----
Portfolio
Oct 8, 2026- Stock99.74%
- Cash0.26%
- Stock
- 99.74%
- Cash
- 0.26%
Morningstar style box
Oct 8, 2026Current style: Large Blend
Large
Mid
Small
20%
31%
23%
6%
9%
5%
2%
2%
1%
ValueBlendGrowth
Weight %50+25-4910-240-9
Top Holdings
Oct 8, 2026Top 10 Holdings Weight: 36.3%
| Name/code | Weight | Type | Industry | Style | Price | Change % | Market Cap |
|---|---|---|---|---|---|---|---|
| 7.75% | Equity | Information Technology | Large Growth | — | — | — | |
| 6.91% | Equity | Information Technology | Large Blend | — | — | — | |
| 5.40% | Equity | Information Technology | Large Blend | — | — | — | |
| 3.47% | Equity | Consumer Discretionary | Large Blend | — | — | — | |
| 2.84% | Equity | Communication Services | Large Growth | — | — | — | |
| 2.38% | Equity | Information Technology | Large Growth | — | — | — | |
| 2.28% | Equity | Communication Services | Large Growth | — | — | — | |
| 2.21% | Equity | Communication Services | Large Growth | — | — | — | |
| 1.63% | Equity | Information Technology | Large Growth | — | — | — | |
| 1.47% | Equity | Consumer Discretionary | Large Blend | — | — | — |










