Portfolio
Aug 24, 2026- Stock152.21%
- Bond18.81%
- Other0.09%
- Cash0.00%
Morningstar style box
Aug 24, 2026Current style: Large Growth
Large
Mid
Small
16%
32%
40%
3%
4%
5%
0%
0%
0%
ValueBlendGrowth
Weight %50+25-4910-240-9
Top Holdings
Aug 24, 2026Top 6 Holdings Weight: 203.6%
| Name/code | Weight | Type | Industry | Style | Price | Change % | Market Cap |
|---|---|---|---|---|---|---|---|
1  Option On Invesco Qqq Trust Jun27 | 150.72% | — | — | — | — | — | — |
2 United States Treasury Notes 3.25% | 18.81% | — | — | — | — | — | — |
3 Option On Invesco Qqq Trust Jun27 | 15.34% | — | — | — | — | — | — |
4 Option On Invesco Qqq Trust Jun27 | 9.04% | — | — | — | — | — | — |
5 First American Government Obligs X | 5.07% | — | — | — | — | — | — |
6 Option On Invesco Qqq Trust Jun27 | 4.66% | — | — | — | — | — | — |