Portfolio
Aug 12, 2026- Stock99.75%
- Cash0.25%
Morningstar style box
Aug 12, 2026Current style: Large Blend
Large
Mid
Small
26%
31%
23%
6%
8%
4%
1%
1%
0%
ValueBlendGrowth
Weight %50+25-4910-240-9
Top Holdings
Aug 12, 2026Top 10 Holdings Weight: 40.4%
| Name/code | Weight | Type | Industry | Style | Price | Change % | Market Cap |
|---|---|---|---|---|---|---|---|
| 8.39% | Equity | Information Technology | Large Growth | — | — | — | |
| 6.97% | Equity | Information Technology | Large Blend | — | — | — | |
| 5.84% | Equity | Information Technology | Large Blend | — | — | — | |
| 5.05% | Equity | Consumer Discretionary | Large Blend | — | — | — | |
| 3.20% | Equity | Communication Services | Large Growth | — | — | — | |
| 3.07% | Equity | Information Technology | Large Growth | — | — | — | |
| 2.60% | Equity | Communication Services | Large Growth | — | — | — | |
| 2.10% | Equity | Financials | Large Value | — | — | — | |
| 1.63% | Equity | Information Technology | Large Growth | — | — | — | |
| 1.57% | Equity | Health Care | Large Growth | — | — | — |
