Portfolio
Aug 14, 2026- Stock99.78%
- Cash0.22%
Morningstar style box
Aug 14, 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 14, 2026Top 10 Holdings Weight: 102.2%
| Name/code | Weight | Type | Industry | Style | Price | Change % | Market Cap |
|---|---|---|---|---|---|---|---|
1  iShares Core S&P 500 ETF | 100.89% | — | — | — | — | — | — |
2 Spx Us 10/16/26 C7850 Index | 0.68% | — | — | — | — | — | — |
3 Spx Us 09/18/26 C7860 Index | 0.37% | — | — | — | — | — | — |
4 Spx Us 10/16/26 P7140 Index | 0.17% | — | — | — | — | — | — |
5 Spx Us 09/18/26 P7110 Index | 0.06% | — | — | — | — | — | — |
6 Spx Us 10/16/26 P6025 Index | 0.04% | — | — | — | — | — | — |
7 Spx Us 09/18/26 P5975 Index | 0.01% | — | — | — | — | — | — |
8 Spx Us 08/21/26 C7920 Index | 0.01% | — | — | — | — | — | — |
9 Spx Us 08/21/26 P7125 Index | 0.00% | — | — | — | — | — | — |
10 Spx Us 08/21/26 P6000 Index | 0.00% | — | — | — | — | — | — |