Portfolio
Aug 26, 2026- Stock79.42%
- Cash20.58%
- Other0.00%
Morningstar style box
Aug 26, 2026Current style: Large Blend
Large
Mid
Small
23%
21%
20%
13%
11%
5%
3%
4%
1%
ValueBlendGrowth
Weight %50+25-4910-240-9
Top Holdings
Aug 26, 2026Top 10 Holdings Weight: 52.0%
| Name/code | Weight | Type | Industry | Style | Price | Change % | Market Cap |
|---|---|---|---|---|---|---|---|
1  Columbia Short-Term Cash | 20.56% | — | — | — | — | — | — |
| 9.47% | Equity | Information Technology | Large Growth | — | — | — | |
| 9.02% | Equity | Information Technology | Large Blend | — | — | — | |
| 3.58% | Equity | Communication Services | Large Growth | — | — | — | |
| 2.01% | Equity | Financials | Large Blend | — | — | — | |
| 1.77% | Equity | Information Technology | Large Growth | — | — | — | |
| 1.64% | Equity | Financials | Large Value | — | — | — | |
8 Vanguard Communication Services ETF | 1.45% | — | — | — | — | — | — |
9 State Street® CommServSelSectSPDR®ETF | 1.24% | — | — | — | — | — | — |
| 1.21% | Equity | Energy | Large Value | — | — | — |
