Portfolio
Sep 15, 2026- Stock98.28%
- Cash1.07%
- Other0.65%
Morningstar style box
Sep 15, 2026Current style: Large Blend
Large
Mid
Small
24%
36%
21%
6%
9%
4%
0%
1%
0%
ValueBlendGrowth
Weight %50+25-4910-240-9
Top Holdings
Sep 15, 2026Top 10 Holdings Weight: 38.1%
| Name/code | Weight | Type | Industry | Style | Price | Change % | Market Cap |
|---|---|---|---|---|---|---|---|
| 7.92% | Equity | Information Technology | Large Growth | — | — | — | |
| 7.36% | Equity | Information Technology | Large Blend | — | — | — | |
| 5.67% | Equity | Information Technology | Large Blend | — | — | — | |
| 3.75% | Equity | Consumer Discretionary | Large Blend | — | — | — | |
| 3.06% | Equity | Communication Services | Large Growth | — | — | — | |
| 2.49% | Equity | Communication Services | Large Growth | — | — | — | |
| 2.47% | Equity | Information Technology | Large Growth | — | — | — | |
| 2.24% | Equity | Communication Services | Large Growth | — | — | — | |
| 1.60% | Equity | Information Technology | Large Growth | — | — | — | |
| 1.55% | Equity | Consumer Discretionary | Large Blend | — | — | — |
