36.3100.25% ( +0.090 )
Closed: Nov 13, 16:00:00 (EDT)Composition
Portfolio
Nov 12, 2026- Stock99.29%
- Cash0.61%
- Other0.10%
- Preferred0.00%
- Stock
- 99.29%
- Cash
- 0.61%
- Other
- 0.10%
- Preferred
- 0.00%
Morningstar style box
Nov 12, 2026Current style: Large Value
Large
Mid
Small
29%
16%
7%
13%
16%
4%
7%
7%
1%
ValueBlendGrowth
Weight %50+25-4910-240-9
Top Holdings
Nov 12, 2026Top 10 Holdings Weight: 46.4%
| Name/code | Weight | Type | Industry | Style | Price | Change % | Market Cap |
|---|---|---|---|---|---|---|---|
1 ![]() Vanguard FTSE Developed Markets ETF | 19.89% | — | — | — | — | — | — |
2 ![]() Vanguard FTSE Emerging Markets ETF | 6.01% | — | — | — | — | — | — |
3 ![]() Avantis Real Estate ETF | 5.14% | — | — | — | — | — | — |
4 ![]() Avantis International Small Cap Val ETF | 4.98% | — | — | — | — | — | — |
5 ![]() Avantis Emerging Markets Value ETF | 3.96% | — | — | — | — | — | — |
| 1.77% | Equity | Communication Services | Large Growth | — | — | — | |
| 1.36% | Equity | Information Technology | Large Blend | — | — | — | |
| 1.10% | Equity | Health Care | Large Value | — | — | — | |
| 1.08% | Equity | Health Care | Large Blend | — | — | — | |
| 1.08% | Equity | Health Care | Large Value | — | — | — |






