Portfolio
Sep 10, 2026- Stock163.52%
- Bond14.70%
- Preferred0.05%
- Other0.01%
- Cash0.00%
Morningstar style box
Sep 10, 2026Current style: Large Blend
Large
Mid
Small
26%
35%
31%
2%
2%
2%
0%
0%
0%
ValueBlendGrowth
Weight %50+25-4910-240-9
Top Holdings
Sep 10, 2026Top 6 Holdings Weight: 210.5%
| Name/code | Weight | Type | Industry | Style | Price | Change % | Market Cap |
|---|---|---|---|---|---|---|---|
1  Option On Ishares Msci Emerging Markets Etf May27 | 157.24% | — | — | — | — | — | — |
2 Option On Ishares Msci Emerging Markets Etf May27 | 22.17% | — | — | — | — | — | — |
3 United States Treasury Notes 0.5% | 14.70% | — | — | — | — | — | — |
4 Option On Ishares Msci Emerging Markets Etf May27 | 10.67% | — | — | — | — | — | — |
5 Option On Ishares Msci Emerging Markets Etf May27 | 4.70% | — | — | — | — | — | — |
6 First American Government Obligs X | 1.03% | — | — | — | — | — | — |