----
Portfolio
Oct 20, 2026- Stock100.01%
- Cash0.00%
- Stock
- 100.01%
- Cash
- 0.00%
Morningstar style box
Oct 20, 2026Current style: Mid Value
Large
Mid
Small
47%
0%
4%
0%
26%
15%
1%
6%
1%
ValueBlendGrowth
Weight %50+25-4910-240-9
Top Holdings
Oct 20, 2026Top 10 Holdings Weight: 74.2%
| Name/code | Weight | Type | Industry | Style | Price | Change % | Market Cap |
|---|---|---|---|---|---|---|---|
| 17.84% | Equity | Financials | Large Blend | — | — | — | |
| 14.91% | Equity | Financials | Large Value | — | — | — | |
| 8.82% | Equity | Financials | Large Blend | — | — | — | |
| 5.25% | Equity | Financials | Large Value | — | — | — | |
| 5.12% | Equity | Financials | Large Blend | — | — | — | |
| 4.95% | Equity | Financials | Large Value | — | — | — | |
| 4.90% | Equity | Financials | Large Blend | — | — | — | |
| 4.17% | Equity | Financials | Large Value | — | — | — | |
| 4.16% | Equity | Financials | Large Growth | — | — | — | |
| 4.06% | Equity | Financials | Large Blend | — | — | — |










