Portfolio
Sep 17, 2026- Stock99.91%
- Cash0.09%
Morningstar style box
Sep 17, 2026Current style: Large Value
Large
Mid
Small
24%
40%
0%
10%
18%
6%
1%
0%
0%
ValueBlendGrowth
Weight %50+25-4910-240-9
Top Holdings
Sep 17, 2026Top 10 Holdings Weight: 70.1%
| Name/code | Weight | Type | Industry | Style | Price | Change % | Market Cap |
|---|---|---|---|---|---|---|---|
| 21.15% | Equity | Consumer Discretionary | Large Blend | — | — | — | |
| 10.46% | Equity | Consumer Staples | Large Blend | — | — | — | |
| 7.95% | Equity | Consumer Staples | Large Blend | — | — | — | |
| 5.17% | Equity | Health Care | Large Value | — | — | — | |
| 4.85% | Equity | Consumer Discretionary | Large Blend | — | — | — | |
| 4.31% | Equity | Health Care | Large Value | — | — | — | |
| 4.19% | Equity | Consumer Discretionary | Large Blend | — | — | — | |
| 4.14% | Equity | Consumer Discretionary | Large Value | — | — | — | |
| 4.13% | Equity | Consumer Discretionary | Large Value | — | — | — | |
10  TJXUSTJX | 3.75% | Equity | Consumer Discretionary | Large Blend | — | — | — |
