Portfolio
Aug 20, 2026- Stock99.87%
- Other0.07%
- Cash0.06%
Morningstar style box
Aug 20, 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
Aug 20, 2026Top 7 Holdings Weight: 157.7%
| Name/code | Weight | Type | Industry | Style | Price | Change % | Market Cap |
|---|---|---|---|---|---|---|---|
1  Vanguard S&P 500 ETF | 98.47% | — | — | — | — | — | — |
2 Option on Vanguard S&P 500 ETF | 27.43% | — | — | — | — | — | — |
3 Option on Vanguard S&P 500 ETF | 21.47% | — | — | — | — | — | — |
4 Option on Vanguard S&P 500 ETF | 8.81% | — | — | — | — | — | — |
5 Option on Vanguard S&P 500 ETF | 1.31% | — | — | — | — | — | — |
6 Option on Vanguard S&P 500 ETF | 0.10% | — | — | — | — | — | — |
7 Option on Vanguard S&P 500 ETF | 0.10% | — | — | — | — | — | — |