Portfolio
Aug 18, 2026- Stock77.41%
- Bond19.36%
- Preferred2.04%
- Other0.69%
- Cash0.50%
Morningstar style box
Aug 18, 2026Current style: Large Value
Large
Mid
Small
39%
27%
11%
10%
12%
0%
0%
2%
0%
ValueBlendGrowth
Weight %50+25-4910-240-9
Top Holdings
Aug 18, 2026Top 10 Holdings Weight: 28.1%
| Name/code | Weight | Type | Industry | Style | Price | Change % | Market Cap |
|---|---|---|---|---|---|---|---|
| 3.58% | Equity | Health Care | Large Blend | — | — | — | |
| 2.96% | Equity | Information Technology | Large Blend | — | — | — | |
| 2.90% | Equity | Health Care | Large Blend | — | — | — | |
| 2.81% | Equity | Information Technology | Large Growth | — | — | — | |
| 2.76% | Equity | Communication Services | Large Growth | — | — | — | |
| 2.71% | Equity | Financials | Large Value | — | — | — | |
| 2.65% | Equity | Information Technology | Large Blend | — | — | — | |
| 2.64% | Equity | Financials | Large Value | — | — | — | |
| 2.60% | Equity | Energy | Large Blend | — | — | — | |
| 2.45% | Equity | Information Technology | Large Blend | — | — | — |
