43.6300.11% ( -0.050 )
Closed: Oct 8, 16:00:00 (EDT)Portfolio
Sep 30, 2026- Stock99.67%
- Cash0.33%
- Stock
- 99.67%
- Cash
- 0.33%
Morningstar style box
Sep 30, 2026Current style: Large Blend
Large
Mid
Small
23%
44%
16%
6%
4%
3%
1%
3%
0%
ValueBlendGrowth
Weight %50+25-4910-240-9
Top Holdings
Sep 30, 2026Top 10 Holdings Weight: 46.1%
| Name/code | Weight | Type | Industry | Style | Price | Change % | Market Cap |
|---|---|---|---|---|---|---|---|
| 7.88% | Equity | Information Technology | Large Blend | — | — | — | |
| 4.93% | Equity | Communication Services | Large Growth | — | — | — | |
| 4.78% | Equity | Information Technology | Large Blend | — | — | — | |
| 4.77% | Equity | Communication Services | Large Growth | — | — | — | |
| 4.52% | Equity | Health Care | Large Blend | — | — | — | |
| 4.37% | Equity | Health Care | Large Blend | — | — | — | |
| 4.18% | Equity | Information Technology | Large Growth | — | — | — | |
| 3.64% | Equity | Information Technology | Large Blend | — | — | — | |
| 3.54% | Equity | Information Technology | Large Growth | — | — | — | |
| 3.47% | Equity | Consumer Discretionary | Large Blend | — | — | — |










