Portfolio
Aug 25, 2026- Stock99.35%
- Cash0.63%
- Other0.03%
Morningstar style box
Aug 25, 2026Current style: Large Blend
Large
Mid
Small
26%
27%
34%
0%
8%
5%
0%
0%
0%
ValueBlendGrowth
Weight %50+25-4910-240-9
Top Holdings
Aug 25, 2026Top 10 Holdings Weight: 58.8%
| Name/code | Weight | Type | Industry | Style | Price | Change % | Market Cap |
|---|---|---|---|---|---|---|---|
| 9.16% | Equity | Information Technology | Large Growth | — | — | — | |
| 7.80% | Equity | Communication Services | Large Growth | — | — | — | |
| 6.02% | Equity | Financials | Large Blend | — | — | — | |
| 5.73% | Equity | Information Technology | Large Blend | — | — | — | |
| 5.62% | Equity | Information Technology | Large Growth | — | — | — | |
| 5.54% | Equity | Financials | Large Blend | — | — | — | |
| 5.35% | Equity | Consumer Discretionary | Large Blend | — | — | — | |
| 4.65% | Equity | Consumer Discretionary | Large Blend | — | — | — | |
| 4.64% | Equity | Consumer Staples | Large Blend | — | — | — | |
| 4.35% | Equity | Financials | Large Blend | — | — | — |
