Portfolio
Aug 25, 2026- Stock97.45%
- Cash2.55%
Morningstar style box
Aug 26, 2026Current style: Large Blend
Large
Mid
Small
23%
25%
26%
3%
8%
10%
2%
0%
3%
ValueBlendGrowth
Weight %50+25-4910-240-9
Top Holdings
Aug 25, 2026Top 10 Holdings Weight: 46.6%
| Name/code | Weight | Type | Industry | Style | Price | Change % | Market Cap |
|---|---|---|---|---|---|---|---|
| 8.43% | Equity | Information Technology | Large Blend | — | — | — | |
| 6.96% | Equity | Communication Services | Large Growth | — | — | — | |
| 6.19% | Equity | Consumer Discretionary | Large Blend | — | — | — | |
| 4.77% | Equity | Information Technology | Large Growth | — | — | — | |
| 4.23% | Equity | Financials | Large Value | — | — | — | |
| 4.22% | Equity | Information Technology | Large Growth | — | — | — | |
| 3.24% | Equity | Consumer Staples | Large Blend | — | — | — | |
| 3.04% | Equity | Health Care | Large Growth | — | — | — | |
| 2.93% | Equity | Information Technology | Large Growth | — | — | — | |
| 2.57% | Equity | Financials | Large Value | — | — | — |
