Portfolio
Sep 17, 2026- Stock62.07%
- Cash31.20%
- Bond4.14%
- Other2.59%
Morningstar style box
Sep 17, 2026Current style: Large Value
Large
Mid
Small
49%
34%
5%
7%
6%
0%
0%
0%
0%
ValueBlendGrowth
Weight %50+25-4910-240-9
Top Holdings
Sep 17, 2026Top 10 Holdings Weight: 56.8%
| Name/code | Weight | Type | Industry | Style | Price | Change % | Market Cap |
|---|---|---|---|---|---|---|---|
1  ProShares GENIUS Money Market ETF | 26.34% | — | — | — | — | — | — |
| 5.42% | Equity | Financials | Large Blend | — | — | — | |
| 4.55% | Equity | Industrials | Large Blend | — | — | — | |
4 United States Treasury Bills 0% | 4.14% | — | — | — | — | — | — |
5 Dj Industrial Average Index Swap | 3.38% | — | — | — | — | — | — |
6 United States Treasury Bills 0% | 2.99% | — | — | — | — | — | — |
| 2.84% | Equity | Information Technology | Large Blend | — | — | — | |
8 Cte Proshares Trust M | 2.59% | — | — | — | — | — | — |
9 Dj Industrial Average Swap | 2.35% | — | — | — | — | — | — |
| 2.16% | Equity | Health Care | Large Blend | — | — | — |
