Portfolio
Sep 9, 2026- Other62.93%
- Cash30.77%
- Stock6.30%
Morningstar style box
Sep 9, 2026Current style: Large Value
Large
Mid
Small
100%
0%
0%
0%
0%
0%
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ValueBlendGrowth
Weight %50+25-4910-240-9
Top Holdings
Sep 9, 2026Top 10 Holdings Weight: 100.0%
| Name/code | Weight | Type | Industry | Style | Price | Change % | Market Cap |
|---|---|---|---|---|---|---|---|
1  Unh Swap Asset Leg | 25.21% | — | — | — | — | — | — |
2 Goldman Finl Sq Trsry Inst 506 | 15.70% | — | — | — | — | — | — |
3 Dreyfus Govt Cash Man Ins | 15.08% | — | — | — | — | — | — |
4 Unh Swap Asset Leg | 12.89% | — | — | — | — | — | — |
5 Unh Swap Asset Leg | 12.88% | — | — | — | — | — | — |
6 Unh Swap Asset Leg | 11.93% | — | — | — | — | — | — |
| 6.30% | Equity | Health Care | Large Value | — | — | — | |
8 Unh Swap Asset Leg | 0.02% | — | — | — | — | — | — |
9 Unh Swap Financing Leg | 0.00% | — | — | — | — | — | — |
10 Unh Swap Financing Leg | 0.00% | — | — | — | — | — | — |
