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Portfolio
Oct 22, 2026- Other71.52%
- Cash19.45%
- Stock9.03%
- Other
- 71.52%
- Cash
- 19.45%
- Stock
- 9.03%
Morningstar style box
Oct 22, 2026Current style: Large Growth
Large
Mid
Small
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100%
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ValueBlendGrowth
Weight %50+25-4910-240-9
Top Holdings
Oct 22, 2026Top 10 Holdings Weight: 113.5%
| Name/code | Weight | Type | Industry | Style | Price | Change % | Market Cap |
|---|---|---|---|---|---|---|---|
1 ![]() Hood Swap Asset Leg | 24.33% | — | — | — | — | — | — |
2 ![]() Hood Swap Asset Leg | 20.68% | — | — | — | — | — | — |
3 ![]() Goldman Finl Sq Trsry Inst 506 | 12.46% | — | — | — | — | — | — |
4 ![]() Hood Swap Asset Leg | 11.56% | — | — | — | — | — | — |
5 ![]() Dreyfus Govt Cash Man Ins | 9.75% | — | — | — | — | — | — |
| 9.03% | Equity | Financials | Large Growth | — | — | — | |
7 ![]() Hood Swap Asset Leg | 7.71% | — | — | — | — | — | — |
8 ![]() Goldman Sachs Fin Gov 465 Institut | 7.30% | — | — | — | — | — | — |
9 ![]() Hood Swap Asset Leg | 7.24% | — | — | — | — | — | — |
10 ![]() Dreyfus Trsry Securities Cash Mgmt | 3.47% | — | — | — | — | — | — |


