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Portfolio
Nov 9, 2026- Stock64.83%
- Cash31.35%
- Other3.06%
- Bond0.76%
- Stock
- 64.83%
- Cash
- 31.35%
- Other
- 3.06%
- Bond
- 0.76%
Morningstar style box
Nov 9, 2026Current style: Large Value
Large
Mid
Small
49%
34%
4%
5%
9%
0%
0%
0%
0%
ValueBlendGrowth
Weight %50+25-4910-240-9
Top Holdings
Nov 9, 2026Top 10 Holdings Weight: 58.6%
| Name/code | Weight | Type | Industry | Style | Price | Change % | Market Cap |
|---|---|---|---|---|---|---|---|
1 ![]() ProShares GENIUS Money Market ETF | 28.05% | — | — | — | — | — | — |
| 6.24% | Equity | Financials | Large Blend | — | — | — | |
| 4.12% | Equity | Industrials | Large Growth | — | — | — | |
| 3.75% | Equity | Information Technology | Large Blend | — | — | — | |
| 3.20% | Equity | Health Care | Large Blend | — | — | — | |
| 2.91% | Equity | Financials | Large Blend | — | — | — | |
| 2.74% | Equity | Health Care | Large Value | — | — | — | |
| 2.72% | Equity | Financials | Large Value | — | — | — | |
| 2.46% | Equity | Materials | Large Blend | — | — | — | |
| 2.43% | Equity | Consumer Discretionary | Large Blend | — | — | — |










