Portfolio
Aug 25, 2026- Stock99.30%
- Cash0.53%
- Other0.17%
Morningstar style box
Aug 25, 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 25, 2026Top 3 Holdings Weight: 102.7%
| Name/code | Weight | Type | Industry | Style | Price | Change % | Market Cap |
|---|---|---|---|---|---|---|---|
1  Option on iShares MSCI EAFE ETF Jun27 | 96.78% | — | — | — | — | — | — |
2 Option on iShares MSCI EAFE ETF Jun27 | 4.60% | — | — | — | — | — | — |
3 Option on iShares MSCI EAFE ETF Jun27 | 1.35% | — | — | — | — | — | — |