688.7660.45% ( -3.104 )
Trading: Nov 10, 14:53:53 (EDT)Portfolio
Sep 30, 2026- Stock100.05%
- Other0.07%
- Cash0.00%
- Stock
- 100.05%
- Other
- 0.07%
- Cash
- 0.00%
Morningstar style box
Sep 30, 2026Current style: Large Blend
Large
Mid
Small
21%
33%
24%
6%
9%
4%
0%
1%
0%
ValueBlendGrowth
Weight %50+25-4910-240-9
Top Holdings
Sep 30, 2026Top 10 Holdings Weight: 39.1%
| Name/code | Weight | Type | Industry | Style | Price | Change % | Market Cap |
|---|---|---|---|---|---|---|---|
| 8.39% | Equity | Information Technology | Large Growth | — | — | — | |
| 7.38% | Equity | Information Technology | Large Blend | — | — | — | |
| 5.78% | Equity | Information Technology | Large Blend | — | — | — | |
| 3.71% | Equity | Consumer Discretionary | Large Blend | — | — | — | |
| 3.07% | Equity | Communication Services | Large Growth | — | — | — | |
| 2.54% | Equity | Information Technology | Large Growth | — | — | — | |
| 2.45% | Equity | Communication Services | Large Growth | — | — | — | |
| 2.43% | Equity | Communication Services | Large Growth | — | — | — | |
| 1.83% | Equity | Information Technology | Large Growth | — | — | — | |
| 1.52% | Equity | Consumer Discretionary | Large Blend | — | — | — |










