Portfolio
Aug 18, 2026- Stock77.02%
- Bond20.08%
- Preferred2.06%
- Other1.25%
- Cash0.00%
Morningstar style box
Aug 21, 2026Current style: Large Value
Large
Mid
Small
37%
28%
11%
10%
10%
0%
0%
2%
2%
ValueBlendGrowth
Weight %50+25-4910-240-9
Top Holdings
Aug 18, 2026Top 10 Holdings Weight: 28.5%
| Name/code | Weight | Type | Industry | Style | Price | Change % | Market Cap |
|---|---|---|---|---|---|---|---|
| 3.68% | Equity | Health Care | Large Blend | — | — | — | |
| 3.31% | Equity | Health Care | Large Blend | — | — | — | |
| 3.00% | Equity | Information Technology | Large Blend | — | — | — | |
| 2.79% | Equity | Communication Services | Large Growth | — | — | — | |
| 2.78% | Equity | Information Technology | Large Growth | — | — | — | |
| 2.67% | Equity | Information Technology | Large Blend | — | — | — | |
| 2.65% | Equity | Financials | Large Value | — | — | — | |
| 2.60% | Equity | Energy | Large Blend | — | — | — | |
| 2.56% | Equity | Financials | Large Value | — | — | — | |
| 2.46% | Equity | Information Technology | Large Blend | — | — | — |
