Portfolio
Aug 28, 2026- Stock99.19%
- Cash0.81%
Morningstar style box
Aug 28, 2026Current style: Mid Blend
Large
Mid
Small
0%
0%
1%
20%
31%
20%
8%
14%
7%
ValueBlendGrowth
Weight %50+25-4910-240-9
Top Holdings
Aug 28, 2026Top 10 Holdings Weight: 5.6%
| Name/code | Weight | Type | Industry | Style | Price | Change % | Market Cap |
|---|---|---|---|---|---|---|---|
1  Morgan Stanley Instl Lqudty Govt Instl | 0.74% | — | — | — | — | — | — |
| 0.62% | Equity | Consumer Staples | Large Value | — | — | — | |
| 0.59% | Equity | Information Technology | Large Blend | — | — | — | |
| 0.59% | Equity | Financials | Large Blend | — | — | — | |
| 0.56% | Equity | Industrials | Large Value | — | — | — | |
6 AvalonBay Communities Inc | 0.51% | — | — | — | — | — | — |
7 Realty Income Corp | 0.50% | — | — | — | — | — | — |
| 0.50% | Equity | Health Care | Large Blend | — | — | — | |
| 0.50% | Equity | Utilities | Large Value | — | — | — | |
| 0.49% | Equity | Materials | Large Blend | — | — | — |
