Portfolio
Aug 20, 2026- Stock163.50%
- Other33.45%
- Bond12.05%
- Cash0.00%
Morningstar style box
Aug 20, 2026Current style: Large Blend
Large
Mid
Small
27%
28%
25%
6%
9%
4%
0%
1%
0%
ValueBlendGrowth
Weight %50+25-4910-240-9
Top Holdings
Aug 20, 2026Top 6 Holdings Weight: 191.5%
| Name/code | Weight | Type | Industry | Style | Price | Change % | Market Cap |
|---|---|---|---|---|---|---|---|
1  Option On State Street® Spdr® S&P 500® Etf May27 | 161.52% | — | — | — | — | — | — |
2 United States Treasury Notes 0.5% | 12.05% | — | — | — | — | — | — |
3 Option On State Street® Spdr® S&P 500® Etf May27 | 7.15% | — | — | — | — | — | — |
4 First American Government Obligs X | 5.79% | — | — | — | — | — | — |
5 Option On State Street® Spdr® S&P 500® Etf May27 | 3.76% | — | — | — | — | — | — |
6 Option On State Street® Spdr® S&P 500® Etf May27 | 1.24% | — | — | — | — | — | — |