----
Portfolio
Oct 20, 2026- Other72.77%
- Stock22.72%
- Cash4.52%
- Other
- 72.77%
- Stock
- 22.72%
- Cash
- 4.52%
Morningstar style box
Oct 20, 2026Current style: Large Blend
Large
Mid
Small
22%
34%
22%
6%
10%
4%
0%
1%
0%
ValueBlendGrowth
Weight %50+25-4910-240-9
Top Holdings
Oct 20, 2026Top 10 Holdings Weight: 80.9%
| Name/code | Weight | Type | Industry | Style | Price | Change % | Market Cap |
|---|---|---|---|---|---|---|---|
1 ![]() Spx Swap Asset Leg | 17.79% | — | — | — | — | — | — |
2 ![]() Spx Swap Asset Leg | 16.97% | — | — | — | — | — | — |
3 ![]() Spx Swap Asset Leg | 16.04% | — | — | — | — | — | — |
4 ![]() Spx Swap Asset Leg | 8.64% | — | — | — | — | — | — |
5 ![]() Spx Swap Asset Leg | 6.80% | — | — | — | — | — | — |
6 ![]() Dreyfus Trsry Securities Cash Mgmt | 3.45% | — | — | — | — | — | — |
7 ![]() Spx Swap Asset Leg | 3.43% | — | — | — | — | — | — |
8 ![]() Spx Swap Asset Leg | 3.10% | — | — | — | — | — | — |
9 ![]() Dreyfus Govt Cash Man Ins | 2.87% | — | — | — | — | — | — |
| 1.79% | Equity | Information Technology | Large Growth | — | — | — |


