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Portfolio
Oct 7, 2026- Stock99.32%
- Cash0.68%
- Stock
- 99.32%
- Cash
- 0.68%
Morningstar style box
Oct 7, 2026Current style: Large Value
Large
Mid
Small
35%
21%
25%
6%
9%
4%
0%
1%
0%
ValueBlendGrowth
Weight %50+25-4910-240-9
Top Holdings
Oct 7, 2026Top 10 Holdings Weight: 42.7%
| Name/code | Weight | Type | Industry | Style | Price | Change % | Market Cap |
|---|---|---|---|---|---|---|---|
| 5.45% | Equity | Information Technology | Large Growth | — | — | — | |
| 5.33% | Equity | Information Technology | Large Growth | — | — | — | |
| 5.27% | Equity | Information Technology | Large Blend | — | — | — | |
| 5.12% | Equity | Information Technology | Large Growth | — | — | — | |
| 5.05% | Equity | Information Technology | Large Blend | — | — | — | |
| 3.88% | Equity | Financials | Large Value | — | — | — | |
| 3.73% | Equity | Health Care | Large Growth | — | — | — | |
| 3.16% | Equity | Financials | Large Value | — | — | — | |
| 2.99% | Equity | Energy | Large Value | — | — | — | |
| 2.76% | Equity | Health Care | Large Blend | — | — | — |










