Portfolio
Sep 10, 2026- Stock99.05%
- Cash0.65%
- Other0.29%
- Bond0.00%
- Preferred0.00%
Morningstar style box
Sep 10, 2026Current style: Large Blend
Large
Mid
Small
28%
33%
16%
4%
8%
6%
2%
2%
1%
ValueBlendGrowth
Weight %50+25-4910-240-9
Top Holdings
Sep 10, 2026Top 10 Holdings Weight: 17.6%
| Name/code | Weight | Type | Industry | Style | Price | Change % | Market Cap |
|---|---|---|---|---|---|---|---|
1  iShares Core S&P 500 ETF | 3.33% | — | — | — | — | — | — |
2 State Street® SPDR® S&P 500® ETF | 2.52% | — | — | — | — | — | — |
| 2.05% | Equity | Information Technology | Large Blend | — | — | — | |
| 1.85% | Equity | Information Technology | Large Blend | — | — | — | |
5 iShares MSCI Global Min Vol Factor ETF | 1.71% | — | — | — | — | — | — |
| 1.45% | Equity | Information Technology | Large Growth | — | — | — | |
7 State Street® SPDR® S&P MIDCAP 400® ETF | 1.33% | — | — | — | — | — | — |
| 1.14% | Equity | Consumer Discretionary | Large Blend | — | — | — | |
9 Vanguard S&P 500 ETF | 1.14% | — | — | — | — | — | — |
| 1.10% | Equity | Communication Services | Large Growth | — | — | — |
