HoldingSector% Fund
Micron TechnologyInformation technology6.3
AlphabetCommunication Services6.0
TSMCInformation technology5.9
BroadcomInformation technology5.9
SK hynixInformation technology5.1
HoldingSector% Fund
Amazon.comConsumer discretionary3.7
NVIDIAInformation technology3.3
Western DigitalInformation technology2.8
MicrosoftInformation technology2.5
Applovin CorpInformation technology2.0

Sector% Fund
Energy1.1%
Materials2.1%
Industrials11.6%
Consumer discretionary8.9%
Consumer staples0.6%
Health care9.8%
Financials6.7%
Information technology45.1%
Communication Services7.7%
Utilities0.0%
Real estate0.3%
Cash and equivalents6.1%

Name% Fund
North America65.0%
Emerging Markets14.3%
Europe11.8%
Japan1.7%
Pacific ex Japan1.2%
Cash & equivalents6.1%