Portfolio
Aug 7, 2026- Stock85.80%
- Cash13.84%
- Bond0.35%
Morningstar style box
Aug 7, 2026Current style: Large Growth
Large
Mid
Small
15%
32%
41%
2%
4%
5%
0%
0%
0%
ValueBlendGrowth
Weight %50+25-4910-240-9
Top Holdings
Aug 7, 2026Top 10 Holdings Weight: 39.5%
| Name/code | Weight | Type | Industry | Style | Price | Change % | Market Cap |
|---|---|---|---|---|---|---|---|
1  ProShares GENIUS Money Market ETF | 9.09% | — | — | — | — | — | — |
| 5.73% | Equity | Information Technology | Large Growth | — | — | — | |
| 4.86% | Equity | Information Technology | Large Blend | — | — | — | |
| 3.93% | Equity | Information Technology | Large Blend | — | — | — | |
| 3.12% | Equity | Consumer Discretionary | Large Blend | — | — | — | |
6 Nasdaq 100 Index Swap | 3.09% | — | — | — | — | — | — |
| 2.89% | Equity | Information Technology | Large Growth | — | — | — | |
8 Nasdaq 100 Index Swap | 2.33% | — | — | — | — | — | — |
| 2.30% | Equity | Information Technology | Large Growth | — | — | — | |
| 2.18% | Equity | Communication Services | Large Growth | — | — | — |
