Portfolio
Aug 20, 2026- Cash73.32%
- Stock26.68%
Morningstar style box
Aug 20, 2026Current style: Large Value
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ValueBlendGrowth
Weight %50+25-4910-240-9
Top Holdings
Aug 20, 2026Top 9 Holdings Weight: 111.6%
| Name/code | Weight | Type | Industry | Style | Price | Change % | Market Cap |
|---|---|---|---|---|---|---|---|
1  Dreyfus Govt Cash Man Ins | 24.50% | — | — | — | — | — | — |
2 Dreyfus Trsry Securities Cash Mgmt | 23.26% | — | — | — | — | — | — |
3 Goldman Sachs Fin Gov 465 Institut | 21.24% | — | — | — | — | — | — |
| 15.99% | Equity | Consumer Discretionary | Large Blend | — | — | — | |
5 Goldman Finl Sq Trsry Inst 506 | 15.85% | — | — | — | — | — | — |
6 Amazon.Com Inc Swap | 4.74% | — | — | — | — | — | — |
7 Amazon.Com Inc Swap | 3.35% | — | — | — | — | — | — |
8 Amazon.Com Inc Swap | 2.64% | — | — | — | — | — | — |
9 Amazon.Com Inc Swap | 0.04% | — | — | — | — | — | — |
