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Portfolio
Oct 5, 2026- Stock99.82%
- Cash0.25%
- Other0.00%
- Stock
- 99.82%
- Cash
- 0.25%
- Other
- 0.00%
Morningstar style box
Oct 5, 2026Current style: Mid Value
Large
Mid
Small
45%
2%
2%
25%
22%
4%
1%
0%
0%
ValueBlendGrowth
Weight %50+25-4910-240-9
Top Holdings
Oct 5, 2026Top 10 Holdings Weight: 21.6%
| Name/code | Weight | Type | Industry | Style | Price | Change % | Market Cap |
|---|---|---|---|---|---|---|---|
| 2.37% | Equity | Energy | Large Blend | — | — | — | |
| 2.34% | Equity | Energy | Large Blend | — | — | — | |
| 2.25% | Equity | Information Technology | Large Blend | — | — | — | |
| 2.21% | Equity | Industrials | Large Blend | — | — | — | |
| 2.19% | Equity | Information Technology | Large Value | — | — | — | |
| 2.08% | Equity | Energy | Large Value | — | — | — | |
| 2.07% | Equity | Consumer Staples | Large Value | — | — | — | |
| 2.06% | Equity | Information Technology | Large Growth | — | — | — | |
| 2.02% | Equity | Industrials | Large Blend | — | — | — | |
| 2.02% | Equity | Health Care | Large Value | — | — | — |










