Portfolio
Sep 17, 2026- Stock99.41%
- Cash0.59%
Morningstar style box
Sep 18, 2026Current style: Large Blend
Large
Mid
Small
24%
36%
21%
6%
9%
4%
0%
1%
0%
ValueBlendGrowth
Weight %50+25-4910-240-9
Top Holdings
Sep 17, 2026Top 4 Holdings Weight: 106.0%
| Name/code | Weight | Type | Industry | Style | Price | Change % | Market Cap |
|---|---|---|---|---|---|---|---|
1  Option on State Street® SPDR® S&P 500® ETF Feb27 | 101.54% | — | — | — | — | — | — |
2 Option on State Street® SPDR® S&P 500® ETF Feb27 | 2.55% | — | — | — | — | — | — |
3 Option on State Street® SPDR® S&P 500® ETF Feb27 | 1.29% | — | — | — | — | — | — |
4 Option on State Street® SPDR® S&P 500® ETF Feb27 | 0.65% | — | — | — | — | — | — |