Portfolio
Sep 3, 2026- Stock87.83%
- Cash12.17%
Morningstar style box
Sep 3, 2026Current style: Large Growth
Large
Mid
Small
11%
44%
34%
3%
4%
5%
0%
0%
0%
ValueBlendGrowth
Weight %50+25-4910-240-9
Top Holdings
Sep 3, 2026Top 4 Holdings Weight: 111.6%
| Name/code | Weight | Type | Industry | Style | Price | Change % | Market Cap |
|---|---|---|---|---|---|---|---|
1  Option on Invesco QQQ Trust Mar27 | 98.51% | — | — | — | — | — | — |
2 Option on Invesco QQQ Trust Mar27 | 11.27% | — | — | — | — | — | — |
3 Option on Invesco QQQ Trust Mar27 | 1.24% | — | — | — | — | — | — |
4 Option on Invesco QQQ Trust Mar27 | 0.55% | — | — | — | — | — | — |