Portfolio
Aug 21, 2026- Cash69.05%
- Stock30.95%
Morningstar style box
Aug 21, 2026Current style: Large Value
Large
Mid
Small
100%
0%
0%
0%
0%
0%
0%
0%
0%
ValueBlendGrowth
Weight %50+25-4910-240-9
Top Holdings
Aug 21, 2026Top 7 Holdings Weight: 31.0%
| Name/code | Weight | Type | Industry | Style | Price | Change % | Market Cap |
|---|---|---|---|---|---|---|---|
| 7.35% | Equity | Energy | Large Value | — | — | — | |
| 7.22% | Equity | Energy | Large Value | — | — | — | |
| 4.85% | Equity | Energy | Large Value | — | — | — | |
| 4.60% | Equity | Energy | Large Value | — | — | — | |
| 2.90% | Equity | Energy | Large Value | — | — | — | |
| 2.21% | Equity | Energy | Large Blend | — | — | — | |
| 1.81% | Equity | Energy | Large Value | — | — | — |
