HoldingSector% Fund
Micron TechnologyInformation technology7.5
TSMCInformation technology6.3
SK hynixInformation technology5.7
AlphabetCommunication Services5.6
BroadcomInformation technology5.0
HoldingSector% Fund
Western DigitalInformation technology3.5
Amazon.comConsumer discretionary3.2
NVIDIAInformation technology2.6
MicrosoftInformation technology2.0
Applovin CorpInformation technology2.0

Sector% Fund
Energy1.0%
Materials2.6%
Industrials12.1%
Consumer discretionary8.6%
Consumer staples0.8%
Health care10.8%
Financials7.0%
Information technology46.7%
Communication Services7.5%
Utilities0.0%
Real estate0.3%
Cash and equivalents2.6%

Name% Fund
North America65.9%
Emerging Markets15.4%
Europe12.2%
Japan2.5%
Pacific ex Japan1.4%
Cash & equivalents2.6%