----
Portfolio
Nov 2, 2026- Stock99.82%
- Cash0.18%
- Stock
- 99.82%
- Cash
- 0.18%
Morningstar style box
Nov 2, 2026Current style: Large Blend
Large
Mid
Small
22%
37%
19%
6%
9%
4%
0%
1%
0%
ValueBlendGrowth
Weight %50+25-4910-240-9
Top Holdings
Nov 2, 2026Top 10 Holdings Weight: 37.2%
| Name/code | Weight | Type | Industry | Style | Price | Change % | Market Cap |
|---|---|---|---|---|---|---|---|
| 7.63% | Equity | Information Technology | Large Blend | — | — | — | |
| 7.56% | Equity | Information Technology | Large Growth | — | — | — | |
| 5.82% | Equity | Information Technology | Large Blend | — | — | — | |
| 3.73% | Equity | Consumer Discretionary | Large Blend | — | — | — | |
| 2.53% | Equity | Communication Services | Large Growth | — | — | — | |
| 2.37% | Equity | Information Technology | Large Growth | — | — | — | |
| 2.07% | Equity | Communication Services | Large Growth | — | — | — | |
| 2.04% | Equity | Communication Services | Large Growth | — | — | — | |
| 1.76% | Equity | Consumer Discretionary | Large Blend | — | — | — | |
| 1.74% | Equity | Health Care | Large Growth | — | — | — |










