Portfolio
Sep 23, 2026- Cash68.08%
- Bond35.06%
- Other2.98%
- Stock0.00%
Morningstar style box
Jul 24, 2026Large
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ValueBlendGrowth
Weight %50+25-4910-240-9
Top Holdings
Sep 23, 2026Top 10 Holdings Weight: 137.7%
| Name/code | Weight | Type | Industry | Style | Price | Change % | Market Cap |
|---|---|---|---|---|---|---|---|
1  United States Treasury Bills 0% | 42.96% | — | — | — | — | — | — |
2 Tsla 11/20/2026 370.02 C | 19.98% | — | — | — | — | — | — |
3 United States Treasury Bills 0% | 18.32% | — | — | — | — | — | — |
4 United States Treasury Notes 2.38% | 16.74% | — | — | — | — | — | — |
5 Tsla 11/20/2026 370.02 P | 14.16% | — | — | — | — | — | — |
6 First American Government Obligs X | 11.99% | — | — | — | — | — | — |
7 United States Treasury Bills 0% | 10.67% | — | — | — | — | — | — |
8 TSLA US 09/25/26 P365 | 1.02% | — | — | — | — | — | — |
9 TSLA US 11/20/26 C560 | 0.96% | — | — | — | — | — | — |
10 TSLA US 09/25/26 P360 | 0.95% | — | — | — | — | — | — |