Portfolio
Aug 18, 2026- Stock99.90%
- Cash0.10%
Morningstar style box
Aug 18, 2026Current style: Large Value
Large
Mid
Small
36%
30%
17%
5%
7%
3%
1%
1%
0%
ValueBlendGrowth
Weight %50+25-4910-240-9
Top Holdings
Aug 18, 2026Top 10 Holdings Weight: 37.5%
| Name/code | Weight | Type | Industry | Style | Price | Change % | Market Cap |
|---|---|---|---|---|---|---|---|
| 8.42% | Equity | Information Technology | Large Growth | — | — | — | |
| 7.16% | Equity | Information Technology | Large Blend | — | — | — | |
| 4.00% | Equity | Information Technology | Large Blend | — | — | — | |
| 3.04% | Equity | Consumer Staples | Large Blend | — | — | — | |
| 2.77% | Equity | Communication Services | Large Blend | — | — | — | |
| 2.67% | Equity | Health Care | Large Value | — | — | — | |
| 2.59% | Equity | Consumer Discretionary | Large Blend | — | — | — | |
| 2.41% | Equity | Health Care | Large Blend | — | — | — | |
| 2.27% | Equity | Information Technology | Large Growth | — | — | — | |
| 2.20% | Equity | Information Technology | Large Blend | — | — | — |
