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Portfolio
Oct 5, 2026- Other69.65%
- Cash26.24%
- Stock4.12%
- Other
- 69.65%
- Cash
- 26.24%
- Stock
- 4.12%
Morningstar style box
Oct 5, 2026Current style: Large Growth
Large
Mid
Small
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100%
0%
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ValueBlendGrowth
Weight %50+25-4910-240-9
Top Holdings
Oct 5, 2026Top 10 Holdings Weight: 91.5%
| Name/code | Weight | Type | Industry | Style | Price | Change % | Market Cap |
|---|---|---|---|---|---|---|---|
1 ![]() Mu Swap Asset Leg | 16.07% | — | — | — | — | — | — |
2 ![]() Mu Swap Asset Leg | 15.41% | — | — | — | — | — | — |
3 ![]() Dreyfus Govt Cash Man Ins | 14.08% | — | — | — | — | — | — |
4 ![]() Mu Swap Asset Leg | 7.62% | — | — | — | — | — | — |
5 ![]() Mu Swap Asset Leg | 7.48% | — | — | — | — | — | — |
6 ![]() Mu Swap Asset Leg | 7.47% | — | — | — | — | — | — |
7 ![]() Dreyfus Trsry Securities Cash Mgmt | 7.00% | — | — | — | — | — | — |
8 ![]() Mu Swap Asset Leg | 5.87% | — | — | — | — | — | — |
9 ![]() Mu Swap Asset Leg | 5.58% | — | — | — | — | — | — |
10 ![]() Goldman Sachs Fin Gov 465 Institut | 4.87% | — | — | — | — | — | — |

