Portfolio
Aug 20, 2026- Stock164.02%
- Bond12.85%
- Preferred0.05%
- Other0.00%
- Cash0.00%
Morningstar style box
Aug 20, 2026Current style: Large Blend
Large
Mid
Small
24%
36%
32%
3%
3%
2%
0%
0%
0%
ValueBlendGrowth
Weight %50+25-4910-240-9
Top Holdings
Aug 20, 2026Top 6 Holdings Weight: 215.8%
| Name/code | Weight | Type | Industry | Style | Price | Change % | Market Cap |
|---|---|---|---|---|---|---|---|
1  Option On Ishares Msci Emerging Markets Etf May27 | 157.99% | — | — | — | — | — | — |
2 Option On Ishares Msci Emerging Markets Etf May27 | 24.23% | — | — | — | — | — | — |
3 United States Treasury Notes 0.5% | 12.85% | — | — | — | — | — | — |
4 Option On Ishares Msci Emerging Markets Etf May27 | 12.06% | — | — | — | — | — | — |
5 Option On Ishares Msci Emerging Markets Etf May27 | 5.68% | — | — | — | — | — | — |
6 First American Government Obligs X | 3.00% | — | — | — | — | — | — |