Portfolio
Sep 11, 2026- Stock72.18%
- Cash27.61%
- Bond0.22%
Morningstar style box
Sep 11, 2026Current style: Large Blend
Large
Mid
Small
23%
36%
21%
6%
9%
4%
0%
1%
0%
ValueBlendGrowth
Weight %50+25-4910-240-9
Top Holdings
Sep 11, 2026Top 10 Holdings Weight: 49.6%
| Name/code | Weight | Type | Industry | Style | Price | Change % | Market Cap |
|---|---|---|---|---|---|---|---|
1  ProShares GENIUS Money Market ETF | 20.78% | — | — | — | — | — | — |
2 S&P 500 Index Swap | 5.85% | — | — | — | — | — | — |
| 4.06% | Equity | Information Technology | Large Growth | — | — | — | |
| 3.75% | Equity | Information Technology | Large Blend | — | — | — | |
5 S&P 500 Index Swap | 2.89% | — | — | — | — | — | — |
| 2.83% | Equity | Information Technology | Large Blend | — | — | — | |
7 S&P 500 Index Swap | 2.73% | — | — | — | — | — | — |
8 S&P 500 Index Swap | 2.43% | — | — | — | — | — | — |
9 S&P 500 Index Swap | 2.32% | — | — | — | — | — | — |
| 1.93% | Equity | Consumer Discretionary | Large Blend | — | — | — |
