HoldingSector% Fund
AlphabetCommunication Services6.7
BroadcomInformation technology6.1
TSMCInformation technology6.0
Micron TechnologyInformation technology5.4
SK hynixInformation technology4.4
HoldingSector% Fund
Amazon.comConsumer discretionary4.0
NVIDIAInformation technology3.5
MicrosoftInformation technology2.6
Western DigitalInformation technology2.5
MercadoLibreConsumer discretionary1.7

Sector% Fund
Energy1.4%
Materials1.5%
Industrials12.8%
Consumer discretionary10.0%
Consumer staples0.5%
Health care9.9%
Financials7.5%
Information technology42.8%
Communication Services9.0%
Utilities0.0%
Real estate0.4%
Cash and equivalents4.2%

Name% Fund
North America66.8%
Emerging Markets13.8%
Europe12.9%
Japan1.2%
Pacific ex Japan1.2%
Cash & equivalents4.2%