Portfolio
Sep 11, 2026- Stock90.48%
- Cash6.25%
- Bond1.86%
- Other1.41%
Morningstar style box
Sep 11, 2026Current style: Large Growth
Large
Mid
Small
9%
37%
44%
1%
4%
5%
0%
0%
0%
ValueBlendGrowth
Weight %50+25-4910-240-9
Top Holdings
Sep 11, 2026Top 10 Holdings Weight: 56.4%
| Name/code | Weight | Type | Industry | Style | Price | Change % | Market Cap |
|---|---|---|---|---|---|---|---|
| 8.17% | Equity | Information Technology | Large Growth | — | — | — | |
| 7.54% | Equity | Information Technology | Large Blend | — | — | — | |
3  Technology Select Sector Index Swap | 6.57% | — | — | — | — | — | — |
4 Technology Select Sector Index Swap | 6.26% | — | — | — | — | — | — |
5 Technology Select Sector Index Swap | 6.21% | — | — | — | — | — | — |
| 5.69% | Equity | Information Technology | Large Blend | — | — | — | |
7 Technology Select Sector Index Swap | 5.55% | — | — | — | — | — | — |
8 Technology Select Sector Index Swap | 4.85% | — | — | — | — | — | — |
9 ProShares GENIUS Money Market ETF | 2.90% | — | — | — | — | — | — |
| 2.65% | Equity | Information Technology | Large Growth | — | — | — |
