Portfolio
Aug 13, 2026- Cash52.90%
- Bond38.19%
- Stock8.94%
- Other0.00%
Morningstar style box
Aug 13, 2026Current style: Mid Growth
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ValueBlendGrowth
Weight %50+25-4910-240-9
Top Holdings
Aug 13, 2026Top 10 Holdings Weight: 138.8%
| Name/code | Weight | Type | Industry | Style | Price | Change % | Market Cap |
|---|---|---|---|---|---|---|---|
1  United States Treasury Bills 0% | 32.45% | — | — | — | — | — | — |
2 Option On Carvana Co Class A | 27.33% | — | — | — | — | — | — |
3 United States Treasury Bills 0% | 26.79% | — | — | — | — | — | — |
4 United States Treasury Bills 0% | 17.33% | — | — | — | — | — | — |
5 Option On Carvana Co Class A | 14.01% | — | — | — | — | — | — |
6 First American Government Obligs X | 8.07% | — | — | — | — | — | — |
7 United States Treasury Bills 0% | 5.73% | — | — | — | — | — | — |
8 CVNA US 08/14/26 C71 | 3.11% | — | — | — | — | — | — |
9 CVNA US 08/21/26 C72 | 2.63% | — | — | — | — | — | — |
10 CVNA US 08/14/26 C70 | 1.40% | — | — | — | — | — | — |