Portfolio
Aug 19, 2026- Cash70.96%
- Stock29.04%
Morningstar style box
Aug 3, 2026Current style: Large Growth
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ValueBlendGrowth
Weight %50+25-4910-240-9
Top Holdings
Aug 19, 2026Top 10 Holdings Weight: 123.2%
| Name/code | Weight | Type | Industry | Style | Price | Change % | Market Cap |
|---|---|---|---|---|---|---|---|
1  Dreyfus Govt Cash Man Ins | 52.98% | — | — | — | — | — | — |
2 Goldman Finl Sq Trsry Inst 506 | 23.50% | — | — | — | — | — | — |
3 Goldman Sachs Fin Gov 465 Institut | 14.83% | — | — | — | — | — | — |
| 13.70% | Equity | Information Technology | Large Blend | — | — | — | |
5 Palo Alto Networks Inc Swap | 5.96% | — | — | — | — | — | — |
6 Palo Alto Networks Inc Swap | 3.66% | — | — | — | — | — | — |
7 Dreyfus Trsry Securities Cash Mgmt | 2.98% | — | — | — | — | — | — |
8 Palo Alto Networks Inc Swap | 2.60% | — | — | — | — | — | — |
9 Palo Alto Networks Inc Swap | 2.32% | — | — | — | — | — | — |
10 Palo Alto Networks Inc Swap | 0.69% | — | — | — | — | — | — |
