Portfolio
Sep 22, 2026- Bond47.28%
- Cash29.45%
- Other12.38%
- Stock10.89%
Morningstar style box
Jul 10, 2026Current style: Mid Growth
Large
Mid
Small
15%
21%
30%
2%
3%
10%
5%
7%
7%
ValueBlendGrowth
Weight %50+25-4910-240-9
Top Holdings
Sep 22, 2026Top 10 Holdings Weight: 60.7%
| Name/code | Weight | Type | Industry | Style | Price | Change % | Market Cap |
|---|---|---|---|---|---|---|---|
1  YieldMax MRNA Option Income Strategy ETF | 8.94% | — | — | — | — | — | — |
2 YieldMax HOOD Option Income Strategy ETF | 7.77% | — | — | — | — | — | — |
3 YieldMax AMD Option Income Strategy ETF | 6.67% | — | — | — | — | — | — |
4 YieldMax META Option Income Strategy ETF | 6.30% | — | — | — | — | — | — |
5 YieldMax AAPL Option Income Strategy ETF | 6.17% | — | — | — | — | — | — |
6 YieldMax Gold Miners Opt Inc Strgy ETF | 5.59% | — | — | — | — | — | — |
7 YieldMax CRCL Option Income Strategy ETF | 4.97% | — | — | — | — | — | — |
8 YieldMax TSLA Option Income Strategy ETF | 4.94% | — | — | — | — | — | — |
9 YieldMax COIN Option Income Strategy ETF | 4.79% | — | — | — | — | — | — |
10 YieldMax CryptoIndustry&TechPtfOptIncETF | 4.53% | — | — | — | — | — | — |