Portfolio
Sep 18, 2026- Stock98.64%
- Cash1.36%
Morningstar style box
Sep 19, 2026Current style: Large Blend
Large
Mid
Small
33%
33%
21%
4%
6%
3%
0%
0%
0%
ValueBlendGrowth
Weight %50+25-4910-240-9
Top Holdings
Sep 18, 2026Top 10 Holdings Weight: 42.1%
| Name/code | Weight | Type | Industry | Style | Price | Change % | Market Cap |
|---|---|---|---|---|---|---|---|
| 7.60% | Equity | Information Technology | Large Blend | — | — | — | |
| 6.56% | Equity | Information Technology | Large Growth | — | — | — | |
| 5.07% | Equity | Communication Services | Large Growth | — | — | — | |
| 4.61% | Equity | Information Technology | Large Growth | — | — | — | |
| 3.73% | Equity | Communication Services | Large Growth | — | — | — | |
| 3.35% | Equity | Information Technology | Large Growth | — | — | — | |
| 3.01% | Equity | Industrials | Large Blend | — | — | — | |
| 2.92% | Equity | Industrials | Large Growth | — | — | — | |
| 2.64% | Equity | Consumer Discretionary | Large Blend | — | — | — | |
| 2.63% | Equity | Information Technology | Large Blend | — | — | — |
