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Portfolio
Oct 22, 2026- Other66.78%
- Cash26.89%
- Stock6.33%
- Other
- 66.78%
- Cash
- 26.89%
- Stock
- 6.33%
Morningstar style box
Oct 22, 2026Current style: Large Growth
Large
Mid
Small
0%
0%
100%
0%
0%
0%
0%
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ValueBlendGrowth
Weight %50+25-4910-240-9
Top Holdings
Oct 22, 2026Top 10 Holdings Weight: 104.7%
| Name/code | Weight | Type | Industry | Style | Price | Change % | Market Cap |
|---|---|---|---|---|---|---|---|
1 ![]() Tsm Swap Asset Leg | 26.91% | — | — | — | — | — | — |
2 ![]() Dreyfus Govt Cash Man Ins | 15.61% | — | — | — | — | — | — |
3 ![]() Tsm Swap Asset Leg | 13.75% | — | — | — | — | — | — |
4 ![]() Tsm Swap Asset Leg | 13.28% | — | — | — | — | — | — |
5 ![]() Tsm Swap Asset Leg | 12.75% | — | — | — | — | — | — |
6 ![]() Dreyfus Trsry Securities Cash Mgmt | 11.27% | — | — | — | — | — | — |
| 6.33% | Equity | Information Technology | Large Growth | — | — | — | |
8 ![]() Goldman Finl Sq Trsry Inst 506 | 4.72% | — | — | — | — | — | — |
9 ![]() Tsm Swap Asset Leg | 0.09% | — | — | — | — | — | — |
10 ![]() Tsm Swap Financing Leg | 0.00% | — | — | — | — | — | — |


