Portfolio
Aug 23, 2026- Stock90.14%
- Other9.60%
- Cash0.26%
Morningstar style box
Aug 23, 2026Current style: Large Growth
Large
Mid
Small
4%
5%
37%
0%
2%
41%
0%
4%
7%
ValueBlendGrowth
Weight %50+25-4910-240-9
Top Holdings
Aug 23, 2026Top 10 Holdings Weight: 55.5%
| Name/code | Weight | Type | Industry | Style | Price | Change % | Market Cap |
|---|---|---|---|---|---|---|---|
| 9.01% | Equity | Information Technology | Large Growth | — | — | — | |
2  Ark Bitcoin Etf Holdco (Arkf) | 6.47% | — | — | — | — | — | — |
| 6.30% | Equity | Financials | Mid Blend | — | — | — | |
| 5.98% | Equity | Information Technology | Mid Growth | — | — | — | |
| 5.65% | Equity | Financials | Large Value | — | — | — | |
| 5.28% | Equity | Financials | Large Growth | — | — | — | |
| 5.03% | Equity | Financials | Large Growth | — | — | — | |
| 4.67% | Equity | Information Technology | Large Growth | — | — | — | |
| 3.90% | Equity | Consumer Discretionary | Large Blend | — | — | — | |
| 3.20% | Equity | Consumer Discretionary | Large Growth | — | — | — |
