Portfolio
Aug 25, 2026- Stock99.91%
- Cash0.09%
Morningstar style box
Aug 25, 2026Current style: Large Value
Large
Mid
Small
58%
0%
0%
26%
14%
1%
1%
0%
0%
ValueBlendGrowth
Weight %50+25-4910-240-9
Top Holdings
Aug 25, 2026Top 10 Holdings Weight: 84.8%
| Name/code | Weight | Type | Industry | Style | Price | Change % | Market Cap |
|---|---|---|---|---|---|---|---|
| 24.96% | Equity | Energy | Large Value | — | — | — | |
2  State Street®EngySelSectSPDR®ETF | 23.31% | — | — | — | — | — | — |
| 13.15% | Equity | Energy | Large Value | — | — | — | |
| 5.62% | Equity | Energy | Large Value | — | — | — | |
| 3.42% | Equity | Energy | Large Blend | — | — | — | |
| 3.38% | Equity | Energy | Large Blend | — | — | — | |
| 3.02% | Equity | Energy | Large Blend | — | — | — | |
| 2.94% | Equity | Energy | Large Blend | — | — | — | |
| 2.50% | Equity | Energy | Large Value | — | — | — | |
| 2.48% | Equity | Energy | Large Value | — | — | — |
