Portfolio
Aug 26, 2026- Stock80.50%
- Cash19.50%
Morningstar style box
Aug 26, 2026Current style: Large Value
Large
Mid
Small
47%
11%
4%
13%
13%
2%
7%
4%
0%
ValueBlendGrowth
Weight %50+25-4910-240-9
Top Holdings
Aug 26, 2026Top 10 Holdings Weight: 39.2%
| Name/code | Weight | Type | Industry | Style | Price | Change % | Market Cap |
|---|---|---|---|---|---|---|---|
1  Columbia Short-Term Cash | 19.50% | — | — | — | — | — | — |
| 2.85% | Equity | Energy | Large Value | — | — | — | |
| 2.66% | Equity | Financials | Large Value | — | — | — | |
| 2.44% | Equity | Health Care | Large Blend | — | — | — | |
| 2.37% | Equity | Information Technology | Large Blend | — | — | — | |
| 2.04% | Equity | Financials | Large Blend | — | — | — | |
| 1.90% | Equity | Health Care | Large Blend | — | — | — | |
| 1.85% | Equity | Health Care | Large Value | — | — | — | |
| 1.82% | Equity | Consumer Staples | Large Value | — | — | — | |
| 1.76% | Equity | Energy | Large Value | — | — | — |
