Portfolio
Sep 21, 2026- Stock100.05%
- Cash0.00%
Morningstar style box
Sep 21, 2026Current style: Large Value
Large
Mid
Small
45%
22%
16%
3%
11%
2%
1%
0%
0%
ValueBlendGrowth
Weight %50+25-4910-240-9
Top Holdings
Sep 21, 2026Top 10 Holdings Weight: 47.2%
| Name/code | Weight | Type | Industry | Style | Price | Change % | Market Cap |
|---|---|---|---|---|---|---|---|
| 5.54% | Equity | Information Technology | Large Blend | — | — | — | |
| 5.51% | Equity | Health Care | Large Blend | — | — | — | |
| 5.16% | Equity | Health Care | Large Value | — | — | — | |
| 4.98% | Equity | Information Technology | Large Growth | — | — | — | |
| 4.76% | Equity | Consumer Discretionary | Large Blend | — | — | — | |
| 4.52% | Equity | Health Care | Large Growth | — | — | — | |
| 4.40% | Equity | Information Technology | Large Growth | — | — | — | |
| 4.12% | Equity | Information Technology | Large Blend | — | — | — | |
| 4.09% | Equity | Consumer Discretionary | Large Blend | — | — | — | |
| 4.08% | Equity | Health Care | Large Value | — | — | — |
