Portfolio
Sep 3, 2026- Stock98.35%
- Cash1.65%
Morningstar style box
Sep 3, 2026Current style: Large Blend
Large
Mid
Small
20%
38%
20%
7%
9%
6%
0%
1%
0%
ValueBlendGrowth
Weight %50+25-4910-240-9
Top Holdings
Sep 3, 2026Top 10 Holdings Weight: 40.5%
| Name/code | Weight | Type | Industry | Style | Price | Change % | Market Cap |
|---|---|---|---|---|---|---|---|
| 8.46% | Equity | Information Technology | Large Growth | — | — | — | |
| 7.43% | Equity | Information Technology | Large Blend | — | — | — | |
| 5.92% | Equity | Information Technology | Large Blend | — | — | — | |
| 4.07% | Equity | Consumer Discretionary | Large Blend | — | — | — | |
| 3.20% | Equity | Communication Services | Large Growth | — | — | — | |
| 2.71% | Equity | Information Technology | Large Growth | — | — | — | |
| 2.70% | Equity | Communication Services | Large Growth | — | — | — | |
8  Call On S&P 500 Mar27 | 2.17% | — | — | — | — | — | — |
| 2.03% | Equity | Communication Services | Large Growth | — | — | — | |
| 1.86% | Equity | Consumer Discretionary | Large Blend | — | — | — |
