Portfolio Bldg Blck Wld Phrm &BtchIdxETF

PBPH

Portfolio

Oct 4, 2026
  • Stock99.76%
  • Cash0.24%

Morningstar style box

Oct 4, 2026

Current style: Large Value

Large
Mid
Small
46%
24%
17%
4%
3%
5%
0%
1%
0%
ValueBlendGrowth
Weight %50+25-4910-240-9

Top Holdings

Oct 4, 2026
Top 10 Holdings Weight: 63.5%
Top Holdings · Last Updated: Oct 4, 2026
Name/codeWeightTypeIndustryStylePriceChange %Market Cap
15.46%EquityHealth CareLarge Growth———
9.89%EquityHealth CareLarge Blend———
7.44%EquityHealth CareLarge Value———
5.71%EquityHealth CareLarge Blend———
4.74%EquityHealth CareLarge Blend———
4.54%EquityHealth CareLarge Blend———
4.29%EquityHealth CareLarge Blend———
8
Novartis AG Registered Shares
Novartis AG Registered Shares
4.09%——————
3.93%EquityHealth CareLarge Blend———
3.47%EquityHealth CareLarge Value———