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Portfolio
Oct 7, 2026- Stock99.98%
- Cash0.02%
- Stock
- 99.98%
- Cash
- 0.02%
Morningstar style box
Oct 7, 2026Current style: Large Growth
Large
Mid
Small
8%
36%
43%
2%
4%
6%
0%
0%
0%
ValueBlendGrowth
Weight %50+25-4910-240-9
Top Holdings
Oct 7, 2026Top 10 Holdings Weight: 52.9%
| Name/code | Weight | Type | Industry | Style | Price | Change % | Market Cap |
|---|---|---|---|---|---|---|---|
| 9.01% | Equity | Information Technology | Large Growth | — | — | — | |
| 7.74% | Equity | Information Technology | Large Blend | — | — | — | |
| 6.19% | Equity | Information Technology | Large Blend | — | — | — | |
4 ![]() Ndx Us 10/16/26 C29475 | 5.86% | — | — | — | — | — | — |
| 5.34% | Equity | Information Technology | Large Growth | — | — | — | |
| 4.58% | Equity | Information Technology | Large Growth | — | — | — | |
| 4.41% | Equity | Consumer Discretionary | Large Blend | — | — | — | |
| 3.38% | Equity | Communication Services | Large Growth | — | — | — | |
| 3.24% | Equity | Communication Services | Large Growth | — | — | — | |
| 3.12% | Equity | Consumer Discretionary | Large Blend | — | — | — |










