Portfolio
Sep 15, 2026- Stock99.24%
- Cash0.76%
Morningstar style box
Sep 15, 2026Current style: Large Blend
Large
Mid
Small
30%
33%
19%
6%
8%
3%
0%
0%
0%
ValueBlendGrowth
Weight %50+25-4910-240-9
Top Holdings
Sep 15, 2026Top 10 Holdings Weight: 41.6%
| Name/code | Weight | Type | Industry | Style | Price | Change % | Market Cap |
|---|---|---|---|---|---|---|---|
| 6.14% | Equity | Information Technology | Large Blend | — | — | — | |
| 5.40% | Equity | Information Technology | Large Blend | — | — | — | |
| 4.98% | Equity | Information Technology | Large Growth | — | — | — | |
| 4.31% | Equity | Information Technology | Large Growth | — | — | — | |
| 4.24% | Equity | Information Technology | Large Growth | — | — | — | |
| 3.90% | Equity | Financials | Large Value | — | — | — | |
| 3.37% | Equity | Consumer Discretionary | Large Blend | — | — | — | |
| 3.32% | Equity | Health Care | Large Growth | — | — | — | |
| 2.99% | Equity | Financials | Large Value | — | — | — | |
| 2.89% | Equity | Energy | Large Value | — | — | — |
