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Portfolio
Oct 8, 2026- Other59.66%
- Cash33.72%
- Stock6.62%
- Other
- 59.66%
- Cash
- 33.72%
- Stock
- 6.62%
Morningstar style box
Oct 8, 2026Current style: Large Growth
Large
Mid
Small
0%
0%
100%
0%
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0%
0%
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ValueBlendGrowth
Weight %50+25-4910-240-9
Top Holdings
Oct 8, 2026Top 10 Holdings Weight: 100.0%
| Name/code | Weight | Type | Industry | Style | Price | Change % | Market Cap |
|---|---|---|---|---|---|---|---|
1 ![]() Ba Swap Asset Leg | 29.87% | — | — | — | — | — | — |
2 ![]() Ba Swap Asset Leg | 20.10% | — | — | — | — | — | — |
3 ![]() Dreyfus Trsry Securities Cash Mgmt | 16.10% | — | — | — | — | — | — |
4 ![]() Ba Swap Asset Leg | 9.68% | — | — | — | — | — | — |
5 ![]() Goldman Sachs Fin Gov 465 Institut | 7.74% | — | — | — | — | — | — |
| 6.62% | Equity | Industrials | Large Growth | — | — | — | |
7 ![]() Dreyfus Govt Cash Man Ins | 5.14% | — | — | — | — | — | — |
8 ![]() Goldman Finl Sq Trsry Inst 506 | 4.74% | — | — | — | — | — | — |
9 ![]() Ba Swap Financing Leg | 0.00% | — | — | — | — | — | — |
10 ![]() Ba Swap Financing Leg | 0.00% | — | — | — | — | — | — |


