Portfolio
Aug 27, 2026- Stock68.58%
- Bond25.11%
- Cash4.60%
- Other1.71%
Morningstar style box
Aug 28, 2026Current style: Large Blend
Large
Mid
Small
26%
30%
24%
5%
8%
6%
0%
1%
1%
ValueBlendGrowth
Weight %50+25-4910-240-9
Top Holdings
Aug 27, 2026Top 10 Holdings Weight: 96.6%
| Name/code | Weight | Type | Industry | Style | Price | Change % | Market Cap |
|---|---|---|---|---|---|---|---|
1  State Street® SPDR® S&P 500® ETF | 41.20% | — | — | — | — | — | — |
2 iShares Core Universal USD Bond ETF | 16.52% | — | — | — | — | — | — |
3 iShares MSCI EAFE ETF | 10.88% | — | — | — | — | — | — |
4 iShares U.S. Equity Fac Rotation Act ETF | 7.46% | — | — | — | — | — | — |
5 iShares US Treasury Bond ETF | 5.97% | — | — | — | — | — | — |
6 iShares MSCI Emerging Markets ETF | 5.28% | — | — | — | — | — | — |
7 iShares Russell Mid-Cap Growth ETF | 3.92% | — | — | — | — | — | — |
8 iShares MBS ETF | 3.67% | — | — | — | — | — | — |
9 iShares Gold Trust | 1.69% | — | — | — | — | — | — |
10 Spy Us 09/18/26 C791 | 0.04% | — | — | — | — | — | — |