Portfolio
Sep 4, 2026- Stock77.52%
- Bond19.93%
- Preferred2.28%
- Other1.40%
- Cash0.00%
Morningstar style box
Sep 4, 2026Current style: Large Value
Large
Mid
Small
36%
32%
8%
8%
12%
0%
0%
3%
1%
ValueBlendGrowth
Weight %50+25-4910-240-9
Top Holdings
Sep 4, 2026Top 10 Holdings Weight: 29.4%
| Name/code | Weight | Type | Industry | Style | Price | Change % | Market Cap |
|---|---|---|---|---|---|---|---|
| 3.81% | Equity | Health Care | Large Blend | — | — | — | |
| 3.26% | Equity | Health Care | Large Blend | — | — | — | |
| 3.10% | Equity | Information Technology | Large Blend | — | — | — | |
| 2.98% | Equity | Information Technology | Large Growth | — | — | — | |
| 2.76% | Equity | Information Technology | Large Blend | — | — | — | |
| 2.75% | Equity | Financials | Large Value | — | — | — | |
| 2.74% | Equity | Communication Services | Large Growth | — | — | — | |
| 2.70% | Equity | Financials | Large Value | — | — | — | |
| 2.65% | Equity | Information Technology | Large Blend | — | — | — | |
| 2.63% | Equity | Energy | Large Blend | — | — | — |
