Portfolio
Sep 7, 2026- Stock95.79%
- Cash4.21%
Morningstar style box
Sep 7, 2026Current style: Mid Blend
Large
Mid
Small
10%
5%
13%
5%
26%
6%
11%
23%
0%
ValueBlendGrowth
Weight %50+25-4910-240-9
Top Holdings
Sep 7, 2026Top 10 Holdings Weight: 54.6%
| Name/code | Weight | Type | Industry | Style | Price | Change % | Market Cap |
|---|---|---|---|---|---|---|---|
1  Welltower Inc | 12.44% | — | — | — | — | — | — |
2 Prologis Inc | 9.55% | — | — | — | — | — | — |
3 Digital Realty Trust Inc | 4.59% | — | — | — | — | — | — |
4 Equinix Inc | 4.57% | — | — | — | — | — | — |
5 Simon Property Group Inc | 4.37% | — | — | — | — | — | — |
6 Realty Income Corp | 4.26% | — | — | — | — | — | — |
7 Morgan Stanley Instl Lqudty Trs Instl | 4.21% | — | — | — | — | — | — |
8 Public Storage | 3.78% | — | — | — | — | — | — |
9 Vivmark Residential | 3.55% | — | — | — | — | — | — |
10 Ventas Inc | 3.27% | — | — | — | — | — | — |