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Portfolio
Oct 30, 2026- Stock99.90%
- Cash0.10%
- Stock
- 99.90%
- Cash
- 0.10%
Morningstar style box
Oct 30, 2026Current style: Large Blend
Large
Mid
Small
23%
33%
22%
7%
10%
4%
0%
1%
0%
ValueBlendGrowth
Weight %50+25-4910-240-9
Top Holdings
Oct 30, 2026Top 10 Holdings Weight: 37.2%
| Name/code | Weight | Type | Industry | Style | Price | Change % | Market Cap |
|---|---|---|---|---|---|---|---|
| 7.69% | Equity | Information Technology | Large Blend | — | — | — | |
| 7.57% | Equity | Information Technology | Large Growth | — | — | — | |
| 5.92% | Equity | Information Technology | Large Blend | — | — | — | |
| 3.61% | Equity | Consumer Discretionary | Large Blend | — | — | — | |
| 2.51% | Equity | Communication Services | Large Growth | — | — | — | |
| 2.37% | Equity | Information Technology | Large Growth | — | — | — | |
| 2.07% | Equity | Communication Services | Large Growth | — | — | — | |
| 2.02% | Equity | Communication Services | Large Growth | — | — | — | |
| 1.73% | Equity | Health Care | Large Growth | — | — | — | |
| 1.72% | Equity | Consumer Discretionary | Large Blend | — | — | — |










