Portfolio
Aug 20, 2026- Stock160.20%
- Bond16.65%
- Other0.27%
- Cash0.00%
Morningstar style box
Aug 20, 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 20, 2026Top 6 Holdings Weight: 196.3%
| Name/code | Weight | Type | Industry | Style | Price | Change % | Market Cap |
|---|---|---|---|---|---|---|---|
1  Option On Ishares Msci Eafe Etf May27 | 160.06% | — | — | — | — | — | — |
2 United States Treasury Notes 0.5% | 16.65% | — | — | — | — | — | — |
3 Option On Ishares Msci Eafe Etf May27 | 9.88% | — | — | — | — | — | — |
4 Option On Ishares Msci Eafe Etf May27 | 4.34% | — | — | — | — | — | — |
5 Option On Ishares Msci Eafe Etf May27 | 4.22% | — | — | — | — | — | — |
6 First American Government Obligs X | 1.15% | — | — | — | — | — | — |