Holding	Sector	% Fund
Broadcom	Information technology	6.3
Microsoft	Information technology	5.6
TSMC	Information technology	4.8
NVIDIA	Information technology	4.2
Amazon.com	Consumer discretionary	3.8

Holding	Sector	% Fund
SK hynix	Information technology	3.6
Meta Platforms	Communication Services	3.4
Micron Technology	Information technology	3.1
MercadoLibre	Consumer discretionary	2.3
Eli Lilly	Health care	2.2

Sector	% Fund
Energy	0.8%
Materials	0.5%
Industrials	9.7%
Consumer discretionary	11.7%
Consumer staples	0.6%
Health care	12.2%
Financials	10.8%
Information technology	39.9%
Communication Services	7.6%
Utilities	0.1%
Real estate	0.0%
Cash and equivalents	6.2%

Name	% Fund
North America	70.7
Emerging Markets	11.2
Europe	9.3
Japan	2.4
Pacific ex Japan	0.3
Cash & equivalents	6.2