Portfolio
Sep 28, 2026- Other63.70%
- Cash22.75%
- Stock13.55%
Morningstar style box
Sep 28, 2026Current style: Mid Growth
Large
Mid
Small
3%
3%
1%
3%
21%
46%
1%
7%
16%
ValueBlendGrowth
Weight %50+25-4910-240-9
Top Holdings
Sep 28, 2026Top 10 Holdings Weight: 105.6%
| Name/code | Weight | Type | Industry | Style | Price | Change % | Market Cap |
|---|---|---|---|---|---|---|---|
1  Dreyfus Govt Cash Man Ins | 22.93% | — | — | — | — | — | — |
2 Gdxj Swap Asset Leg | 22.90% | — | — | — | — | — | — |
3 Gdxj Swap Asset Leg | 19.74% | — | — | — | — | — | — |
4 VanEck Junior Gold Miners ETF | 13.54% | — | — | — | — | — | — |
5 Gdxj Swap Asset Leg | 11.33% | — | — | — | — | — | — |
6 Gdxj Swap Asset Leg | 9.74% | — | — | — | — | — | — |
7 Goldman Finl Sq Trsry Inst 506 | 5.42% | — | — | — | — | — | — |
8 Gdxj Swap Financing Leg | 0.00% | — | — | — | — | — | — |
9 Gdxj Swap Financing Leg | 0.00% | — | — | — | — | — | — |
10 Gdxj Swap Financing Leg | 0.00% | — | — | — | — | — | — |