Portfolio
Aug 14, 2026- Stock99.29%
- Cash0.71%
Morningstar style box
Aug 17, 2026Current style: Large Blend
Large
Mid
Small
28%
29%
25%
5%
8%
4%
0%
0%
0%
ValueBlendGrowth
Weight %50+25-4910-240-9
Top Holdings
Aug 14, 2026Top 10 Holdings Weight: 41.6%
| Name/code | Weight | Type | Industry | Style | Price | Change % | Market Cap |
|---|---|---|---|---|---|---|---|
| 5.82% | Equity | Information Technology | Large Blend | — | — | — | |
| 5.19% | Equity | Information Technology | Large Growth | — | — | — | |
| 4.89% | Equity | Information Technology | Large Blend | — | — | — | |
| 4.81% | Equity | Information Technology | Large Growth | — | — | — | |
| 4.61% | Equity | Information Technology | Large Growth | — | — | — | |
| 3.92% | Equity | Financials | Large Value | — | — | — | |
| 3.48% | Equity | Consumer Discretionary | Large Blend | — | — | — | |
| 3.40% | Equity | Health Care | Large Growth | — | — | — | |
| 2.83% | Equity | Financials | Large Value | — | — | — | |
| 2.70% | Equity | Energy | Large Value | — | — | — |
