----
Portfolio
Aug 31, 2026- Stock99.56%
- Cash0.44%
- Stock
- 99.56%
- Cash
- 0.44%
Morningstar style box
Aug 31, 2026Current style: Large Blend
Large
Mid
Small
27%
45%
13%
4%
4%
3%
1%
3%
0%
ValueBlendGrowth
Weight %50+25-4910-240-9
Top Holdings
Aug 31, 2026Top 10 Holdings Weight: 44.1%
| Name/code | Weight | Type | Industry | Style | Price | Change % | Market Cap |
|---|---|---|---|---|---|---|---|
| 7.79% | Equity | Information Technology | Large Blend | — | — | — | |
| 4.86% | Equity | Communication Services | Large Growth | — | — | — | |
| 4.55% | Equity | Information Technology | Large Blend | — | — | — | |
| 4.38% | Equity | Health Care | Large Blend | — | — | — | |
| 4.13% | Equity | Health Care | Large Blend | — | — | — | |
| 3.84% | Equity | Information Technology | Large Growth | — | — | — | |
| 3.76% | Equity | Communication Services | Large Growth | — | — | — | |
| 3.73% | Equity | Information Technology | Large Growth | — | — | — | |
| 3.61% | Equity | Consumer Discretionary | Large Blend | — | — | — | |
| 3.42% | Equity | Information Technology | Large Blend | — | — | — |










