Portfolio
Aug 13, 2026- Cash81.11%
- Stock17.85%
- Other1.04%
Morningstar style box
Aug 13, 2026Current style: Large Growth
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ValueBlendGrowth
Weight %50+25-4910-240-9
Top Holdings
Aug 13, 2026Top 10 Holdings Weight: 103.4%
| Name/code | Weight | Type | Industry | Style | Price | Change % | Market Cap |
|---|---|---|---|---|---|---|---|
1  BNY Dreyfus Govt Cash Mgmt Instl | 36.85% | — | — | — | — | — | — |
2 BNY Dreyfus Treasury Secs Csh Mgmt Inst | 21.09% | — | — | — | — | — | — |
3 Goldman Sachs FS Treasury Intms D | 18.47% | — | — | — | — | — | — |
| 17.35% | Equity | Information Technology | Large Growth | — | — | — | |
5 Goldman Sachs Fin Gov 465 Institut | 6.63% | — | — | — | — | — | — |
6 Direxion Daily Amd Shares | 1.29% | — | — | — | — | — | — |
7 Amd Shares Swap | 1.03% | — | — | — | — | — | — |
8 Amd Shares Swap | 0.26% | — | — | — | — | — | — |
9 Direxion Daily Amd Shares | 0.25% | — | — | — | — | — | — |
10 Amd Shares Swap | 0.17% | — | — | — | — | — | — |
