Portfolio
Aug 20, 2026- Stock153.28%
- Bond18.84%
- Other0.01%
- Cash0.00%
Morningstar style box
Aug 20, 2026Current style: Large Growth
Large
Mid
Small
15%
32%
41%
3%
4%
5%
0%
0%
0%
ValueBlendGrowth
Weight %50+25-4910-240-9
Top Holdings
Aug 20, 2026Top 6 Holdings Weight: 201.0%
| Name/code | Weight | Type | Industry | Style | Price | Change % | Market Cap |
|---|---|---|---|---|---|---|---|
1  Option On Invesco Qqq Trust May27 | 149.62% | — | — | — | — | — | — |
2 United States Treasury Notes 0.5% | 18.84% | — | — | — | — | — | — |
3 Option On Invesco Qqq Trust May27 | 15.85% | — | — | — | — | — | — |
4 Option On Invesco Qqq Trust May27 | 6.79% | — | — | — | — | — | — |
5 Option On Invesco Qqq Trust May27 | 5.20% | — | — | — | — | — | — |
6 First American Government Obligs X | 4.65% | — | — | — | — | — | — |