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Portfolio
Oct 21, 2026- Other67.25%
- Cash26.27%
- Stock6.48%
- Other
- 67.25%
- Cash
- 26.27%
- Stock
- 6.48%
Morningstar style box
Oct 21, 2026Current style: Large Growth
Large
Mid
Small
0%
0%
100%
0%
0%
0%
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ValueBlendGrowth
Weight %50+25-4910-240-9
Top Holdings
Oct 21, 2026Top 10 Holdings Weight: 103.4%
| Name/code | Weight | Type | Industry | Style | Price | Change % | Market Cap |
|---|---|---|---|---|---|---|---|
1 ![]() Tsm Swap Asset Leg | 27.65% | — | — | — | — | — | — |
2 ![]() Dreyfus Govt Cash Man Ins | 14.73% | — | — | — | — | — | — |
3 ![]() Tsm Swap Asset Leg | 14.13% | — | — | — | — | — | — |
4 ![]() Tsm Swap Asset Leg | 13.65% | — | — | — | — | — | — |
5 ![]() Tsm Swap Asset Leg | 11.73% | — | — | — | — | — | — |
6 ![]() Dreyfus Trsry Securities Cash Mgmt | 10.89% | — | — | — | — | — | — |
| 6.48% | Equity | Information Technology | Large Growth | — | — | — | |
8 ![]() Goldman Finl Sq Trsry Inst 506 | 4.08% | — | — | — | — | — | — |
9 ![]() Tsm Swap Asset Leg | 0.09% | — | — | — | — | — | — |
10 ![]() Tsm Swap Financing Leg | 0.00% | — | — | — | — | — | — |


