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Portfolio
Oct 6, 2026- Stock96.00%
- Cash4.00%
- Stock
- 96.00%
- Cash
- 4.00%
Morningstar style box
Oct 6, 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 6, 2026Top 2 Holdings Weight: 100.4%
| Name/code | Weight | Type | Industry | Style | Price | Change % | Market Cap |
|---|---|---|---|---|---|---|---|
| 96.00% | Equity | Energy | Large Value | — | — | — | |
2 ![]() BNY Dreyfus Treasury Secs Csh Mgmt Inst | 4.40% | — | — | — | — | — | — |


