Portfolio
Sep 16, 2026- Bond70.11%
- Stock25.45%
- Cash4.11%
- Other0.34%
Morningstar style box
Sep 16, 2026Current style: Large Growth
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ValueBlendGrowth
Weight %50+25-4910-240-9
Top Holdings
Sep 16, 2026Top 10 Holdings Weight: 256.6%
| Name/code | Weight | Type | Industry | Style | Price | Change % | Market Cap |
|---|---|---|---|---|---|---|---|
1  Trs Tsla Sofr +75 031527 | 80.41% | — | — | — | — | — | — |
2 Trs Tsla Sofr +75 031527 | 80.07% | — | — | — | — | — | — |
3 United States Treasury Bills | 41.87% | — | — | — | — | — | — |
| 24.83% | Equity | Consumer Discretionary | Large Blend | — | — | — | |
5 United States Treasury Bills | 17.76% | — | — | — | — | — | — |
6 United States Treasury Bills | 10.47% | — | — | — | — | — | — |
7 Option on S&P 500 Index | 0.59% | — | — | — | — | — | — |
8 Option on S&P 500 Index | 0.37% | — | — | — | — | — | — |
9 Spxw Us 10/16/26 P6350 Index | 0.11% | — | — | — | — | — | — |
10 Spxw Us 12/18/26 C8250 Index | 0.09% | — | — | — | — | — | — |
