51.4280.33% ( +0.169 )
Closed: Nov 13, 16:00:00 (EDT)Composition
Portfolio
Nov 12, 2026- Stock99.35%
- Cash0.34%
- Other0.31%
- Preferred0.00%
- Bond0.00%
- Stock
- 99.35%
- Cash
- 0.34%
- Other
- 0.31%
- Preferred
- 0.00%
- Bond
- 0.00%
Morningstar style box
Nov 12, 2026Current style: Large Blend
Large
Mid
Small
27%
34%
15%
4%
10%
5%
2%
2%
2%
ValueBlendGrowth
Weight %50+25-4910-240-9
Top Holdings
Nov 12, 2026Top 10 Holdings Weight: 17.7%
| Name/code | Weight | Type | Industry | Style | Price | Change % | Market Cap |
|---|---|---|---|---|---|---|---|
1 ![]() iShares Core S&P 500 ETF | 3.31% | — | — | — | — | — | — |
2 ![]() State Street® SPDR® S&P 500® ETF | 2.50% | — | — | — | — | — | — |
| 2.21% | Equity | Information Technology | Large Blend | — | — | — | |
| 1.96% | Equity | Information Technology | Large Blend | — | — | — | |
5 ![]() iShares MSCI Global Min Vol Factor ETF | 1.78% | — | — | — | — | — | — |
6 ![]() State Street® SPDR® S&P MIDCAP 400® ETF | 1.33% | — | — | — | — | — | — |
| 1.20% | Equity | Consumer Discretionary | Large Blend | — | — | — | |
8 ![]() Vanguard S&P 500 ETF | 1.13% | — | — | — | — | — | — |
9 ![]() Invesco S&P 500® Low Volatility ETF | 1.13% | — | — | — | — | — | — |
| 1.10% | Equity | Information Technology | Large Growth | — | — | — |





