Portfolio
Aug 6, 2026- Stock85.52%
- Cash14.12%
- Bond0.36%
Morningstar style box
Aug 6, 2026Current style: Large Growth
Large
Mid
Small
15%
33%
41%
2%
4%
5%
0%
0%
0%
ValueBlendGrowth
Weight %50+25-4910-240-9
Top Holdings
Aug 6, 2026Top 10 Holdings Weight: 40.1%
| Name/code | Weight | Type | Industry | Style | Price | Change % | Market Cap |
|---|---|---|---|---|---|---|---|
1  ProShares GENIUS Money Market ETF | 9.31% | — | — | — | — | — | — |
| 5.73% | Equity | Information Technology | Large Growth | — | — | — | |
| 4.96% | Equity | Information Technology | Large Blend | — | — | — | |
| 4.02% | Equity | Information Technology | Large Blend | — | — | — | |
| 3.17% | Equity | Consumer Discretionary | Large Blend | — | — | — | |
6 Nasdaq 100 Index Swap | 3.06% | — | — | — | — | — | — |
| 2.97% | Equity | Information Technology | Large Growth | — | — | — | |
| 2.38% | Equity | Information Technology | Large Growth | — | — | — | |
9 Nasdaq 100 Index Swap | 2.27% | — | — | — | — | — | — |
| 2.25% | Equity | Communication Services | Large Growth | — | — | — |
