Portfolio
Sep 17, 2026- Bond50.13%
- Other28.28%
- Cash16.84%
- Stock4.76%
Morningstar style box
Jul 10, 2026Current style: Mid Growth
Large
Mid
Small
15%
21%
30%
2%
3%
10%
5%
7%
7%
ValueBlendGrowth
Weight %50+25-4910-240-9
Top Holdings
Sep 17, 2026Top 10 Holdings Weight: 59.5%
| Name/code | Weight | Type | Industry | Style | Price | Change % | Market Cap |
|---|---|---|---|---|---|---|---|
1  YieldMax MRNA Option Income Strategy ETF | 8.37% | — | — | — | — | — | — |
2 YieldMax HOOD Option Income Strategy ETF | 7.40% | — | — | — | — | — | — |
3 YieldMax AAPL Option Income Strategy ETF | 6.50% | — | — | — | — | — | — |
4 YieldMax AMD Option Income Strategy ETF | 6.30% | — | — | — | — | — | — |
5 YieldMax META Option Income Strategy ETF | 6.24% | — | — | — | — | — | — |
6 YieldMax Gold Miners Opt Inc Strgy ETF | 5.82% | — | — | — | — | — | — |
7 YieldMax TSLA Option Income Strategy ETF | 5.11% | — | — | — | — | — | — |
8 YieldMax CRCL Option Income Strategy ETF | 4.79% | — | — | — | — | — | — |
9 YieldMax COIN Option Income Strategy ETF | 4.52% | — | — | — | — | — | — |
10 YieldMax AI Option Income Strategy ETF | 4.46% | — | — | — | — | — | — |