Portfolio
Sep 15, 2026- Stock67.95%
- Cash26.10%
- Other5.95%
Morningstar style box
Sep 15, 2026Current style: Large Value
Large
Mid
Small
49%
33%
5%
7%
6%
0%
0%
0%
0%
ValueBlendGrowth
Weight %50+25-4910-240-9
Top Holdings
Sep 15, 2026Top 10 Holdings Weight: 52.4%
| Name/code | Weight | Type | Industry | Style | Price | Change % | Market Cap |
|---|---|---|---|---|---|---|---|
1  ProShares GENIUS Money Market ETF | 21.36% | — | — | — | — | — | — |
| 6.80% | Equity | Financials | Large Blend | — | — | — | |
| 5.45% | Equity | Industrials | Large Blend | — | — | — | |
| 3.46% | Equity | Information Technology | Large Blend | — | — | — | |
| 2.63% | Equity | Financials | Large Value | — | — | — | |
| 2.62% | Equity | Health Care | Large Value | — | — | — | |
| 2.61% | Equity | Health Care | Large Blend | — | — | — | |
| 2.61% | Equity | Financials | Large Blend | — | — | — | |
| 2.45% | Equity | Financials | Large Value | — | — | — | |
| 2.40% | Equity | Communication Services | Large Growth | — | — | — |
