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Portfolio
Oct 29, 2026- Other68.23%
- Cash21.80%
- Stock9.96%
- Other
- 68.23%
- Cash
- 21.80%
- Stock
- 9.96%
Morningstar style box
Oct 29, 2026Current style: Large Blend
Large
Mid
Small
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100%
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ValueBlendGrowth
Weight %50+25-4910-240-9
Top Holdings
Oct 29, 2026Top 10 Holdings Weight: 106.1%
| Name/code | Weight | Type | Industry | Style | Price | Change % | Market Cap |
|---|---|---|---|---|---|---|---|
1 ![]() Aapl Swap Asset Leg | 37.54% | — | — | — | — | — | — |
2 ![]() Aapl Swap Asset Leg | 18.67% | — | — | — | — | — | — |
3 ![]() Dreyfus Trsry Securities Cash Mgmt | 11.10% | — | — | — | — | — | — |
| 9.96% | Equity | Information Technology | Large Blend | — | — | — | |
5 ![]() Dreyfus Govt Cash Man Ins | 9.05% | — | — | — | — | — | — |
6 ![]() Aapl Swap Asset Leg | 7.55% | — | — | — | — | — | — |
7 ![]() Goldman Sachs Fin Gov 465 Institut | 5.52% | — | — | — | — | — | — |
8 ![]() Goldman Finl Sq Trsry Inst 506 | 3.04% | — | — | — | — | — | — |
9 ![]() Aapl Swap Asset Leg | 2.25% | — | — | — | — | — | — |
10 ![]() Aapl Swap Asset Leg | 1.43% | — | — | — | — | — | — |


