----
Portfolio
Oct 8, 2026- Other81.42%
- Stock9.31%
- Cash9.27%
- Other
- 81.42%
- Stock
- 9.31%
- Cash
- 9.27%
Morningstar style box
Oct 8, 2026Current style: Large Growth
Large
Mid
Small
0%
0%
100%
0%
0%
0%
0%
0%
0%
ValueBlendGrowth
Weight %50+25-4910-240-9
Top Holdings
Oct 8, 2026Top 10 Holdings Weight: 126.4%
| Name/code | Weight | Type | Industry | Style | Price | Change % | Market Cap |
|---|---|---|---|---|---|---|---|
1 ![]() Pltr Swap Asset Leg | 53.52% | — | — | — | — | — | — |
2 ![]() Pltr Swap Asset Leg | 22.97% | — | — | — | — | — | — |
3 ![]() Goldman Finl Sq Trsry Inst 506 | 18.67% | — | — | — | — | — | — |
| 9.31% | Equity | Information Technology | Large Growth | — | — | — | |
5 ![]() Dreyfus Govt Cash Man Ins | 8.27% | — | — | — | — | — | — |
6 ![]() Goldman Sachs Fin Gov 465 Institut | 6.73% | — | — | — | — | — | — |
7 ![]() Pltr Swap Asset Leg | 3.93% | — | — | — | — | — | — |
8 ![]() Dreyfus Trsry Securities Cash Mgmt | 1.95% | — | — | — | — | — | — |
9 ![]() Pltr Swap Asset Leg | 0.50% | — | — | — | — | — | — |
10 ![]() Pltr Swap Asset Leg | 0.50% | — | — | — | — | — | — |


