Portfolio
Jun 30, 2026- Stock96.90%
- Cash3.10%
Morningstar style box
Jun 30, 2026Current style: Mid Growth
Large
Mid
Small
4%
11%
17%
1%
8%
22%
1%
16%
21%
ValueBlendGrowth
Weight %50+25-4910-240-9
Top Holdings
Jun 30, 2026Top 10 Holdings Weight: 21.1%
| Name/code | Weight | Type | Industry | Style | Price | Change % | Market Cap |
|---|---|---|---|---|---|---|---|
| 3.82% | Equity | Information Technology | Large Growth | — | — | — | |
| 3.71% | Equity | Communication Services | Large Growth | — | — | — | |
3  State Street Instl US Govt MMkt Premier | 3.19% | — | — | — | — | — | — |
| 1.66% | Equity | Information Technology | Mid Growth | — | — | — | |
| 1.61% | Equity | Industrials | Large Growth | — | — | — | |
| 1.48% | Equity | Information Technology | Large Growth | — | — | — | |
| 1.46% | Equity | Information Technology | Large Blend | — | — | — | |
| 1.39% | Equity | Industrials | Mid Blend | — | — | — | |
| 1.38% | Equity | Industrials | Large Growth | — | — | — | |
| 1.36% | Equity | Consumer Discretionary | Large Growth | — | — | — |
