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Portfolio
Oct 5, 2026- Stock55.39%
- Other23.56%
- Cash20.93%
- Bond0.12%
- Stock
- 55.39%
- Other
- 23.56%
- Cash
- 20.93%
- Bond
- 0.12%
Morningstar style box
Oct 5, 2026Current style: Large Blend
Large
Mid
Small
21%
33%
25%
6%
9%
4%
0%
1%
0%
ValueBlendGrowth
Weight %50+25-4910-240-9
Top Holdings
Oct 5, 2026Top 10 Holdings Weight: 95.4%
| Name/code | Weight | Type | Industry | Style | Price | Change % | Market Cap |
|---|---|---|---|---|---|---|---|
1 ![]() iShares Core S&P 500 ETF | 53.95% | — | — | — | — | — | — |
2 ![]() Man Active Trend Enhanced Cayman | 23.67% | — | — | — | — | — | — |
3 ![]() United States Treasury Bills 0% | 7.08% | — | — | — | — | — | — |
4 ![]() United States Treasury Bills 0% | 5.07% | — | — | — | — | — | — |
5 ![]() 10 Year Treasury Note Future Dec 26 | 1.42% | — | — | — | — | — | — |
6 ![]() E-mini S&P 500 Future Dec 26 | 1.00% | — | — | — | — | — | — |
7 ![]() US Treasury Bond Future Dec 26 | 0.97% | — | — | — | — | — | — |
8 ![]() 5 Year Treasury Note Future Dec 26 | 0.90% | — | — | — | — | — | — |
9 ![]() Ultra US Treasury Bond Future Dec 26 | 0.80% | — | — | — | — | — | — |
10 ![]() E-mini Nasdaq 100 Future Dec 26 | 0.54% | — | — | — | — | — | — |

