Portfolio
Jun 30, 2026- Stock99.66%
- Cash0.35%
- Other0.00%
Morningstar style box
Jun 30, 2026Current style: Large Blend
Large
Mid
Small
37%
35%
28%
0%
0%
0%
0%
0%
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ValueBlendGrowth
Weight %50+25-4910-240-9
Top Holdings
Jun 30, 2026Top 10 Holdings Weight: 25.9%
| Name/code | Weight | Type | Industry | Style | Price | Change % | Market Cap |
|---|---|---|---|---|---|---|---|
| 3.44% | Equity | Consumer Staples | — | — | — | — | |
| 3.36% | Equity | Information Technology | — | — | — | — | |
| 3.11% | Equity | Information Technology | — | — | — | — | |
| 2.76% | Equity | Health Care | — | — | — | — | |
| 2.71% | Equity | Materials | — | — | — | — | |
| 2.20% | Equity | Information Technology | — | — | — | — | |
| 2.17% | Equity | Information Technology | — | — | — | — | |
| 2.13% | Equity | Information Technology | — | — | — | — | |
| 2.08% | Equity | Health Care | — | — | — | — | |
| 1.96% | Equity | Information Technology | — | — | — | — |
