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Portfolio
Jun 30, 2026- Stock99.75%
- Cash0.25%
- Stock
- 99.75%
- Cash
- 0.25%
Morningstar style box
Jun 30, 2026Current style: Large Value
Large
Mid
Small
34%
51%
10%
1%
1%
3%
0%
0%
0%
ValueBlendGrowth
Weight %50+25-4910-240-9
Top Holdings
Jun 30, 2026Top 10 Holdings Weight: 70.5%
| Name/code | Weight | Type | Industry | Style | Price | Change % | Market Cap |
|---|---|---|---|---|---|---|---|
| 10.12% | Equity | Information Technology | Large Blend | — | — | — | |
| 9.51% | Equity | Communication Services | Large Value | — | — | — | |
| 8.28% | Equity | Communication Services | Large Value | — | — | — | |
| 7.44% | Equity | Consumer Discretionary | Large Value | — | — | — | |
| 6.95% | Equity | Consumer Discretionary | Large Value | — | — | — | |
| 6.78% | Equity | Information Technology | Large Value | — | — | — | |
| 6.58% | Equity | Consumer Discretionary | Large Value | — | — | — | |
| 5.12% | Equity | Information Technology | Mid Growth | — | — | — | |
| 4.95% | Equity | Communication Services | Large Value | — | — | — | |
| 4.72% | Equity | Consumer Discretionary | Large Value | — | — | — |










