Portfolio
Aug 20, 2026- Stock156.11%
- Bond19.48%
- Other0.01%
- Cash0.00%
Morningstar style box
Aug 20, 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 20, 2026Top 6 Holdings Weight: 197.0%
| Name/code | Weight | Type | Industry | Style | Price | Change % | Market Cap |
|---|---|---|---|---|---|---|---|
1  Option On Ishares Russell 2000 Etf May27 | 154.55% | — | — | — | — | — | — |
2 United States Treasury Notes 0.5% | 19.48% | — | — | — | — | — | — |
3 Option On Ishares Russell 2000 Etf May27 | 11.99% | — | — | — | — | — | — |
4 Option On Ishares Russell 2000 Etf May27 | 5.13% | — | — | — | — | — | — |
5 Option On Ishares Russell 2000 Etf May27 | 4.85% | — | — | — | — | — | — |
6 First American Government Obligs X | 1.00% | — | — | — | — | — | — |