Portfolio
Aug 23, 2026- Stock96.14%
- Other2.73%
- Cash1.12%
Morningstar style box
Aug 23, 2026Current style: Mid Growth
Large
Mid
Small
4%
3%
33%
5%
0%
26%
2%
15%
13%
ValueBlendGrowth
Weight %50+25-4910-240-9
Top Holdings
Aug 23, 2026Top 5 Holdings Weight: 133.6%
| Name/code | Weight | Type | Industry | Style | Price | Change % | Market Cap |
|---|---|---|---|---|---|---|---|
1  ARK Innovation ETF | 100.88% | — | — | — | — | — | — |
2 4Arkk Us 06/30/27 C80.82 | 16.79% | — | — | — | — | — | — |
3 4Arkk Us 06/30/27 C84.86 | 9.10% | — | — | — | — | — | — |
4 4arkk Us 06/30/27 P80.82 | 6.03% | — | — | — | — | — | — |
5 Goldman Fs Trsy Oblig Inst 468 | 0.78% | — | — | — | — | — | — |