Portfolio
Aug 20, 2026- Cash72.72%
- Stock27.28%
Morningstar style box
Aug 20, 2026Current style: Large Growth
Large
Mid
Small
0%
0%
100%
0%
0%
0%
0%
0%
0%
ValueBlendGrowth
Weight %50+25-4910-240-9
Top Holdings
Aug 20, 2026Top 9 Holdings Weight: 113.4%
| Name/code | Weight | Type | Industry | Style | Price | Change % | Market Cap |
|---|---|---|---|---|---|---|---|
1  Dreyfus Trsry Securities Cash Mgmt | 33.66% | — | — | — | — | — | — |
2 Goldman Sachs Fin Gov 465 Institut | 20.97% | — | — | — | — | — | — |
| 18.19% | Equity | Health Care | Large Growth | — | — | — | |
4 Dreyfus Govt Cash Man Ins | 16.93% | — | — | — | — | — | — |
5 Goldman Finl Sq Trsry Inst 506 | 14.60% | — | — | — | — | — | — |
6 Eli Lilly And Co Swap | 3.78% | — | — | — | — | — | — |
7 Eli Lilly And Co Swap | 3.03% | — | — | — | — | — | — |
8 Eli Lilly And Co Swap | 1.41% | — | — | — | — | — | — |
9 Eli Lilly And Co Swap | 0.87% | — | — | — | — | — | — |
