Portfolio
Aug 17, 2026- Stock58.55%
- Other18.96%
- Bond13.87%
- Cash8.61%
Morningstar style box
Aug 17, 2026Current style: Mid Blend
Large
Mid
Small
6%
26%
16%
6%
19%
0%
9%
0%
19%
ValueBlendGrowth
Weight %50+25-4910-240-9
Top Holdings
Aug 17, 2026Top 10 Holdings Weight: 70.8%
| Name/code | Weight | Type | Industry | Style | Price | Change % | Market Cap |
|---|---|---|---|---|---|---|---|
1  Porter Perm Port Idx Cym | 18.78% | — | — | — | — | — | — |
2 The Laddered T-Bill ETF | 7.68% | — | — | — | — | — | — |
3 iShares 1-5 Year invmt Grd Corp Bd ETF | 7.63% | — | — | — | — | — | — |
4 iShares 1-3 Year Treasury Bond ETF | 6.24% | — | — | — | — | — | — |
| 6.15% | Equity | Materials | Large Growth | — | — | — | |
| 5.62% | Equity | Financials | Mid Blend | — | — | — | |
| 5.59% | Equity | Financials | Mid Blend | — | — | — | |
| 5.35% | Equity | Financials | Mid Value | — | — | — | |
| 4.24% | Equity | Financials | Large Value | — | — | — | |
| 3.53% | Equity | Financials | Large Value | — | — | — |
