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Portfolio
Oct 29, 2026- Stock158.96%
- Bond17.39%
- Other0.02%
- Cash0.00%
- Stock
- 158.96%
- Bond
- 17.39%
- Other
- 0.02%
- Cash
- 0.00%
Morningstar style box
Oct 29, 2026Current style: Large Blend
Large
Mid
Small
23%
33%
23%
6%
10%
4%
0%
1%
0%
ValueBlendGrowth
Weight %50+25-4910-240-9
Top Holdings
Oct 29, 2026Top 6 Holdings Weight: 191.4%
| Name/code | Weight | Type | Industry | Style | Price | Change % | Market Cap |
|---|---|---|---|---|---|---|---|
1 ![]() Option On State Street® Spdr® S&P 500® Etf May27 | 157.09% | — | — | — | — | — | — |
2 ![]() United States Treasury Notes 0.5% | 17.39% | — | — | — | — | — | — |
3 ![]() Option On State Street® Spdr® S&P 500® Etf May27 | 8.74% | — | — | — | — | — | — |
4 ![]() Option On State Street® Spdr® S&P 500® Etf May27 | 4.65% | — | — | — | — | — | — |
5 ![]() First American Government Obligs X | 1.84% | — | — | — | — | — | — |
6 ![]() Option On State Street® Spdr® S&P 500® Etf May27 | 1.75% | — | — | — | — | — | — |

