Portfolio
Aug 24, 2026- Stock157.73%
- Bond19.28%
- Other0.08%
- Cash0.00%
Morningstar style box
Aug 24, 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 24, 2026Top 5 Holdings Weight: 194.7%
| Name/code | Weight | Type | Industry | Style | Price | Change % | Market Cap |
|---|---|---|---|---|---|---|---|
1  Option On State Street® Spdr® S&P 500® Etf Jun27 | 156.72% | — | — | — | — | — | — |
2 United States Treasury Notes 3.25% | 19.28% | — | — | — | — | — | — |
3 Option On State Street® Spdr® S&P 500® Etf Jun27 | 9.39% | — | — | — | — | — | — |
4 Option On State Street® Spdr® S&P 500® Etf Jun27 | 8.21% | — | — | — | — | — | — |
5 First American Government Obligs X | 1.07% | — | — | — | — | — | — |