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Portfolio
Oct 22, 2026- Other60.40%
- Cash32.57%
- Stock7.03%
- Other
- 60.40%
- Cash
- 32.57%
- Stock
- 7.03%
Morningstar style box
Oct 22, 2026Current style: Mid Growth
Large
Mid
Small
0%
0%
0%
0%
0%
100%
0%
0%
0%
ValueBlendGrowth
Weight %50+25-4910-240-9
Top Holdings
Oct 22, 2026Top 10 Holdings Weight: 100.0%
| Name/code | Weight | Type | Industry | Style | Price | Change % | Market Cap |
|---|---|---|---|---|---|---|---|
1 ![]() Sofi Swap Asset Leg | 27.07% | — | — | — | — | — | — |
2 ![]() Sofi Swap Asset Leg | 26.23% | — | — | — | — | — | — |
3 ![]() Dreyfus Trsry Securities Cash Mgmt | 14.60% | — | — | — | — | — | — |
4 ![]() Goldman Sachs Fin Gov 465 Institut | 11.63% | — | — | — | — | — | — |
5 ![]() Sofi Swap Asset Leg | 7.10% | — | — | — | — | — | — |
| 7.03% | Equity | Financials | Large Blend | — | — | — | |
7 ![]() Goldman Finl Sq Trsry Inst 506 | 3.96% | — | — | — | — | — | — |
8 ![]() Dreyfus Govt Cash Man Ins | 2.37% | — | — | — | — | — | — |
9 ![]() Sofi Swap Financing Leg | 0.00% | — | — | — | — | — | — |
10 ![]() Sofi Swap Financing Leg | 0.00% | — | — | — | — | — | — |


