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Portfolio
Oct 20, 2026- Other65.16%
- Cash29.44%
- Stock5.40%
- Other
- 65.16%
- Cash
- 29.44%
- Stock
- 5.40%
Morningstar style box
Oct 20, 2026Current style: Large Growth
Large
Mid
Small
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0%
100%
0%
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ValueBlendGrowth
Weight %50+25-4910-240-9
Top Holdings
Oct 20, 2026Top 10 Holdings Weight: 99.5%
| Name/code | Weight | Type | Industry | Style | Price | Change % | Market Cap |
|---|---|---|---|---|---|---|---|
1 ![]() Panw Swap Asset Leg | 23.35% | — | — | — | — | — | — |
2 ![]() Dreyfus Govt Cash Man Ins | 14.26% | — | — | — | — | — | — |
3 ![]() Goldman Finl Sq Trsry Inst 506 | 11.27% | — | — | — | — | — | — |
4 ![]() Panw Swap Asset Leg | 10.85% | — | — | — | — | — | — |
5 ![]() Panw Swap Asset Leg | 9.01% | — | — | — | — | — | — |
6 ![]() Panw Swap Asset Leg | 9.00% | — | — | — | — | — | — |
7 ![]() Panw Swap Asset Leg | 7.22% | — | — | — | — | — | — |
8 ![]() Panw Swap Asset Leg | 5.74% | — | — | — | — | — | — |
| 5.40% | Equity | Information Technology | Large Growth | — | — | — | |
10 ![]() Goldman Sachs Fin Gov 465 Institut | 3.38% | — | — | — | — | — | — |


