Portfolio
Sep 11, 2026- Stock98.58%
- Cash0.93%
- Bond0.35%
- Other0.13%
Morningstar style box
Sep 11, 2026Current style: Large Blend
Large
Mid
Small
24%
41%
29%
1%
1%
3%
0%
0%
0%
ValueBlendGrowth
Weight %50+25-4910-240-9
Top Holdings
Sep 11, 2026Top 10 Holdings Weight: 15.1%
| Name/code | Weight | Type | Industry | Style | Price | Change % | Market Cap |
|---|---|---|---|---|---|---|---|
1  Taiwan Semiconductor Manufacturing Co Ltd | 3.52% | — | — | — | — | — | — |
| 2.34% | Equity | Information Technology | Large Growth | — | — | — | |
3 SK hynix Inc | 1.95% | — | — | — | — | — | — |
4 Samsung Electronics Co Ltd DR | 1.43% | — | — | — | — | — | — |
| 1.22% | Equity | Information Technology | Large Blend | — | — | — | |
| 0.93% | Equity | Financials | Large Blend | — | — | — | |
| 0.93% | Equity | Health Care | Large Blend | — | — | — | |
8 State Street Instl US Govt MMkt Premier | 0.92% | — | — | — | — | — | — |
| 0.91% | Equity | Materials | Large Blend | — | — | — | |
| 0.91% | Equity | Financials | Large Value | — | — | — |
