Portfolio
Aug 19, 2026- Cash97.62%
- Stock2.38%
Morningstar style box
Aug 19, 2026Current style: Large Value
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ValueBlendGrowth
Weight %50+25-4910-240-9
Top Holdings
Aug 19, 2026Top 5 Holdings Weight: 115.7%
| Name/code | Weight | Type | Industry | Style | Price | Change % | Market Cap |
|---|---|---|---|---|---|---|---|
1  Dreyfus Trsry Securities Cash Mgmt | 56.98% | — | — | — | — | — | — |
2 Dreyfus Govt Cash Man Ins | 40.63% | — | — | — | — | — | — |
| 9.96% | Equity | Communication Services | Large Blend | — | — | — | |
4 Meta Platoforms Inc-Class A Swap | 7.85% | — | — | — | — | — | — |
5 Meta Call Writing Index | 0.27% | — | — | — | — | — | — |
