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Portfolio
Oct 30, 2026- Stock99.91%
- Cash0.09%
- Stock
- 99.91%
- Cash
- 0.09%
Morningstar style box
Oct 30, 2026Current style: Large Value
Large
Mid
Small
63%
5%
0%
20%
7%
1%
3%
1%
0%
ValueBlendGrowth
Weight %50+25-4910-240-9
Top Holdings
Oct 30, 2026Top 10 Holdings Weight: 41.7%
| Name/code | Weight | Type | Industry | Style | Price | Change % | Market Cap |
|---|---|---|---|---|---|---|---|
| 4.78% | Equity | Information Technology | Large Growth | — | — | — | |
| 4.25% | Equity | Energy | Large Blend | — | — | — | |
| 4.25% | Equity | Energy | Large Value | — | — | — | |
| 4.25% | Equity | Information Technology | Large Blend | — | — | — | |
| 4.23% | Equity | Consumer Staples | Large Blend | — | — | — | |
| 4.10% | Equity | Consumer Staples | Large Blend | — | — | — | |
| 4.05% | Equity | Health Care | Large Blend | — | — | — | |
| 4.02% | Equity | Consumer Discretionary | Large Blend | — | — | — | |
| 4.00% | Equity | Health Care | Large Value | — | — | — | |
| 3.76% | Equity | Health Care | Large Blend | — | — | — |










