HoldingSector% Fund
MicrosoftInformation technology4.6%
NetflixCommunication Services4.2%
BroadcomInformation technology3.3%
AlphabetCommunication Services3.1%
AmazonConsumer discretionary2.8%
HoldingSector% Fund
UnitedHealth GroupHealth care2.3%
Micron TechnologyInformation technology2.1%
CeridianInformation technology2.0%
Thermo Fisher ScientificHealth care1.9%
CSXIndustrials1.5%

Sector% Fund
Energy0.3%
Materials1.0%
Industrials6.1%
Consumer discretionary13.1%
Consumer staples0.9%
Health care17.4%
Financials8.1%
Information technology34.8%
Communication Services13.9%
Utilities0.9%
Real estate0.5%
Cash and equivalents3.2%

Name% Fund
North America79.0%
Emerging Markets9.8%
Europe4.3%
Pacific ex Japan2.0%
Japan1.7%
Cash & equivalents3.2%