Portfolio
Oct 1, 2026- Stock99.69%
- Cash0.34%
- Other0.00%
Morningstar style box
Oct 1, 2026Current style: Large Blend
Large
Mid
Small
13%
22%
45%
3%
6%
10%
0%
0%
0%
ValueBlendGrowth
Weight %50+25-4910-240-9
Top Holdings
Oct 1, 2026Top 10 Holdings Weight: 55.7%
| Name/code | Weight | Type | Industry | Style | Price | Change % | Market Cap |
|---|---|---|---|---|---|---|---|
| 9.43% | Equity | Information Technology | Large Growth | — | — | — | |
| 6.79% | Equity | Information Technology | Large Growth | — | — | — | |
| 5.72% | Equity | Consumer Discretionary | Large Blend | — | — | — | |
| 5.67% | Equity | Health Care | Large Growth | — | — | — | |
| 5.66% | Equity | Financials | Large Blend | — | — | — | |
| 5.25% | Equity | Industrials | Large Growth | — | — | — | |
| 4.98% | Equity | Consumer Staples | Large Blend | — | — | — | |
| 4.29% | Equity | Financials | Large Value | — | — | — | |
| 4.03% | Equity | Information Technology | Large Blend | — | — | — | |
| 3.85% | Equity | Information Technology | Large Growth | — | — | — |
