Portfolio
Sep 14, 2026- Stock61.00%
- Cash35.39%
- Bond3.55%
- Other0.06%
Morningstar style box
Sep 14, 2026Current style: Large Growth
Large
Mid
Small
11%
44%
33%
3%
4%
5%
0%
0%
0%
ValueBlendGrowth
Weight %50+25-4910-240-9
Top Holdings
Sep 14, 2026Top 10 Holdings Weight: 44.6%
| Name/code | Weight | Type | Industry | Style | Price | Change % | Market Cap |
|---|---|---|---|---|---|---|---|
1  ProShares GENIUS Money Market ETF | 20.20% | — | — | — | — | — | — |
| 3.26% | Equity | Information Technology | Large Growth | — | — | — | |
| 3.12% | Equity | Information Technology | Large Blend | — | — | — | |
4 United States Treasury Bills 0% | 2.87% | — | — | — | — | — | — |
5 Nasdaq 100 Index Swap | 2.83% | — | — | — | — | — | — |
6 Nasdaq 100 Index Swap | 2.78% | — | — | — | — | — | — |
7 Nasdaq 100 Index Swap | 2.52% | — | — | — | — | — | — |
| 2.40% | Equity | Information Technology | Large Blend | — | — | — | |
9 Nasdaq 100 Index Swap | 2.29% | — | — | — | — | — | — |
10 United States Treasury Bills 0% | 2.28% | — | — | — | — | — | — |
