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Portfolio
Oct 5, 2026- Stock99.81%
- Cash0.19%
- Stock
- 99.81%
- Cash
- 0.19%
Morningstar style box
Oct 5, 2026Current style: Large Blend
Large
Mid
Small
21%
33%
25%
6%
9%
4%
0%
1%
0%
ValueBlendGrowth
Weight %50+25-4910-240-9
Top Holdings
Oct 5, 2026Top 10 Holdings Weight: 40.7%
| Name/code | Weight | Type | Industry | Style | Price | Change % | Market Cap |
|---|---|---|---|---|---|---|---|
| 8.81% | Equity | Information Technology | Large Growth | — | — | — | |
| 7.41% | Equity | Information Technology | Large Blend | — | — | — | |
| 5.94% | Equity | Information Technology | Large Blend | — | — | — | |
| 3.76% | Equity | Consumer Discretionary | Large Blend | — | — | — | |
| 3.09% | Equity | Communication Services | Large Growth | — | — | — | |
| 2.63% | Equity | Information Technology | Large Growth | — | — | — | |
| 2.50% | Equity | Communication Services | Large Growth | — | — | — | |
| 2.48% | Equity | Communication Services | Large Growth | — | — | — | |
9 ![]() Spx Us 10/16/26 C7630 | 2.27% | — | — | — | — | — | — |
| 1.83% | Equity | Information Technology | Large Growth | — | — | — |










