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Portfolio
Oct 26, 2026- Other67.19%
- Cash26.08%
- Stock6.73%
- Other
- 67.19%
- Cash
- 26.08%
- Stock
- 6.73%
Morningstar style box
Oct 26, 2026Current style: Large Value
Large
Mid
Small
100%
0%
0%
0%
0%
0%
0%
0%
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ValueBlendGrowth
Weight %50+25-4910-240-9
Top Holdings
Oct 26, 2026Top 10 Holdings Weight: 102.9%
| Name/code | Weight | Type | Industry | Style | Price | Change % | Market Cap |
|---|---|---|---|---|---|---|---|
1 ![]() Unh Swap Asset Leg | 30.75% | — | — | — | — | — | — |
2 ![]() Goldman Finl Sq Trsry Inst 506 | 25.89% | — | — | — | — | — | — |
3 ![]() Recv Unh Asset Swap | 19.29% | — | — | — | — | — | — |
4 ![]() Unh Swap Asset Leg | 15.20% | — | — | — | — | — | — |
| 6.73% | Equity | Health Care | Large Value | — | — | — | |
6 ![]() Dreyfus Govt Cash Man Ins | 3.06% | — | — | — | — | — | — |
7 ![]() Unh Swap Asset Leg | 1.93% | — | — | — | — | — | — |
8 ![]() Unh Swap Asset Leg | 0.02% | — | — | — | — | — | — |
9 ![]() Unh Swap Financing Leg | 0.00% | — | — | — | — | — | — |
10 ![]() Unh Swap Financing Leg | 0.00% | — | — | — | — | — | — |


