Portfolio
Sep 14, 2026- Other57.61%
- Stock38.22%
- Cash4.17%
Morningstar style box
Sep 14, 2026Current style: Large Blend
Large
Mid
Small
15%
60%
25%
0%
0%
0%
0%
0%
0%
ValueBlendGrowth
Weight %50+25-4910-240-9
Top Holdings
Sep 14, 2026Top 10 Holdings Weight: 97.2%
| Name/code | Weight | Type | Industry | Style | Price | Change % | Market Cap |
|---|---|---|---|---|---|---|---|
1  Ifotqp Swap Asset Leg | 26.81% | — | — | — | — | — | — |
2 Ifotqp Swap Asset Leg | 16.27% | — | — | — | — | — | — |
3 Ifotqp Swap Asset Leg | 14.53% | — | — | — | — | — | — |
| 6.86% | Equity | Information Technology | Large Blend | — | — | — | |
| 5.89% | Equity | Communication Services | Large Growth | — | — | — | |
6 Dreyfus Govt Cash Man Ins | 5.84% | — | — | — | — | — | — |
| 5.59% | Equity | Information Technology | Large Blend | — | — | — | |
| 5.43% | Equity | Consumer Discretionary | Large Blend | — | — | — | |
| 5.04% | Equity | Information Technology | Large Growth | — | — | — | |
| 4.98% | Equity | Communication Services | Large Growth | — | — | — |
