 2026Current style: Mid Value
Large
Mid
Small
4%
15%
12%
19%
1%
2%
41%
6%
0%
ValueBlendGrowth
Weight %50+25-4910-240-9
Top Holdings
Sep 11, 2026Top 10 Holdings Weight: 88.7%
| Name/code | Weight | Type | Industry | Style | Price | Change % | Market Cap |
|---|---|---|---|---|---|---|---|
1  Global X NASDAQ 100 Covered Call ETF | 21.09% | — | — | — | — | — | — |
2 Global X SuperDividend® REIT ETF | 19.98% | — | — | — | — | — | — |
3 Global X Emerging Markets Bond ETF | 19.63% | — | — | — | — | — | — |
4 Global X US Preferred ETF | 19.38% | — | — | — | — | — | — |
| 1.57% | Equity | Energy | Large Blend | — | — | — | |
| 1.48% | Equity | Energy | Large Blend | — | — | — | |
| 1.41% | Equity | Energy | Small Value | — | — | — | |
8 ONEOK INC | 1.41% | — | — | — | — | — | — |
| 1.40% | Equity | Utilities | Mid Value | — | — | — | |
| 1.34% | Equity | Energy | Large Value | — | — | — |
