Portfolio
Jul 31, 2026- Stock80.99%
- Bond21.26%
- Cash9.58%
- Other0.00%
Morningstar style box
Jul 31, 2026Current style: Large Blend
Large
Mid
Small
28%
28%
24%
6%
9%
4%
0%
1%
0%
ValueBlendGrowth
Weight %50+25-4910-240-9
Top Holdings
Jul 31, 2026Top 10 Holdings Weight: 255.4%
| Name/code | Weight | Type | Industry | Style | Price | Change % | Market Cap |
|---|---|---|---|---|---|---|---|
1  Simplify Managed Futures Strategy ETF | 81.39% | — | — | — | — | — | — |
2 Simplify US Equity Income ETF | 63.67% | — | — | — | — | — | — |
3 Simplify Managed Futures Strategy ETF | 52.22% | — | — | — | — | — | — |
4 E-mini S&P 500 Future Sept 26 | 17.50% | — | — | — | — | — | — |
5 Payb Ctasofr+100bulet0507 | 13.37% | — | — | — | — | — | — |
6 United States Treasury Bills | 8.25% | — | — | — | — | — | — |
7 Payb Ctasofr+75bullet0604 | 5.29% | — | — | — | — | — | — |
8 United States Treasury Bills | 5.27% | — | — | — | — | — | — |
9 Payb Ctasofr+75bulet05072 | 4.83% | — | — | — | — | — | — |
10 United States Treasury Bills 0.03704% | 3.62% | — | — | — | — | — | — |