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Portfolio
Oct 6, 2026- Stock99.70%
- Cash0.30%
- Stock
- 99.70%
- Cash
- 0.30%
Morningstar style box
Oct 6, 2026Current style: Large Value
Large
Mid
Small
50%
32%
5%
5%
8%
0%
0%
0%
0%
ValueBlendGrowth
Weight %50+25-4910-240-9
Top Holdings
Oct 6, 2026Top 10 Holdings Weight: 55.4%
| Name/code | Weight | Type | Industry | Style | Price | Change % | Market Cap |
|---|---|---|---|---|---|---|---|
| 10.32% | Equity | Financials | Large Blend | — | — | — | |
| 9.93% | Equity | Industrials | Large Blend | — | — | — | |
| 6.09% | Equity | Information Technology | Large Blend | — | — | — | |
| 4.63% | Equity | Health Care | Large Blend | — | — | — | |
| 4.33% | Equity | Health Care | Large Value | — | — | — | |
| 4.26% | Equity | Financials | Large Blend | — | — | — | |
| 4.15% | Equity | Financials | Large Value | — | — | — | |
| 4.00% | Equity | Communication Services | Large Growth | — | — | — | |
| 3.84% | Equity | Information Technology | Large Blend | — | — | — | |
| 3.81% | Equity | Financials | Large Value | — | — | — |










