Portfolio
Sep 22, 2026- Stock99.69%
- Cash0.31%
Morningstar style box
Sep 22, 2026Current style: Large Blend
Large
Mid
Small
17%
36%
35%
1%
6%
4%
0%
1%
0%
ValueBlendGrowth
Weight %50+25-4910-240-9
Top Holdings
Sep 22, 2026Top 10 Holdings Weight: 34.8%
| Name/code | Weight | Type | Industry | Style | Price | Change % | Market Cap |
|---|---|---|---|---|---|---|---|
| 4.17% | Equity | Consumer Discretionary | Large Blend | — | — | — | |
| 4.04% | Equity | Information Technology | Large Blend | — | — | — | |
| 3.97% | Equity | Health Care | Large Growth | — | — | — | |
| 3.89% | Equity | Information Technology | Large Blend | — | — | — | |
| 3.88% | Equity | Information Technology | Large Growth | — | — | — | |
| 3.45% | Equity | Information Technology | Large Growth | — | — | — | |
| 3.08% | Equity | Information Technology | Large Growth | — | — | — | |
| 3.05% | Equity | Health Care | Large Blend | — | — | — | |
| 2.66% | Equity | Information Technology | Large Growth | — | — | — | |
| 2.66% | Equity | Consumer Discretionary | Large Blend | — | — | — |
