Portfolio
Aug 18, 2026- Stock98.68%
- Cash1.32%
- Other0.00%
Morningstar style box
Aug 18, 2026Current style: Large Blend
Large
Mid
Small
29%
28%
25%
5%
9%
4%
0%
1%
0%
ValueBlendGrowth
Weight %50+25-4910-240-9
Top Holdings
Aug 18, 2026Top 10 Holdings Weight: 56.7%
| Name/code | Weight | Type | Industry | Style | Price | Change % | Market Cap |
|---|---|---|---|---|---|---|---|
1  iShares Core S&P 500 ETF | 20.75% | — | — | — | — | — | — |
2 State Street®TechSelSectSPDR®ETF | 6.22% | — | — | — | — | — | — |
3 S&P500 Emini Optn Sep27p | 4.58% | — | — | — | — | — | — |
| 4.57% | Equity | Information Technology | Large Growth | — | — | — | |
5 State Street®HlthCrSelSectSPDR®ETF | 4.18% | — | — | — | — | — | — |
6 State Street®FinSelSectSPDR®ETF | 3.58% | — | — | — | — | — | — |
| 3.53% | Equity | Information Technology | Large Blend | — | — | — | |
8 State Street® IndstrlSelSectSPDR®ETF | 3.42% | — | — | — | — | — | — |
9 State Street® CommServSelSectSPDR®ETF | 3.04% | — | — | — | — | — | — |
10 State Street® CnsmrDiscSelSectSPDR®ETF | 2.90% | — | — | — | — | — | — |
