Portfolio
Aug 20, 2026- Stock98.09%
- Cash1.91%
- Other0.00%
Morningstar style box
Aug 20, 2026Current style: Large Blend
Large
Mid
Small
27%
21%
29%
4%
10%
9%
0%
0%
0%
ValueBlendGrowth
Weight %50+25-4910-240-9
Top Holdings
Aug 20, 2026Top 10 Holdings Weight: 53.9%
| Name/code | Weight | Type | Industry | Style | Price | Change % | Market Cap |
|---|---|---|---|---|---|---|---|
| 11.14% | Equity | Information Technology | Large Growth | — | — | — | |
| 10.94% | Equity | Communication Services | Large Growth | — | — | — | |
| 8.65% | Equity | Consumer Discretionary | Large Blend | — | — | — | |
| 5.13% | Equity | Communication Services | Large Blend | — | — | — | |
| 4.52% | Equity | Consumer Discretionary | Large Blend | — | — | — | |
| 4.14% | Equity | Financials | Large Value | — | — | — | |
| 2.81% | Equity | Information Technology | Large Growth | — | — | — | |
| 2.47% | Equity | Information Technology | Large Growth | — | — | — | |
| 2.20% | Equity | Information Technology | Large Blend | — | — | — | |
10  First American Government Obligs X | 1.91% | — | — | — | — | — | — |
