Portfolio
Aug 24, 2026- Stock97.60%
- Cash2.40%
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 5 Holdings Weight: 103.2%
| Name/code | Weight | Type | Industry | Style | Price | Change % | Market Cap |
|---|---|---|---|---|---|---|---|
1  Option on State Street® SPDR® S&P 500® ETF Sep26 | 98.38% | — | — | — | — | — | — |
2 Prudential Govt Money Mkt Fd | 2.36% | — | — | — | — | — | — |
3 Option on State Street® SPDR® S&P 500® ETF Sep26 | 1.53% | — | — | — | — | — | — |
4 Option on State Street® SPDR® S&P 500® ETF Sep26 | 0.91% | — | — | — | — | — | — |
5 Option on State Street® SPDR® S&P 500® ETF Sep26 | 0.05% | — | — | — | — | — | — |