Portfolio
Aug 21, 2026- Cash53.17%
- Bond40.70%
- Stock4.68%
- Other1.45%
Morningstar style box
Aug 21, 2026Current style: Mid Growth
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ValueBlendGrowth
Weight %50+25-4910-240-9
Top Holdings
Aug 21, 2026Top 10 Holdings Weight: 136.8%
| Name/code | Weight | Type | Industry | Style | Price | Change % | Market Cap |
|---|---|---|---|---|---|---|---|
1  United States Treasury Bills 0% | 34.59% | — | — | — | — | — | — |
2 United States Treasury Bills 0% | 28.56% | — | — | — | — | — | — |
3 Option On Carvana Co Class A | 23.30% | — | — | — | — | — | — |
4 United States Treasury Bills 0% | 18.48% | — | — | — | — | — | — |
5 Option On Carvana Co Class A | 15.31% | — | — | — | — | — | — |
6 United States Treasury Bills 0% | 6.11% | — | — | — | — | — | — |
7 First American Government Obligs X | 5.57% | — | — | — | — | — | — |
8 CVNA US 08/28/26 C71 | 2.34% | — | — | — | — | — | — |
9 CVNA US 08/21/26 C68 | 1.46% | — | — | — | — | — | — |
10 CVNA US 08/28/26 C70 | 1.08% | — | — | — | — | — | — |