Portfolio
Sep 10, 2026- Other67.67%
- Cash28.30%
- Stock4.03%
Morningstar style box
Sep 10, 2026Current style: Large Growth
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ValueBlendGrowth
Weight %50+25-4910-240-9
Top Holdings
Sep 10, 2026Top 10 Holdings Weight: 91.7%
| Name/code | Weight | Type | Industry | Style | Price | Change % | Market Cap |
|---|---|---|---|---|---|---|---|
1  Mu Swap Asset Leg | 16.28% | — | — | — | — | — | — |
2 Dreyfus Govt Cash Man Ins | 14.53% | — | — | — | — | — | — |
3 Mu Swap Asset Leg | 12.98% | — | — | — | — | — | — |
4 Mu Swap Asset Leg | 10.62% | — | — | — | — | — | — |
5 Mu Swap Asset Leg | 7.49% | — | — | — | — | — | — |
6 Mu Swap Asset Leg | 7.35% | — | — | — | — | — | — |
7 Mu Swap Asset Leg | 7.01% | — | — | — | — | — | — |
8 Dreyfus Trsry Securities Cash Mgmt | 6.14% | — | — | — | — | — | — |
9 Goldman Sachs Fin Gov 465 Institut | 5.13% | — | — | — | — | — | — |
10 Goldman Finl Sq Trsry Inst 506 | 4.20% | — | — | — | — | — | — |