Portfolio
Jun 30, 2026- Stock98.55%
- Cash1.45%
Morningstar style box
Jun 30, 2026Current style: Large Value
Large
Mid
Small
42%
29%
15%
3%
10%
0%
0%
0%
0%
ValueBlendGrowth
Weight %50+25-4910-240-9
Top Holdings
Jun 30, 2026Top 10 Holdings Weight: 42.3%
| Name/code | Weight | Type | Industry | Style | Price | Change % | Market Cap |
|---|---|---|---|---|---|---|---|
| 6.91% | Equity | Information Technology | Large Blend | — | — | — | |
| 5.82% | Equity | Information Technology | Large Blend | — | — | — | |
| 5.37% | Equity | Information Technology | Large Growth | — | — | — | |
| 5.30% | Equity | Information Technology | Large Growth | — | — | — | |
| 4.39% | Equity | Information Technology | Large Growth | — | — | — | |
| 3.81% | Equity | Financials | Large Value | — | — | — | |
| 2.89% | Equity | Communication Services | Large Growth | — | — | — | |
| 2.67% | Equity | Utilities | Large Blend | — | — | — | |
| 2.65% | Equity | Financials | Large Blend | — | — | — | |
| 2.53% | Equity | Financials | Large Blend | — | — | — |
