Portfolio
Aug 13, 2026- Stock61.25%
- Other24.55%
- Cash14.20%
Morningstar style box
Aug 13, 2026Current style: Mid Blend
Large
Mid
Small
17%
10%
0%
14%
7%
15%
5%
15%
16%
ValueBlendGrowth
Weight %50+25-4910-240-9
Top Holdings
Aug 13, 2026Top 10 Holdings Weight: 36.5%
| Name/code | Weight | Type | Industry | Style | Price | Change % | Market Cap |
|---|---|---|---|---|---|---|---|
1  ProShares GENIUS Money Market ETF | 5.68% | — | — | — | — | — | — |
2 Nasdaq Biotechnology Index Swap | 5.53% | — | — | — | — | — | — |
3 Nasdaq Biotechnology Index Swap | 5.08% | — | — | — | — | — | — |
| 4.73% | Equity | Health Care | Large Blend | — | — | — | |
| 4.40% | Equity | Health Care | Large Blend | — | — | — | |
| 3.92% | Equity | Health Care | Large Blend | — | — | — | |
| 3.02% | Equity | Health Care | Large Value | — | — | — | |
| 1.56% | Equity | Health Care | Mid Blend | — | — | — | |
9 Nasdaq Biotechnology Index Swap | 1.42% | — | — | — | — | — | — |
| 1.13% | Equity | Health Care | Large Value | — | — | — |
