Portfolio
Sep 18, 2026- Stock99.78%
- Cash0.20%
- Preferred0.02%
Morningstar style box
Sep 18, 2026Current style: Large Blend
Large
Mid
Small
23%
32%
28%
5%
5%
5%
1%
1%
1%
ValueBlendGrowth
Weight %50+25-4910-240-9
Top Holdings
Sep 18, 2026Top 10 Holdings Weight: 33.7%
| Name/code | Weight | Type | Industry | Style | Price | Change % | Market Cap |
|---|---|---|---|---|---|---|---|
1  Taiwan Semiconductor Manufacturing Co Ltd | 13.60% | — | — | — | — | — | — |
2 Samsung Electronics Co Ltd | 6.30% | — | — | — | — | — | — |
3 SK hynix Inc | 5.29% | — | — | — | — | — | — |
| 2.34% | Equity | Communication Services | Large Blend | — | — | — | |
| 1.67% | Equity | Consumer Discretionary | Large Value | — | — | — | |
6 MediaTek Inc | 1.53% | — | — | — | — | — | — |
7 Samsung Electronics Co Ltd Participating Preferred | 0.81% | — | — | — | — | — | — |
8 Delta Electronics Inc | 0.76% | — | — | — | — | — | — |
| 0.73% | Equity | Financials | Large Value | — | — | — | |
10 Hon Hai Precision Industry Co Ltd | 0.69% | — | — | — | — | — | — |
