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Portfolio
Oct 29, 2026- Other64.92%
- Cash29.83%
- Stock5.25%
- Other
- 64.92%
- Cash
- 29.83%
- Stock
- 5.25%
Morningstar style box
Oct 29, 2026Current style: Large Growth
Large
Mid
Small
0%
0%
100%
0%
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0%
0%
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ValueBlendGrowth
Weight %50+25-4910-240-9
Top Holdings
Oct 29, 2026Top 10 Holdings Weight: 101.1%
| Name/code | Weight | Type | Industry | Style | Price | Change % | Market Cap |
|---|---|---|---|---|---|---|---|
1 ![]() Intc Swap Asset Leg | 24.43% | — | — | — | — | — | — |
2 ![]() Intc Swap Asset Leg | 20.17% | — | — | — | — | — | — |
3 ![]() Intc Swap Asset Leg | 20.06% | — | — | — | — | — | — |
4 ![]() Goldman Finl Sq Trsry Inst 506 | 18.08% | — | — | — | — | — | — |
5 ![]() Dreyfus Govt Cash Man Ins | 6.52% | — | — | — | — | — | — |
6 ![]() Goldman Sachs Fin Gov 465 Institut | 6.13% | — | — | — | — | — | — |
| 5.25% | Equity | Information Technology | Large Value | — | — | — | |
8 ![]() Intc Swap Asset Leg | 0.23% | — | — | — | — | — | — |
9 ![]() Dreyfus Trsry Securities Cash Mgmt | 0.17% | — | — | — | — | — | — |
10 ![]() Intc Swap Asset Leg | 0.03% | — | — | — | — | — | — |


