Portfolio
Aug 24, 2026- Bond50.63%
- Stock41.07%
- Cash8.32%
- Other0.00%
Morningstar style box
Aug 24, 2026Current style: Large Blend
Large
Mid
Small
28%
28%
24%
6%
9%
4%
0%
1%
0%
ValueBlendGrowth
Weight %50+25-4910-240-9
Top Holdings
Aug 24, 2026Top 10 Holdings Weight: 102.0%
| Name/code | Weight | Type | Industry | Style | Price | Change % | Market Cap |
|---|---|---|---|---|---|---|---|
1  iShares Core S&P 500 ETF | 40.59% | — | — | — | — | — | — |
2 PIMCO Short Term Municipal Bond Actv ETF | 16.79% | — | — | — | — | — | — |
3 Stt Strt® SPDR® Nuveen ICE HY Muncpl ETF | 16.22% | — | — | — | — | — | — |
4 VanEck High Yield Muni ETF | 8.06% | — | — | — | — | — | — |
5 PIMCO Intermediate Municipal Bd Actv ETF | 5.54% | — | — | — | — | — | — |
6 United States Treasury Bills 0% | 3.97% | — | — | — | — | — | — |
7 iShares National Muni Bond ETF | 3.65% | — | — | — | — | — | — |
8 Option On Ishares Core S&P 500 Etf Sep26 | 2.68% | — | — | — | — | — | — |
9 PIMCO Muncpl Income Oppos Act Ex-Trd | 2.35% | — | — | — | — | — | — |
10 Option On Ishares Core S&P 500 Etf Sep26 | 2.11% | — | — | — | — | — | — |