Portfolio
Sep 17, 2026- Other68.97%
- Stock21.05%
- Cash9.97%
Morningstar style box
Sep 17, 2026Current style: Large Growth
Large
Mid
Small
10%
39%
13%
0%
8%
21%
1%
2%
6%
ValueBlendGrowth
Weight %50+25-4910-240-9
Top Holdings
Sep 17, 2026Top 10 Holdings Weight: 86.5%
| Name/code | Weight | Type | Industry | Style | Price | Change % | Market Cap |
|---|---|---|---|---|---|---|---|
1  Djsasd Swap Asset Leg | 24.85% | — | — | — | — | — | — |
2 Djsasd Swap Asset Leg | 12.68% | — | — | — | — | — | — |
3 Djsasd Swap Asset Leg | 10.75% | — | — | — | — | — | — |
4 Djsasd Swap Asset Leg | 10.56% | — | — | — | — | — | — |
5 Djsasd Swap Asset Leg | 7.24% | — | — | — | — | — | — |
6 Goldman Finl Sq Trsry Inst 506 | 4.77% | — | — | — | — | — | — |
7 Dreyfus Govt Cash Man Ins | 4.66% | — | — | — | — | — | — |
| 4.53% | Equity | Industrials | Large Growth | — | — | — | |
| 3.61% | Equity | Industrials | Large Blend | — | — | — | |
10 Djsasd Swap Asset Leg | 2.86% | — | — | — | — | — | — |
