Portfolio
Sep 10, 2026- Other68.02%
- Cash27.05%
- Stock4.93%
Morningstar style box
Sep 10, 2026Current style: Large Growth
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ValueBlendGrowth
Weight %50+25-4910-240-9
Top Holdings
Sep 10, 2026Top 10 Holdings Weight: 104.4%
| Name/code | Weight | Type | Industry | Style | Price | Change % | Market Cap |
|---|---|---|---|---|---|---|---|
1  Amd Swap Asset Leg | 22.24% | — | — | — | — | — | — |
2 Amd Swap Asset Leg | 17.81% | — | — | — | — | — | — |
3 Amd Swap Asset Leg | 15.39% | — | — | — | — | — | — |
4 Goldman Sachs FS Treasury Intms D | 9.30% | — | — | — | — | — | — |
5 BNY Dreyfus Govt Cash Mgmt Instl | 8.34% | — | — | — | — | — | — |
6 Amd Swap Asset Leg | 7.91% | — | — | — | — | — | — |
7 BNY Dreyfus Treasury Secs Csh Mgmt Inst | 7.37% | — | — | — | — | — | — |
8 Goldman Sachs Fin Gov 465 Institut | 6.90% | — | — | — | — | — | — |
| 4.93% | Equity | Information Technology | Large Growth | — | — | — | |
10 Amd Swap Asset Leg | 4.16% | — | — | — | — | — | — |
