Portfolio
Sep 16, 2026- Stock84.06%
- Cash14.31%
- Bond1.63%
Morningstar style box
Sep 16, 2026Current style: Large Growth
Large
Mid
Small
11%
44%
34%
3%
4%
5%
0%
0%
0%
ValueBlendGrowth
Weight %50+25-4910-240-9
Top Holdings
Sep 16, 2026Top 10 Holdings Weight: 42.3%
| Name/code | Weight | Type | Industry | Style | Price | Change % | Market Cap |
|---|---|---|---|---|---|---|---|
1  ProShares GENIUS Money Market ETF | 10.59% | — | — | — | — | — | — |
| 5.84% | Equity | Information Technology | Large Growth | — | — | — | |
| 5.51% | Equity | Information Technology | Large Blend | — | — | — | |
| 4.11% | Equity | Information Technology | Large Blend | — | — | — | |
| 3.25% | Equity | Information Technology | Large Growth | — | — | — | |
| 2.99% | Equity | Consumer Discretionary | Large Blend | — | — | — | |
7 Nasdaq 100 Index Swap | 2.93% | — | — | — | — | — | — |
| 2.60% | Equity | Information Technology | Large Growth | — | — | — | |
| 2.25% | Equity | Communication Services | Large Growth | — | — | — | |
| 2.25% | Equity | Communication Services | Large Growth | — | — | — |
