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Portfolio
Oct 20, 2026- Stock99.60%
- Cash0.40%
- Stock
- 99.60%
- Cash
- 0.40%
Morningstar style box
Oct 21, 2026Current style: Small Blend
Large
Mid
Small
0%
2%
1%
1%
4%
5%
35%
36%
16%
ValueBlendGrowth
Weight %50+25-4910-240-9
Top Holdings
Oct 20, 2026Top 10 Holdings Weight: 9.9%
| Name/code | Weight | Type | Industry | Style | Price | Change % | Market Cap |
|---|---|---|---|---|---|---|---|
| 1.28% | Equity | Information Technology | Mid Value | — | — | — | |
| 1.06% | Equity | Financials | Large Value | — | — | — | |
| 1.06% | Equity | Consumer Discretionary | Large Blend | — | — | — | |
| 0.99% | Equity | Information Technology | Mid Value | — | — | — | |
| 0.96% | Equity | Financials | Mid Value | — | — | — | |
| 0.93% | Equity | Financials | Large Value | — | — | — | |
| 0.92% | Equity | Consumer Staples | Large Value | — | — | — | |
8 ![]() Ryman Hospitality Properties Inc | 0.92% | — | — | — | — | — | — |
| 0.89% | Equity | Health Care | Large Value | — | — | — | |
| 0.89% | Equity | Financials | Mid Value | — | — | — |










