Portfolio
Aug 19, 2026- Stock61.29%
- Other19.25%
- Cash18.52%
- Bond0.94%
- Preferred0.00%
Morningstar style box
Aug 19, 2026Current style: Large Blend
Large
Mid
Small
29%
27%
24%
5%
9%
4%
0%
1%
0%
ValueBlendGrowth
Weight %50+25-4910-240-9
Top Holdings
Aug 19, 2026Top 10 Holdings Weight: 48.1%
| Name/code | Weight | Type | Industry | Style | Price | Change % | Market Cap |
|---|---|---|---|---|---|---|---|
1  Managed Futures Plus Fund Cs, Ltd. | 19.25% | — | — | — | — | — | — |
2 JPMorgan Prime Money Market IM | 7.05% | — | — | — | — | — | — |
| 4.73% | Equity | Information Technology | Large Growth | — | — | — | |
| 4.18% | Equity | Information Technology | Large Blend | — | — | — | |
| 3.23% | Equity | Information Technology | Large Blend | — | — | — | |
| 2.66% | Equity | Communication Services | Large Growth | — | — | — | |
| 2.13% | Equity | Communication Services | Large Growth | — | — | — | |
| 1.63% | Equity | Consumer Discretionary | Large Blend | — | — | — | |
9 Micro E-mini S&P 500 Index Future Sept 26 | 1.62% | — | — | — | — | — | — |
| 1.58% | Equity | Communication Services | Large Blend | — | — | — |
