Portfolio
Aug 19, 2026- Stock98.35%
- Cash1.65%
Morningstar style box
Aug 19, 2026Current style: Large Blend
Large
Mid
Small
25%
28%
24%
7%
10%
6%
0%
0%
0%
ValueBlendGrowth
Weight %50+25-4910-240-9
Top Holdings
Aug 19, 2026Top 10 Holdings Weight: 40.0%
| Name/code | Weight | Type | Industry | Style | Price | Change % | Market Cap |
|---|---|---|---|---|---|---|---|
| 8.12% | Equity | Information Technology | Large Growth | — | — | — | |
| 7.23% | Equity | Information Technology | Large Blend | — | — | — | |
| 5.66% | Equity | Information Technology | Large Blend | — | — | — | |
| 4.21% | Equity | Consumer Discretionary | Large Blend | — | — | — | |
| 3.25% | Equity | Communication Services | Large Growth | — | — | — | |
| 2.77% | Equity | Information Technology | Large Growth | — | — | — | |
| 2.74% | Equity | Communication Services | Large Growth | — | — | — | |
8  Call On S&P 500 Mar27 | 2.28% | — | — | — | — | — | — |
| 1.94% | Equity | Health Care | Large Growth | — | — | — | |
| 1.83% | Equity | Financials | Large Value | — | — | — |
