Portfolio
Aug 20, 2026- Stock94.28%
- Cash5.74%
- Other0.00%
Morningstar style box
Aug 20, 2026Current style: Mid Growth
Large
Mid
Small
0%
3%
7%
5%
0%
81%
1%
1%
1%
ValueBlendGrowth
Weight %50+25-4910-240-9
Top Holdings
Aug 20, 2026Top 10 Holdings Weight: 70.1%
| Name/code | Weight | Type | Industry | Style | Price | Change % | Market Cap |
|---|---|---|---|---|---|---|---|
| 13.06% | Equity | Health Care | Large Blend | — | — | — | |
| 10.38% | Equity | Information Technology | Large Blend | — | — | — | |
| 8.58% | Equity | Energy | Large Blend | — | — | — | |
| 6.98% | Equity | Information Technology | Mid Blend | — | — | — | |
| 6.34% | Equity | Industrials | Large Growth | — | — | — | |
| 5.87% | Equity | Industrials | Large Blend | — | — | — | |
7  First American Government Obligs X | 5.74% | — | — | — | — | — | — |
| 4.54% | Equity | Energy | Large Blend | — | — | — | |
| 4.45% | Equity | Industrials | Large Growth | — | — | — | |
| 4.13% | Equity | Industrials | Mid Blend | — | — | — |
