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Portfolio
Oct 1, 2026- Stock69.42%
- Cash23.14%
- Other7.44%
- Stock
- 69.42%
- Cash
- 23.14%
- Other
- 7.44%
Morningstar style box
Oct 1, 2026Current style: Large Value
Large
Mid
Small
53%
8%
15%
7%
12%
3%
0%
1%
0%
ValueBlendGrowth
Weight %50+25-4910-240-9
Top Holdings
Oct 1, 2026Top 10 Holdings Weight: 56.7%
| Name/code | Weight | Type | Industry | Style | Price | Change % | Market Cap |
|---|---|---|---|---|---|---|---|
1 ![]() ProShares GENIUS Money Market ETF | 16.24% | — | — | — | — | — | — |
| 10.37% | Equity | Health Care | Large Growth | — | — | — | |
| 7.03% | Equity | Health Care | Large Blend | — | — | — | |
| 5.18% | Equity | Health Care | Large Value | — | — | — | |
| 4.00% | Equity | Health Care | Large Blend | — | — | — | |
| 3.70% | Equity | Health Care | Large Value | — | — | — | |
7 ![]() Health Care Select Sector Index Swap | 2.89% | — | — | — | — | — | — |
| 2.72% | Equity | Health Care | Large Blend | — | — | — | |
| 2.48% | Equity | Health Care | Large Blend | — | — | — | |
| 2.06% | Equity | Health Care | Large Blend | — | — | — |









