Portfolio
Aug 13, 2026- Cash80.45%
- Stock19.55%
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 9 Holdings Weight: 105.3%
| Name/code | Weight | Type | Industry | Style | Price | Change % | Market Cap |
|---|---|---|---|---|---|---|---|
1  Dreyfus Trsry Securities Cash Mgmt | 28.77% | — | — | — | — | — | — |
2 Goldman Sachs Fin Gov 465 Institut | 24.79% | — | — | — | — | — | — |
3 Dreyfus Govt Cash Man Ins | 19.28% | — | — | — | — | — | — |
| 15.88% | Equity | Health Care | Large Growth | — | — | — | |
5 Goldman Finl Sq Trsry Inst 506 | 12.55% | — | — | — | — | — | — |
6 Eli Lilly And Co Swap | 2.62% | — | — | — | — | — | — |
7 Eli Lilly And Co Swap | 0.63% | — | — | — | — | — | — |
8 Eli Lilly And Co Swap | 0.62% | — | — | — | — | — | — |
9 Eli Lilly And Co Swap | 0.20% | — | — | — | — | — | — |
