Portfolio
Aug 20, 2026- Stock99.50%
- Cash0.45%
- Other0.04%
- Preferred0.00%
Morningstar style box
Aug 20, 2026Current style: Large Value
Large
Mid
Small
31%
19%
16%
12%
7%
2%
6%
6%
1%
ValueBlendGrowth
Weight %50+25-4910-240-9
Top Holdings
Aug 20, 2026Top 10 Holdings Weight: 35.2%
| Name/code | Weight | Type | Industry | Style | Price | Change % | Market Cap |
|---|---|---|---|---|---|---|---|
| 5.07% | Equity | Information Technology | Large Blend | — | — | — | |
| 4.67% | Equity | Communication Services | Large Growth | — | — | — | |
3  iShares Core S&P 500 ETF | 3.67% | — | — | — | — | — | — |
| 3.27% | Equity | Energy | Large Value | — | — | — | |
| 3.24% | Equity | Financials | Large Value | — | — | — | |
| 3.19% | Equity | Financials | Large Value | — | — | — | |
| 3.17% | Equity | Financials | Mid Value | — | — | — | |
| 3.15% | Equity | Information Technology | Large Growth | — | — | — | |
| 2.89% | Equity | Information Technology | Large Growth | — | — | — | |
| 2.86% | Equity | Information Technology | Large Blend | — | — | — |
