Portfolio
Aug 24, 2026- Stock159.46%
- Bond16.00%
- Other0.34%
- Cash0.00%
Morningstar style box
Aug 24, 2026Current style: Large Blend
Large
Mid
Small
24%
42%
25%
2%
4%
3%
0%
0%
0%
ValueBlendGrowth
Weight %50+25-4910-240-9
Top Holdings
Aug 24, 2026Top 6 Holdings Weight: 194.5%
| Name/code | Weight | Type | Industry | Style | Price | Change % | Market Cap |
|---|---|---|---|---|---|---|---|
1  Option On Ishares Msci Eafe Etf Jun27 | 158.38% | — | — | — | — | — | — |
2 United States Treasury Notes 3.25% | 16.00% | — | — | — | — | — | — |
3 Option On Ishares Msci Eafe Etf Jun27 | 9.89% | — | — | — | — | — | — |
4 Option On Ishares Msci Eafe Etf Jun27 | 3.91% | — | — | — | — | — | — |
5 Option On Ishares Msci Eafe Etf Jun27 | 3.71% | — | — | — | — | — | — |
6 First American Government Obligs X | 2.61% | — | — | — | — | — | — |