Portfolio
Aug 19, 2026- Stock90.37%
- Other9.19%
- Cash0.44%
Morningstar style box
Aug 19, 2026Current style: Large Growth
Large
Mid
Small
4%
5%
38%
0%
2%
39%
0%
4%
6%
ValueBlendGrowth
Weight %50+25-4910-240-9
Top Holdings
Aug 19, 2026Top 10 Holdings Weight: 54.7%
| Name/code | Weight | Type | Industry | Style | Price | Change % | Market Cap |
|---|---|---|---|---|---|---|---|
| 9.47% | Equity | Information Technology | Large Growth | — | — | — | |
| 6.49% | Equity | Financials | Mid Blend | — | — | — | |
3  Ark Bitcoin Etf Holdco (Arkf) | 5.98% | — | — | — | — | — | — |
| 5.33% | Equity | Information Technology | Mid Growth | — | — | — | |
| 5.28% | Equity | Financials | Large Growth | — | — | — | |
| 5.18% | Equity | Financials | Large Growth | — | — | — | |
| 4.99% | Equity | Financials | Large Value | — | — | — | |
| 4.79% | Equity | Information Technology | Large Growth | — | — | — | |
| 4.05% | Equity | Consumer Discretionary | Large Blend | — | — | — | |
| 3.19% | Equity | Communication Services | Large Blend | — | — | — |
