Portfolio
Aug 25, 2026- Stock68.09%
- Other20.89%
- Cash11.02%
Morningstar style box
Aug 25, 2026Current style: Mid Blend
Large
Mid
Small
17%
10%
0%
16%
6%
15%
5%
15%
15%
ValueBlendGrowth
Weight %50+25-4910-240-9
Top Holdings
Aug 25, 2026Top 10 Holdings Weight: 37.3%
| Name/code | Weight | Type | Industry | Style | Price | Change % | Market Cap |
|---|---|---|---|---|---|---|---|
1  Nasdaq Biotechnology Index Swap | 5.84% | — | — | — | — | — | — |
2 Nasdaq Biotechnology Index Swap | 5.53% | — | — | — | — | — | — |
3 ProShares GENIUS Money Market ETF | 4.64% | — | — | — | — | — | — |
| 4.47% | Equity | Health Care | Large Blend | — | — | — | |
| 4.20% | Equity | Health Care | Large Blend | — | — | — | |
| 3.76% | Equity | Health Care | Large Blend | — | — | — | |
| 2.79% | Equity | Health Care | Large Value | — | — | — | |
| 2.05% | Equity | Health Care | Large Blend | — | — | — | |
9 Nasdaq Biotechnology Index Swap | 2.04% | — | — | — | — | — | — |
10 Nasdaq Biotechnology Index Swap | 2.00% | — | — | — | — | — | — |
