Portfolio
Sep 9, 2026- Other64.84%
- Stock23.48%
- Cash11.68%
Morningstar style box
Sep 9, 2026Current style: Large Growth
Large
Mid
Small
12%
10%
36%
1%
9%
25%
0%
2%
4%
ValueBlendGrowth
Weight %50+25-4910-240-9
Top Holdings
Sep 9, 2026Top 10 Holdings Weight: 108.9%
| Name/code | Weight | Type | Industry | Style | Price | Change % | Market Cap |
|---|---|---|---|---|---|---|---|
1  VanEck Gold Miners ETF | 23.48% | — | — | — | — | — | — |
2 Dreyfus Govt Cash Man Ins | 13.98% | — | — | — | — | — | — |
3 Gdx Swap Asset Leg | 13.39% | — | — | — | — | — | — |
4 Gdx Swap Asset Leg | 12.29% | — | — | — | — | — | — |
5 Gdx Swap Asset Leg | 11.03% | — | — | — | — | — | — |
6 Gdx Swap Asset Leg | 10.63% | — | — | — | — | — | — |
7 Gdx Swap Asset Leg | 10.62% | — | — | — | — | — | — |
8 Gdx Swap Asset Leg | 6.89% | — | — | — | — | — | — |
9 Goldman Finl Sq Trsry Inst 506 | 4.47% | — | — | — | — | — | — |
10 Dreyfus Trsry Securities Cash Mgmt | 2.10% | — | — | — | — | — | — |