Portfolio
Jun 30, 2026- Stock94.78%
- Cash5.73%
- Other0.00%
Morningstar style box
Jun 30, 2026Current style: Large Blend
Large
Mid
Small
38%
34%
28%
0%
0%
0%
0%
0%
0%
ValueBlendGrowth
Weight %50+25-4910-240-9
Top Holdings
Jun 30, 2026Top 10 Holdings Weight: 44.4%
| Name/code | Weight | Type | Industry | Style | Price | Change % | Market Cap |
|---|---|---|---|---|---|---|---|
| 7.29% | Equity | Consumer Staples | — | — | — | — | |
| 5.35% | Equity | Information Technology | — | — | — | — | |
| 4.99% | Equity | Financials | — | — | — | — | |
| 4.93% | Equity | Information Technology | — | — | — | — | |
| 4.30% | Equity | Financials | — | — | — | — | |
| 4.07% | Equity | Materials | — | — | — | — | |
| 3.47% | Equity | Information Technology | — | — | — | — | |
| 3.44% | Equity | Information Technology | — | — | — | — | |
| 3.39% | Equity | Information Technology | — | — | — | — | |
| 3.18% | Equity | Information Technology | — | — | — | — |
