Portfolio
Sep 1, 2026- Stock99.75%
- Cash0.25%
Morningstar style box
Sep 1, 2026Current style: Small Blend
Large
Mid
Small
0%
0%
0%
0%
0%
0%
37%
41%
21%
ValueBlendGrowth
Weight %50+25-4910-240-9
Top Holdings
Sep 1, 2026Top 10 Holdings Weight: 6.9%
| Name/code | Weight | Type | Industry | Style | Price | Change % | Market Cap |
|---|---|---|---|---|---|---|---|
1  BlackRock Cash Funds Treasury SL Agency | 2.04% | — | — | — | — | — | — |
| 0.61% | Equity | Health Care | Mid Blend | — | — | — | |
| 0.59% | Equity | Health Care | Mid Growth | — | — | — | |
| 0.57% | Equity | Consumer Discretionary | Large Blend | — | — | — | |
| 0.56% | Equity | Industrials | Mid Blend | — | — | — | |
| 0.55% | Equity | Communication Services | Mid Value | — | — | — | |
| 0.52% | Equity | Financials | Large Blend | — | — | — | |
| 0.51% | Equity | Information Technology | Mid Blend | — | — | — | |
| 0.50% | Equity | Health Care | Mid Growth | — | — | — | |
| 0.49% | Equity | Energy | Mid Blend | — | — | — |
