Portfolio
Aug 21, 2026- Stock99.39%
- Cash0.61%
Morningstar style box
Aug 21, 2026Current style: Large Growth
Large
Mid
Small
17%
26%
39%
2%
4%
9%
0%
1%
1%
ValueBlendGrowth
Weight %50+25-4910-240-9
Top Holdings
Aug 21, 2026Top 10 Holdings Weight: 43.8%
| Name/code | Weight | Type | Industry | Style | Price | Change % | Market Cap |
|---|---|---|---|---|---|---|---|
| 8.13% | Equity | Information Technology | Large Growth | — | — | — | |
| 6.82% | Equity | Communication Services | Large Growth | — | — | — | |
| 6.25% | Equity | Information Technology | Large Blend | — | — | — | |
| 4.38% | Equity | Consumer Discretionary | Large Blend | — | — | — | |
| 3.50% | Equity | Communication Services | Large Blend | — | — | — | |
| 3.31% | Equity | Consumer Staples | Large Blend | — | — | — | |
| 3.09% | Equity | Information Technology | Large Growth | — | — | — | |
8  Welltower Inc | 3.03% | — | — | — | — | — | — |
| 3.01% | Equity | Health Care | Large Growth | — | — | — | |
| 2.31% | Equity | Information Technology | Large Growth | — | — | — |
