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Portfolio
Oct 8, 2026- Stock95.76%
- Cash4.24%
- Stock
- 95.76%
- Cash
- 4.24%
Morningstar style box
Oct 8, 2026Current style: Large Value
Large
Mid
Small
100%
0%
0%
0%
0%
0%
0%
0%
0%
ValueBlendGrowth
Weight %50+25-4910-240-9
Top Holdings
Oct 8, 2026Top 2 Holdings Weight: 100.1%
| Name/code | Weight | Type | Industry | Style | Price | Change % | Market Cap |
|---|---|---|---|---|---|---|---|
| 95.76% | Equity | Energy | Large Value | — | — | — | |
2 ![]() BNY Dreyfus Treasury Secs Csh Mgmt Inst | 4.29% | — | — | — | — | — | — |


