Portfolio
Sep 10, 2026- Stock99.64%
- Cash0.25%
- Other0.11%
Morningstar style box
Sep 10, 2026Current style: Large Blend
Large
Mid
Small
7%
39%
14%
13%
14%
9%
0%
3%
0%
ValueBlendGrowth
Weight %50+25-4910-240-9
Top Holdings
Sep 10, 2026Top 10 Holdings Weight: 43.9%
| Name/code | Weight | Type | Industry | Style | Price | Change % | Market Cap |
|---|---|---|---|---|---|---|---|
| 6.13% | Equity | Information Technology | Large Blend | — | — | — | |
| 5.22% | Equity | Communication Services | Large Blend | — | — | — | |
| 4.97% | Equity | Financials | Large Value | — | — | — | |
| 4.54% | Equity | Industrials | Large Blend | — | — | — | |
| 4.37% | Equity | Information Technology | Large Growth | — | — | — | |
| 4.36% | Equity | Financials | Large Blend | — | — | — | |
| 4.19% | Equity | Consumer Staples | Large Value | — | — | — | |
| 3.57% | Equity | Health Care | Large Value | — | — | — | |
| 3.31% | Equity | Information Technology | Large Blend | — | — | — | |
| 3.22% | Equity | Communication Services | Large Growth | — | — | — |
