Portfolio
Aug 27, 2026- Stock68.29%
- Cash27.57%
- Other4.13%
Morningstar style box
Aug 27, 2026Current style: Large Value
Large
Mid
Small
54%
30%
5%
4%
7%
0%
0%
0%
0%
ValueBlendGrowth
Weight %50+25-4910-240-9
Top Holdings
Aug 27, 2026Top 10 Holdings Weight: 55.3%
| Name/code | Weight | Type | Industry | Style | Price | Change % | Market Cap |
|---|---|---|---|---|---|---|---|
1  ProShares GENIUS Money Market ETF | 19.88% | — | — | — | — | — | — |
| 5.49% | Equity | Financials | Large Blend | — | — | — | |
3 Dj Industrial Average Index Swap | 4.61% | — | — | — | — | — | — |
| 4.31% | Equity | Industrials | Large Blend | — | — | — | |
5 Cte Proshares Trust M | 4.13% | — | — | — | — | — | — |
6 United States Treasury Bills 0% | 3.97% | — | — | — | — | — | — |
7 Dj Industrial Average Swap | 3.75% | — | — | — | — | — | — |
8 Dj Industrial Average Swap | 3.21% | — | — | — | — | — | — |
9 Dj Industrial Average Swap | 2.97% | — | — | — | — | — | — |
10 Dj Industrial Average Swap | 2.96% | — | — | — | — | — | — |
