Portfolio
Aug 20, 2026- Stock99.31%
- Cash0.69%
Morningstar style box
Aug 20, 2026Current style: Large Blend
Large
Mid
Small
29%
29%
24%
5%
8%
4%
0%
0%
0%
ValueBlendGrowth
Weight %50+25-4910-240-9
Top Holdings
Aug 20, 2026Top 10 Holdings Weight: 41.6%
| Name/code | Weight | Type | Industry | Style | Price | Change % | Market Cap |
|---|---|---|---|---|---|---|---|
| 5.88% | Equity | Information Technology | Large Blend | — | — | — | |
| 5.05% | Equity | Information Technology | Large Growth | — | — | — | |
| 5.03% | Equity | Information Technology | Large Blend | — | — | — | |
| 4.51% | Equity | Information Technology | Large Growth | — | — | — | |
| 4.48% | Equity | Information Technology | Large Growth | — | — | — | |
| 3.86% | Equity | Financials | Large Value | — | — | — | |
| 3.61% | Equity | Health Care | Large Growth | — | — | — | |
| 3.50% | Equity | Consumer Discretionary | Large Blend | — | — | — | |
| 2.85% | Equity | Financials | Large Value | — | — | — | |
| 2.81% | Equity | Energy | Large Value | — | — | — |
