Portfolio
Sep 17, 2026- Stock68.08%
- Cash31.92%
Morningstar style box
Sep 17, 2026Current style: Large Blend
Large
Mid
Small
24%
53%
13%
0%
4%
6%
0%
0%
0%
ValueBlendGrowth
Weight %50+25-4910-240-9
Top Holdings
Sep 17, 2026Top 10 Holdings Weight: 60.0%
| Name/code | Weight | Type | Industry | Style | Price | Change % | Market Cap |
|---|---|---|---|---|---|---|---|
| 10.01% | Equity | Consumer Discretionary | Large Value | — | — | — | |
| 9.58% | Equity | Communication Services | Large Value | — | — | — | |
| 9.57% | Equity | Consumer Discretionary | Large Value | — | — | — | |
| 9.43% | Equity | Communication Services | Large Value | — | — | — | |
| 7.94% | Equity | Communication Services | — | — | — | — | |
| 3.41% | Equity | Information Technology | Mid Value | — | — | — | |
| 3.34% | Equity | Information Technology | Mid Blend | — | — | — | |
| 2.69% | Equity | Information Technology | Mid Blend | — | — | — | |
| 2.42% | Equity | Information Technology | Mid Blend | — | — | — | |
| 1.57% | Equity | Information Technology | — | — | — | — |
