Portfolio
Aug 20, 2026- Stock159.21%
- Bond18.05%
- Other0.01%
- Cash0.00%
Morningstar style box
Aug 20, 2026Current style: Large Blend
Large
Mid
Small
27%
28%
25%
6%
9%
4%
0%
1%
0%
ValueBlendGrowth
Weight %50+25-4910-240-9
Top Holdings
Aug 20, 2026Top 6 Holdings Weight: 195.3%
| Name/code | Weight | Type | Industry | Style | Price | Change % | Market Cap |
|---|---|---|---|---|---|---|---|
1  Option On State Street® Spdr® S&P 500® Etf May27 | 157.56% | — | — | — | — | — | — |
2 United States Treasury Notes 0.5% | 18.05% | — | — | — | — | — | — |
3 Option On State Street® Spdr® S&P 500® Etf May27 | 9.95% | — | — | — | — | — | — |
4 Option On State Street® Spdr® S&P 500® Etf May27 | 4.09% | — | — | — | — | — | — |
5 Option On State Street® Spdr® S&P 500® Etf May27 | 4.05% | — | — | — | — | — | — |
6 First American Government Obligs X | 1.56% | — | — | — | — | — | — |