Portfolio
Jun 30, 2026- Stock98.89%
- Bond0.62%
- Cash0.48%
Morningstar style box
Jun 30, 2026Current style: Large Value
Large
Mid
Small
65%
29%
3%
1%
2%
0%
0%
0%
0%
ValueBlendGrowth
Weight %50+25-4910-240-9
Top Holdings
Jun 30, 2026Top 10 Holdings Weight: 48.1%
| Name/code | Weight | Type | Industry | Style | Price | Change % | Market Cap |
|---|---|---|---|---|---|---|---|
| 9.03% | Equity | Financials | Large Blend | — | — | — | |
| 8.02% | Equity | Communication Services | Large Blend | — | — | — | |
| 6.38% | Equity | Consumer Discretionary | Large Value | — | — | — | |
| 5.12% | Equity | Financials | Large Value | — | — | — | |
| 4.95% | Equity | Financials | Large Value | — | — | — | |
| 3.50% | Equity | Financials | Large Value | — | — | — | |
| 3.13% | Equity | Communication Services | Large Value | — | — | — | |
| 2.88% | Equity | Financials | Large Growth | — | — | — | |
| 2.59% | Equity | Information Technology | Large Value | — | — | — | |
| 2.51% | Equity | Consumer Discretionary | Large Value | — | — | — |
