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Portfolio
Oct 22, 2026- Other77.26%
- Cash17.77%
- Stock4.98%
- Other
- 77.26%
- Cash
- 17.77%
- Stock
- 4.98%
Morningstar style box
Oct 22, 2026Current style: Large Growth
Large
Mid
Small
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100%
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ValueBlendGrowth
Weight %50+25-4910-240-9
Top Holdings
Oct 22, 2026Top 10 Holdings Weight: 119.1%
| Name/code | Weight | Type | Industry | Style | Price | Change % | Market Cap |
|---|---|---|---|---|---|---|---|
1 ![]() Shop Swap Asset Leg | 25.29% | — | — | — | — | — | — |
2 ![]() Goldman Finl Sq Trsry Inst 506 | 18.24% | — | — | — | — | — | — |
3 ![]() Shop Swap Asset Leg | 17.71% | — | — | — | — | — | — |
4 ![]() Shop Swap Asset Leg | 14.57% | — | — | — | — | — | — |
5 ![]() Shop Swap Asset Leg | 9.88% | — | — | — | — | — | — |
6 ![]() Shop Swap Asset Leg | 9.80% | — | — | — | — | — | — |
7 ![]() Dreyfus Govt Cash Man Ins | 9.41% | — | — | — | — | — | — |
8 ![]() Dreyfus Trsry Securities Cash Mgmt | 6.40% | — | — | — | — | — | — |
| 4.98% | Equity | Information Technology | Large Growth | — | — | — | |
10 ![]() Goldman Sachs Fin Gov 465 Institut | 2.83% | — | — | — | — | — | — |


