Portfolio
Aug 21, 2026- Stock94.52%
- Cash5.48%
Morningstar style box
Aug 21, 2026Current style: Large Blend
Large
Mid
Small
9%
30%
29%
6%
16%
9%
0%
0%
0%
ValueBlendGrowth
Weight %50+25-4910-240-9
Top Holdings
Aug 21, 2026Top 10 Holdings Weight: 54.7%
| Name/code | Weight | Type | Industry | Style | Price | Change % | Market Cap |
|---|---|---|---|---|---|---|---|
| 10.76% | Equity | Health Care | Large Growth | — | — | — | |
| 10.05% | Equity | Information Technology | Large Growth | — | — | — | |
| 6.41% | Equity | Information Technology | Large Blend | — | — | — | |
| 5.30% | Equity | Industrials | Large Blend | — | — | — | |
| 4.47% | Equity | Industrials | Large Blend | — | — | — | |
| 4.46% | Equity | Information Technology | Large Growth | — | — | — | |
| 3.78% | Equity | Information Technology | Large Blend | — | — | — | |
| 3.31% | Equity | Industrials | Large Blend | — | — | — | |
| 3.20% | Equity | Industrials | Large Blend | — | — | — | |
| 2.99% | Equity | Health Care | Large Blend | — | — | — |
