Portfolio
Aug 19, 2026- Stock101.95%
- Cash0.00%
Morningstar style box
Aug 19, 2026Current style: Small Blend
Large
Mid
Small
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36%
37%
26%
ValueBlendGrowth
Weight %50+25-4910-240-9
Top Holdings
Aug 19, 2026Top 10 Holdings Weight: 126.1%
| Name/code | Weight | Type | Industry | Style | Price | Change % | Market Cap |
|---|---|---|---|---|---|---|---|
1  iShares Russell 2000 ETF | 69.22% | — | — | — | — | — | — |
2 Dreyfus Govt Cash Man Ins | 13.78% | — | — | — | — | — | — |
3 Russ 2000 Indx Small Swap | 8.51% | — | — | — | — | — | — |
4 Russ 2000 Indx Small Swap | 6.47% | — | — | — | — | — | — |
5 Russ 2000 Indx Small Swap | 6.44% | — | — | — | — | — | — |
6 Goldman Sachs Fin Gov 465 Institut | 6.08% | — | — | — | — | — | — |
7 Russ 2000 Indx Small Swap | 6.03% | — | — | — | — | — | — |
8 Goldman Finl Sq Trsry Inst 506 | 5.36% | — | — | — | — | — | — |
9 Russ 2000 Indx Small Swap | 2.29% | — | — | — | — | — | — |
10 Russell 2000 Index Swap | 1.89% | — | — | — | — | — | — |