Portfolio
Aug 20, 2026- Cash74.94%
- Stock25.06%
Morningstar style box
Aug 20, 2026Current style: Large Growth
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ValueBlendGrowth
Weight %50+25-4910-240-9
Top Holdings
Aug 20, 2026Top 10 Holdings Weight: 117.7%
| Name/code | Weight | Type | Industry | Style | Price | Change % | Market Cap |
|---|---|---|---|---|---|---|---|
1  Dreyfus Govt Cash Man Ins | 52.03% | — | — | — | — | — | — |
2 Goldman Finl Sq Trsry Inst 506 | 23.88% | — | — | — | — | — | — |
| 14.11% | Equity | Information Technology | Large Blend | — | — | — | |
4 Goldman Sachs Fin Gov 465 Institut | 12.08% | — | — | — | — | — | — |
5 Palo Alto Networks Inc Swap | 5.46% | — | — | — | — | — | — |
6 Dreyfus Trsry Securities Cash Mgmt | 3.15% | — | — | — | — | — | — |
7 Palo Alto Networks Inc Swap | 2.94% | — | — | — | — | — | — |
8 Palo Alto Networks Inc Swap | 1.86% | — | — | — | — | — | — |
9 Palo Alto Networks Inc Swap | 1.17% | — | — | — | — | — | — |
10 Palo Alto Networks Inc Swap | 0.99% | — | — | — | — | — | — |
