HoldingSector% Fund
MicrosoftInformation technology4.5%
BroadcomInformation technology3.8%
UnitedHealth GroupHealth care2.7%
AlphabetCommunication Services2.2%
Micron TechnologyInformation technology2.1%
HoldingSector% Fund
Thermo Fisher ScientificHealth care2.0%
AmazonConsumer discretionary1.8%
Mastercard IncFinancials1.6%
Eli LillyHealth care1.4%
agilon healthHealth care1.3%

Sector% Fund
Energy2.9%
Materials1.4%
Industrials5.9%
Consumer discretionary10.6%
Consumer staples2.2%
Health care21.9%
Financials13.0%
Information technology26.3%
Communication Services6.1%
Utilities1.0%
Real estate0.7%
Cash and equivalents8.1%

Name% Fund
North America74.2%
Europe8.7%
Emerging Markets6.8%
Pacific ex Japan1.2%
Japan1.0%
Cash & equivalents8.1%