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Portfolio
Nov 9, 2026- Stock96.57%
- Cash3.43%
- Stock
- 96.57%
- Cash
- 3.43%
Morningstar style box
Nov 9, 2026Current style: Large Value
Large
Mid
Small
100%
0%
0%
0%
0%
0%
0%
0%
0%
ValueBlendGrowth
Weight %50+25-4910-240-9
Top Holdings
Nov 9, 2026Top 2 Holdings Weight: 100.3%
| Name/code | Weight | Type | Industry | Style | Price | Change % | Market Cap |
|---|---|---|---|---|---|---|---|
| 96.57% | Equity | Financials | Large Value | — | — | — | |
2 ![]() BNY Dreyfus Treasury Secs Csh Mgmt Inst | 3.73% | — | — | — | — | — | — |


