Portfolio
Aug 20, 2026- Stock99.10%
- Cash0.90%
Morningstar style box
Aug 20, 2026Current style: Large Blend
Large
Mid
Small
27%
26%
21%
8%
10%
5%
1%
1%
0%
ValueBlendGrowth
Weight %50+25-4910-240-9
Top Holdings
Aug 20, 2026Top 10 Holdings Weight: 47.8%
| Name/code | Weight | Type | Industry | Style | Price | Change % | Market Cap |
|---|---|---|---|---|---|---|---|
1  E-mini S&P 500 Future Sept 26 | 8.26% | — | — | — | — | — | — |
2 iShares Russell Top 200 Growth ETF | 8.17% | — | — | — | — | — | — |
3 iShares Russell Top 200 Value ETF | 7.96% | — | — | — | — | — | — |
| 4.56% | Equity | Information Technology | Large Growth | — | — | — | |
5 iShares Russell Mid-Cap Value ETF | 4.25% | — | — | — | — | — | — |
| 4.13% | Equity | Information Technology | Large Blend | — | — | — | |
| 3.35% | Equity | Information Technology | Large Blend | — | — | — | |
8 Dimensional US Marketwide Value ETF | 2.71% | — | — | — | — | — | — |
| 2.48% | Equity | Consumer Discretionary | Large Blend | — | — | — | |
| 1.89% | Equity | Communication Services | Large Growth | — | — | — |
