Portfolio
May 31, 2026- Stock96.00%
- Cash4.00%
- Other0.00%
- Preferred0.00%
Morningstar style box
May 31, 2026Current style: Large Growth
Large
Mid
Small
5%
27%
48%
2%
8%
7%
1%
1%
2%
ValueBlendGrowth
Weight %50+25-4910-240-9
Top Holdings
May 31, 2026Top 10 Holdings Weight: 56.4%
| Name/code | Weight | Type | Industry | Style | Price | Change % | Market Cap |
|---|---|---|---|---|---|---|---|
| 9.28% | Equity | Consumer Discretionary | Large Growth | — | — | — | |
| 8.92% | Equity | Communication Services | Large Blend | — | — | — | |
| 5.87% | Equity | Information Technology | Large Growth | — | — | — | |
4  ASML Holding NV | 5.39% | — | — | — | — | — | — |
| 4.84% | Equity | Information Technology | Large Growth | — | — | — | |
6 iShares Core MSCI Emerging Markets ETF | 4.66% | — | — | — | — | — | — |
7 Vanguard FTSE All-Wld ex-US ETF | 4.58% | — | — | — | — | — | — |
| 4.50% | Equity | Financials | Large Growth | — | — | — | |
9 Adyen NV | 4.41% | — | — | — | — | — | — |
10  SeaUSSE | 3.98% | Equity | Consumer Discretionary | Large Growth | — | — | — |
