Portfolio
Aug 20, 2026- Cash88.22%
- Stock10.47%
- Other1.31%
Morningstar style box
Aug 20, 2026Current style: Large Growth
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ValueBlendGrowth
Weight %50+25-4910-240-9
Top Holdings
Aug 20, 2026Top 10 Holdings Weight: 111.4%
| Name/code | Weight | Type | Industry | Style | Price | Change % | Market Cap |
|---|---|---|---|---|---|---|---|
1  BNY Dreyfus Treasury Secs Csh Mgmt Inst | 30.08% | — | — | — | — | — | — |
2 Goldman Sachs FS Treasury Intms D | 23.61% | — | — | — | — | — | — |
3 BNY Dreyfus Govt Cash Mgmt Instl | 20.81% | — | — | — | — | — | — |
| 15.61% | Equity | Information Technology | Large Growth | — | — | — | |
5 Goldman Sachs Fin Gov 465 Institut | 14.75% | — | — | — | — | — | — |
6 Amd Shares Swap | 2.31% | — | — | — | — | — | — |
7 Direxion Daily Amd Shares | 1.36% | — | — | — | — | — | — |
8 Amd Shares Swap | 1.29% | — | — | — | — | — | — |
9 Amd Shares Swap | 0.95% | — | — | — | — | — | — |
10 Amd Shares Swap | 0.59% | — | — | — | — | — | — |
