Portfolio
Sep 18, 2026- Stock77.56%
- Bond19.99%
- Preferred2.28%
- Cash0.15%
- Other0.02%
Morningstar style box
Sep 18, 2026Current style: Large Value
Large
Mid
Small
34%
33%
8%
8%
12%
2%
0%
2%
1%
ValueBlendGrowth
Weight %50+25-4910-240-9
Top Holdings
Sep 18, 2026Top 10 Holdings Weight: 29.6%
| Name/code | Weight | Type | Industry | Style | Price | Change % | Market Cap |
|---|---|---|---|---|---|---|---|
| 3.82% | Equity | Health Care | Large Blend | — | — | — | |
| 3.22% | Equity | Health Care | Large Blend | — | — | — | |
| 3.09% | Equity | Information Technology | Large Blend | — | — | — | |
| 2.93% | Equity | Information Technology | Large Blend | — | — | — | |
| 2.90% | Equity | Information Technology | Large Growth | — | — | — | |
| 2.89% | Equity | Information Technology | Large Blend | — | — | — | |
| 2.86% | Equity | Communication Services | Large Growth | — | — | — | |
| 2.66% | Equity | Financials | Large Value | — | — | — | |
| 2.65% | Equity | Financials | Large Value | — | — | — | |
| 2.61% | Equity | Energy | Large Blend | — | — | — |
