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Portfolio
Oct 15, 2026- Stock68.77%
- Bond25.73%
- Cash3.88%
- Other1.62%
- Preferred0.00%
- Convertible0.00%
- Stock
- 68.77%
- Bond
- 25.73%
- Cash
- 3.88%
- Other
- 1.62%
- Other
- 0.00%
Morningstar style box
Oct 15, 2026Current style: Large Blend
Large
Mid
Small
23%
33%
24%
5%
8%
5%
0%
1%
1%
ValueBlendGrowth
Weight %50+25-4910-240-9
Top Holdings
Oct 15, 2026Top 10 Holdings Weight: 96.5%
| Name/code | Weight | Type | Industry | Style | Price | Change % | Market Cap |
|---|---|---|---|---|---|---|---|
1 ![]() State Street® SPDR® S&P 500® ETF | 41.86% | — | — | — | — | — | — |
2 ![]() iShares Core Universal USD Bond ETF | 16.36% | — | — | — | — | — | — |
3 ![]() iShares MSCI EAFE ETF | 10.61% | — | — | — | — | — | — |
4 ![]() iShares U.S. Equity Fac Rotation Act ETF | 7.54% | — | — | — | — | — | — |
5 ![]() iShares US Treasury Bond ETF | 5.93% | — | — | — | — | — | — |
6 ![]() iShares MSCI Emerging Markets ETF | 5.09% | — | — | — | — | — | — |
7 ![]() iShares Russell Mid-Cap Growth ETF | 3.87% | — | — | — | — | — | — |
8 ![]() iShares MBS ETF | 3.62% | — | — | — | — | — | — |
9 ![]() iShares Gold Trust | 1.60% | — | — | — | — | — | — |
10 ![]() Spy Us 12/18/26 P620 | 0.04% | — | — | — | — | — | — |

