Portfolio
Aug 24, 2026- Stock167.07%
- Bond13.92%
- Other0.06%
- Cash0.00%
Morningstar style box
Aug 24, 2026Current style: Small Blend
Large
Mid
Small
0%
0%
0%
0%
0%
1%
36%
37%
26%
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 Ishares Russell 2000 Etf Jun27 | 163.42% | — | — | — | — | — | — |
2 Option On Ishares Russell 2000 Etf Jun27 | 14.21% | — | — | — | — | — | — |
3 United States Treasury Notes 3.25% | 13.92% | — | — | — | — | — | — |
4 Option On Ishares Russell 2000 Etf Jun27 | 5.56% | — | — | — | — | — | — |
5 Option On Ishares Russell 2000 Etf Jun27 | 4.57% | — | — | — | — | — | — |
6 First American Government Obligs X | 1.95% | — | — | — | — | — | — |