Portfolio
Sep 3, 2026- Stock100.01%
- Cash0.00%
Morningstar style box
Sep 3, 2026Current style: Large Growth
Large
Mid
Small
11%
44%
34%
3%
4%
5%
0%
0%
0%
ValueBlendGrowth
Weight %50+25-4910-240-9
Top Holdings
Sep 3, 2026Top 10 Holdings Weight: 46.7%
| Name/code | Weight | Type | Industry | Style | Price | Change % | Market Cap |
|---|---|---|---|---|---|---|---|
| 8.77% | Equity | Information Technology | Large Growth | — | — | — | |
| 7.64% | Equity | Information Technology | Large Blend | — | — | — | |
| 6.01% | Equity | Information Technology | Large Blend | — | — | — | |
| 4.73% | Equity | Information Technology | Large Growth | — | — | — | |
| 4.41% | Equity | Consumer Discretionary | Large Blend | — | — | — | |
| 3.25% | Equity | Information Technology | Large Growth | — | — | — | |
| 3.16% | Equity | Communication Services | Large Growth | — | — | — | |
| 2.96% | Equity | Consumer Discretionary | Large Blend | — | — | — | |
| 2.93% | Equity | Communication Services | Large Growth | — | — | — | |
| 2.86% | Equity | Communication Services | Large Growth | — | — | — |
