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Portfolio
Oct 23, 2026- Stock96.30%
- Cash3.70%
- Stock
- 96.30%
- Cash
- 3.70%
Morningstar style box
Oct 23, 2026Current style: Large Value
Large
Mid
Small
33%
32%
21%
4%
7%
2%
0%
0%
0%
ValueBlendGrowth
Weight %50+25-4910-240-9
Top Holdings
Oct 23, 2026Top 10 Holdings Weight: 39.7%
| Name/code | Weight | Type | Industry | Style | Price | Change % | Market Cap |
|---|---|---|---|---|---|---|---|
| 8.03% | Equity | Information Technology | Large Blend | — | — | — | |
| 6.48% | Equity | Information Technology | Large Growth | — | — | — | |
| 4.25% | Equity | Information Technology | Large Growth | — | — | — | |
| 3.51% | Equity | Communication Services | Large Growth | — | — | — | |
| 3.46% | Equity | Communication Services | Large Growth | — | — | — | |
| 3.09% | Equity | Industrials | Large Blend | — | — | — | |
| 2.86% | Equity | Information Technology | Large Growth | — | — | — | |
| 2.76% | Equity | Industrials | Large Blend | — | — | — | |
| 2.74% | Equity | Communication Services | Large Value | — | — | — | |
| 2.53% | Equity | Information Technology | Large Blend | — | — | — |










