Portfolio
Sep 10, 2026- Stock67.13%
- Cash26.47%
- Other6.40%
Morningstar style box
Sep 10, 2026Current style: Large Value
Large
Mid
Small
58%
0%
0%
25%
14%
1%
1%
0%
0%
ValueBlendGrowth
Weight %50+25-4910-240-9
Top Holdings
Sep 10, 2026Top 10 Holdings Weight: 60.4%
| Name/code | Weight | Type | Industry | Style | Price | Change % | Market Cap |
|---|---|---|---|---|---|---|---|
1  ProShares GENIUS Money Market ETF | 20.00% | — | — | — | — | — | — |
| 11.16% | Equity | Energy | Large Value | — | — | — | |
| 8.41% | Equity | Energy | Large Value | — | — | — | |
| 3.53% | Equity | Energy | Large Value | — | — | — | |
5 Energy Select Sector Index Swap | 3.14% | — | — | — | — | — | — |
| 3.12% | Equity | Energy | Large Blend | — | — | — | |
| 3.06% | Equity | Energy | Large Blend | — | — | — | |
| 2.98% | Equity | Energy | Large Blend | — | — | — | |
9 Energy Select Sector Index Swap | 2.52% | — | — | — | — | — | — |
10  SLBUSSLB | 2.49% | Equity | Energy | Large Value | — | — | — |
