Portfolio
Aug 20, 2026- Cash76.79%
- Stock23.21%
Morningstar style box
Aug 16, 2026Current style: Large Value
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ValueBlendGrowth
Weight %50+25-4910-240-9
Top Holdings
Aug 20, 2026Top 7 Holdings Weight: 106.1%
| Name/code | Weight | Type | Industry | Style | Price | Change % | Market Cap |
|---|---|---|---|---|---|---|---|
1  Dreyfus Govt Cash Man Ins | 37.86% | — | — | — | — | — | — |
2 Goldman Finl Sq Trsry Inst 506 | 24.33% | — | — | — | — | — | — |
3 Dreyfus Trsry Securities Cash Mgmt | 20.68% | — | — | — | — | — | — |
| 10.97% | Equity | Information Technology | Large Blend | — | — | — | |
5 Adobe Inc Swap | 5.38% | — | — | — | — | — | — |
6 Adobe Inc Swap | 5.32% | — | — | — | — | — | — |
7 Adobe Inc Swap | 1.54% | — | — | — | — | — | — |
