Portfolio
Aug 28, 2026- Stock99.95%
- Cash0.05%
Morningstar style box
Aug 28, 2026Current style: Large Value
Large
Mid
Small
36%
31%
16%
5%
7%
3%
1%
1%
0%
ValueBlendGrowth
Weight %50+25-4910-240-9
Top Holdings
Aug 28, 2026Top 10 Holdings Weight: 38.1%
| Name/code | Weight | Type | Industry | Style | Price | Change % | Market Cap |
|---|---|---|---|---|---|---|---|
| 8.31% | Equity | Information Technology | Large Growth | — | — | — | |
| 7.61% | Equity | Information Technology | Large Blend | — | — | — | |
| 4.11% | Equity | Information Technology | Large Blend | — | — | — | |
| 3.06% | Equity | Consumer Staples | Large Blend | — | — | — | |
| 2.93% | Equity | Communication Services | Large Growth | — | — | — | |
| 2.66% | Equity | Health Care | Large Value | — | — | — | |
| 2.53% | Equity | Consumer Discretionary | Large Blend | — | — | — | |
| 2.38% | Equity | Health Care | Large Blend | — | — | — | |
| 2.32% | Equity | Information Technology | Large Blend | — | — | — | |
| 2.20% | Equity | Information Technology | Large Growth | — | — | — |
