Portfolio
Aug 24, 2026- Stock166.19%
- Bond14.76%
- Other0.07%
- Preferred0.05%
- Cash0.00%
Morningstar style box
Aug 24, 2026Current style: Large Blend
Large
Mid
Small
25%
36%
32%
3%
3%
2%
0%
0%
0%
ValueBlendGrowth
Weight %50+25-4910-240-9
Top Holdings
Aug 24, 2026Top 6 Holdings Weight: 213.4%
| Name/code | Weight | Type | Industry | Style | Price | Change % | Market Cap |
|---|---|---|---|---|---|---|---|
1  Option On Ishares Msci Emerging Markets Etf Jun27 | 161.64% | — | — | — | — | — | — |
2 Option On Ishares Msci Emerging Markets Etf Jun27 | 20.52% | — | — | — | — | — | — |
3 United States Treasury Notes 3.25% | 14.76% | — | — | — | — | — | — |
4 Option On Ishares Msci Emerging Markets Etf Jun27 | 9.69% | — | — | — | — | — | — |
5 Option On Ishares Msci Emerging Markets Etf Jun27 | 5.87% | — | — | — | — | — | — |
6 First American Government Obligs X | 0.90% | — | — | — | — | — | — |