Portfolio
Aug 20, 2026- Stock99.11%
- Cash0.61%
- Other0.28%
- Preferred0.00%
- Bond0.00%
Morningstar style box
Aug 20, 2026Current style: Large Blend
Large
Mid
Small
28%
29%
18%
4%
8%
6%
2%
2%
1%
ValueBlendGrowth
Weight %50+25-4910-240-9
Top Holdings
Aug 20, 2026Top 10 Holdings Weight: 17.4%
| Name/code | Weight | Type | Industry | Style | Price | Change % | Market Cap |
|---|---|---|---|---|---|---|---|
1  iShares Core S&P 500 ETF | 3.30% | — | — | — | — | — | — |
2 State Street® SPDR® S&P 500® ETF | 2.50% | — | — | — | — | — | — |
| 1.92% | Equity | Information Technology | Large Blend | — | — | — | |
| 1.78% | Equity | Information Technology | Large Blend | — | — | — | |
5 iShares MSCI Global Min Vol Factor ETF | 1.70% | — | — | — | — | — | — |
| 1.42% | Equity | Information Technology | Large Growth | — | — | — | |
7 State Street® SPDR® S&P MIDCAP 400® ETF | 1.36% | — | — | — | — | — | — |
| 1.16% | Equity | Consumer Discretionary | Large Blend | — | — | — | |
9 Vanguard S&P 500 ETF | 1.13% | — | — | — | — | — | — |
| 1.11% | Equity | Communication Services | Large Growth | — | — | — |
