Portfolio
Aug 20, 2026- Stock97.37%
- Cash2.63%
Morningstar style box
Aug 20, 2026Current style: Large Blend
Large
Mid
Small
25%
28%
24%
7%
8%
8%
0%
0%
0%
ValueBlendGrowth
Weight %50+25-4910-240-9
Top Holdings
Aug 20, 2026Top 10 Holdings Weight: 37.3%
| Name/code | Weight | Type | Industry | Style | Price | Change % | Market Cap |
|---|---|---|---|---|---|---|---|
| 7.22% | Equity | Information Technology | Large Growth | — | — | — | |
| 6.76% | Equity | Information Technology | Large Blend | — | — | — | |
| 5.26% | Equity | Information Technology | Large Blend | — | — | — | |
| 3.71% | Equity | Consumer Discretionary | Large Blend | — | — | — | |
| 2.95% | Equity | Communication Services | Large Growth | — | — | — | |
| 2.68% | Equity | Information Technology | Large Growth | — | — | — | |
| 2.62% | Equity | Communication Services | Large Growth | — | — | — | |
8  Morgan Stanley Instl Lqudty Govt Instl | 2.19% | — | — | — | — | — | — |
| 2.03% | Equity | Information Technology | Large Growth | — | — | — | |
| 1.84% | Equity | Health Care | Large Growth | — | — | — |
