Portfolio
Aug 26, 2026- Stock99.75%
- Cash0.23%
- Preferred0.03%
Morningstar style box
Aug 26, 2026Current style: Large Blend
Large
Mid
Small
24%
36%
32%
3%
3%
2%
0%
0%
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ValueBlendGrowth
Weight %50+25-4910-240-9
Top Holdings
Aug 26, 2026Top 10 Holdings Weight: 37.4%
| Name/code | Weight | Type | Industry | Style | Price | Change % | Market Cap |
|---|---|---|---|---|---|---|---|
1  Taiwan Semiconductor Manufacturing Co Ltd | 15.14% | — | — | — | — | — | — |
2 Samsung Electronics Co Ltd | 7.15% | — | — | — | — | — | — |
3 SK hynix Inc | 5.45% | — | — | — | — | — | — |
| 2.83% | Equity | Communication Services | Large Blend | — | — | — | |
| 2.02% | Equity | Consumer Discretionary | Large Value | — | — | — | |
6 MediaTek Inc | 1.45% | — | — | — | — | — | — |
7 Samsung Electronics Co Ltd Participating Preferred | 0.93% | — | — | — | — | — | — |
8 Delta Electronics Inc | 0.87% | — | — | — | — | — | — |
| 0.80% | Equity | Financials | Large Value | — | — | — | |
10 Hon Hai Precision Industry Co Ltd | 0.77% | — | — | — | — | — | — |
