Portfolio
Aug 21, 2026- Stock57.43%
- Other19.30%
- Bond13.53%
- Cash9.73%
Morningstar style box
Aug 21, 2026Current style: Mid Blend
Large
Mid
Small
6%
26%
17%
6%
18%
0%
9%
0%
19%
ValueBlendGrowth
Weight %50+25-4910-240-9
Top Holdings
Aug 21, 2026Top 10 Holdings Weight: 70.2%
| Name/code | Weight | Type | Industry | Style | Price | Change % | Market Cap |
|---|---|---|---|---|---|---|---|
1  Porter Perm Port Idx Cym | 19.30% | — | — | — | — | — | — |
2 The Laddered T-Bill ETF | 7.50% | — | — | — | — | — | — |
3 iShares 1-5 Year invmt Grd Corp Bd ETF | 7.46% | — | — | — | — | — | — |
| 6.62% | Equity | Materials | Large Growth | — | — | — | |
5 iShares 1-3 Year Treasury Bond ETF | 6.10% | — | — | — | — | — | — |
| 5.52% | Equity | Financials | Mid Blend | — | — | — | |
| 5.11% | Equity | Financials | Mid Blend | — | — | — | |
| 5.09% | Equity | Financials | Mid Value | — | — | — | |
| 4.06% | Equity | Financials | Large Value | — | — | — | |
| 3.44% | Equity | Financials | Large Value | — | — | — |
