HoldingSector% Fund
BroadcomInformation technology5.0
MicrosoftInformation technology4.9
Amazon.comConsumer discretionary4.4
TSMCInformation technology4.1
Meta PlatformsCommunication Services3.1
HoldingSector% Fund
NVIDIAInformation technology3.1
AlphabetCommunication Services2.4
MercadoLibreConsumer discretionary2.2
Eli LillyHealth care2.1
UnitedHealth GroupHealth care2.0

Sector% Fund
Energy1.3
Materials0.7
Industrials9.6
Consumer discretionary12.7
Consumer staples1.0
Health care17.3
Financials12.5
Information technology32.8
Communication Services7.8
Utilities0.1
Real estate0.2
Cash and equivalents4.0

Name% Fund
North America75.9
Europe9.7
Emerging Markets8.7
Japan1.6
Pacific ex Japan0.1
Cash & equivalents4.0