Portfolio
Sep 17, 2026- Stock99.77%
- Cash1.15%
- Other0.00%
Morningstar style box
Sep 21, 2026Current style: Large Value
Large
Mid
Small
35%
25%
11%
17%
5%
0%
5%
1%
0%
ValueBlendGrowth
Weight %50+25-4910-240-9
Top Holdings
Sep 17, 2026Top 10 Holdings Weight: 36.9%
| Name/code | Weight | Type | Industry | Style | Price | Change % | Market Cap |
|---|---|---|---|---|---|---|---|
| 7.54% | Equity | Information Technology | Large Growth | — | — | — | |
| 6.87% | Equity | Information Technology | Large Blend | — | — | — | |
| 5.34% | Equity | Information Technology | Large Blend | — | — | — | |
| 3.83% | Equity | Information Technology | Large Blend | — | — | — | |
| 2.93% | Equity | Information Technology | Large Growth | — | — | — | |
| 2.80% | Equity | Financials | Large Value | — | — | — | |
| 1.98% | Equity | Consumer Staples | Large Blend | — | — | — | |
| 1.97% | Equity | Communication Services | Large Growth | — | — | — | |
| 1.86% | Equity | Financials | Large Value | — | — | — | |
| 1.80% | Equity | Consumer Discretionary | Large Blend | — | — | — |
