Portfolio
Aug 18, 2026- Stock68.54%
- Bond25.96%
- Cash3.83%
- Other1.67%
Morningstar style box
Aug 18, 2026Current style: Large Blend
Large
Mid
Small
25%
29%
25%
5%
8%
6%
0%
1%
1%
ValueBlendGrowth
Weight %50+25-4910-240-9
Top Holdings
Aug 18, 2026Top 10 Holdings Weight: 96.6%
| Name/code | Weight | Type | Industry | Style | Price | Change % | Market Cap |
|---|---|---|---|---|---|---|---|
1  State Street® SPDR® S&P 500® ETF | 41.20% | — | — | — | — | — | — |
2 iShares Core Universal USD Bond ETF | 16.54% | — | — | — | — | — | — |
3 iShares MSCI EAFE ETF | 10.86% | — | — | — | — | — | — |
4 iShares U.S. Equity Fac Rotation Act ETF | 7.48% | — | — | — | — | — | — |
5 iShares US Treasury Bond ETF | 5.98% | — | — | — | — | — | — |
6 iShares MSCI Emerging Markets ETF | 5.15% | — | — | — | — | — | — |
7 iShares Russell Mid-Cap Growth ETF | 4.03% | — | — | — | — | — | — |
8 iShares MBS ETF | 3.68% | — | — | — | — | — | — |
9 iShares Gold Trust | 1.65% | — | — | — | — | — | — |
10 Spy Us 08/21/26 C777 | 0.01% | — | — | — | — | — | — |