Portfolio
Sep 11, 2026- Stock99.70%
- Cash0.30%
Morningstar style box
Sep 11, 2026Current style: Large Blend
Large
Mid
Small
23%
36%
21%
6%
9%
4%
0%
1%
0%
ValueBlendGrowth
Weight %50+25-4910-240-9
Top Holdings
Sep 11, 2026Top 10 Holdings Weight: 38.1%
| Name/code | Weight | Type | Industry | Style | Price | Change % | Market Cap |
|---|---|---|---|---|---|---|---|
| 8.00% | Equity | Information Technology | Large Growth | — | — | — | |
| 7.39% | Equity | Information Technology | Large Blend | — | — | — | |
| 5.57% | Equity | Information Technology | Large Blend | — | — | — | |
| 3.80% | Equity | Consumer Discretionary | Large Blend | — | — | — | |
| 3.00% | Equity | Communication Services | Large Growth | — | — | — | |
| 2.59% | Equity | Information Technology | Large Growth | — | — | — | |
| 2.40% | Equity | Communication Services | Large Growth | — | — | — | |
| 2.15% | Equity | Communication Services | Large Growth | — | — | — | |
| 1.66% | Equity | Information Technology | Large Growth | — | — | — | |
| 1.56% | Equity | Consumer Discretionary | Large Blend | — | — | — |
