Portfolio
Sep 18, 2026- Stock68.90%
- Bond25.66%
- Cash3.77%
- Other1.67%
Morningstar style box
Sep 21, 2026Current style: Large Blend
Large
Mid
Small
24%
35%
22%
5%
8%
6%
0%
1%
1%
ValueBlendGrowth
Weight %50+25-4910-240-9
Top Holdings
Sep 18, 2026Top 10 Holdings Weight: 96.6%
| Name/code | Weight | Type | Industry | Style | Price | Change % | Market Cap |
|---|---|---|---|---|---|---|---|
1  State Street® SPDR® S&P 500® ETF | 41.48% | — | — | — | — | — | — |
2 iShares Core Universal USD Bond ETF | 16.33% | — | — | — | — | — | — |
3 iShares MSCI EAFE ETF | 10.74% | — | — | — | — | — | — |
4 iShares U.S. Equity Fac Rotation Act ETF | 7.56% | — | — | — | — | — | — |
5 iShares US Treasury Bond ETF | 5.90% | — | — | — | — | — | — |
6 iShares MSCI Emerging Markets ETF | 5.42% | — | — | — | — | — | — |
7 iShares Russell Mid-Cap Growth ETF | 3.89% | — | — | — | — | — | — |
8 iShares MBS ETF | 3.61% | — | — | — | — | — | — |
9 iShares Gold Trust | 1.65% | — | — | — | — | — | — |
10 Spy Us 11/20/26 P610 | 0.02% | — | — | — | — | — | — |