Portfolio
Sep 15, 2026- Stock173.15%
- Other0.31%
- Cash0.00%
Morningstar style box
Jul 10, 2026Large
Mid
Small
28%
29%
23%
6%
10%
3%
0%
1%
0%
ValueBlendGrowth
Weight %50+25-4910-240-9
Top Holdings
Sep 15, 2026Top 4 Holdings Weight: 182.3%
| Name/code | Weight | Type | Industry | Style | Price | Change % | Market Cap |
|---|---|---|---|---|---|---|---|
1  Spx 03/19/2027 678.8 C | 124.40% | — | — | — | — | — | — |
2 Spx 06/11/2027 678.8 C | 48.75% | — | — | — | — | — | — |
3 Roundhill Weekly T-Bill ETF | 7.28% | — | — | — | — | — | — |
4 First American Government Obligs X | 1.84% | — | — | — | — | — | — |