Portfolio
Sep 16, 2026- Stock173.38%
- Other0.23%
- 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 16, 2026Top 4 Holdings Weight: 182.5%
| Name/code | Weight | Type | Industry | Style | Price | Change % | Market Cap |
|---|---|---|---|---|---|---|---|
1  Spx 03/19/2027 678.8 C | 124.56% | — | — | — | — | — | — |
2 Spx 06/11/2027 678.8 C | 48.82% | — | — | — | — | — | — |
3 Roundhill Weekly T-Bill ETF | 7.31% | — | — | — | — | — | — |
4 First American Government Obligs X | 1.85% | — | — | — | — | — | — |