Portfolio
Aug 16, 2026- Cash83.50%
- Stock16.50%
Morningstar style box
Aug 16, 2026Current style: Large Growth
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ValueBlendGrowth
Weight %50+25-4910-240-9
Top Holdings
Aug 16, 2026Top 9 Holdings Weight: 109.5%
| Name/code | Weight | Type | Industry | Style | Price | Change % | Market Cap |
|---|---|---|---|---|---|---|---|
1  Dreyfus Trsry Securities Cash Mgmt | 31.35% | — | — | — | — | — | — |
2 Goldman Sachs Fin Gov 465 Institut | 23.44% | — | — | — | — | — | — |
3 Dreyfus Govt Cash Man Ins | 18.36% | — | — | — | — | — | — |
| 16.89% | Equity | Health Care | Large Growth | — | — | — | |
5 Goldman Finl Sq Trsry Inst 506 | 13.67% | — | — | — | — | — | — |
6 Eli Lilly And Co Swap | 2.17% | — | — | — | — | — | — |
7 Eli Lilly And Co Swap | 1.93% | — | — | — | — | — | — |
8 Eli Lilly And Co Swap | 1.17% | — | — | — | — | — | — |
9 Eli Lilly And Co Swap | 0.53% | — | — | — | — | — | — |
