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Portfolio
Oct 23, 2026- Stock99.09%
- Cash0.46%
- Other0.45%
- Stock
- 99.09%
- Cash
- 0.46%
- Other
- 0.45%
Morningstar style box
Oct 23, 2026Current style: Mid Blend
Large
Mid
Small
10%
5%
12%
15%
24%
0%
8%
25%
1%
ValueBlendGrowth
Weight %50+25-4910-240-9
Top Holdings
Oct 23, 2026Top 10 Holdings Weight: 42.9%
| Name/code | Weight | Type | Industry | Style | Price | Change % | Market Cap |
|---|---|---|---|---|---|---|---|
1 ![]() Welltower Inc | 9.80% | — | — | — | — | — | — |
2 ![]() Prologis Inc | 6.85% | — | — | — | — | — | — |
3 ![]() Equinix Inc | 5.38% | — | — | — | — | — | — |
4 ![]() Simon Property Group Inc | 3.87% | — | — | — | — | — | — |
5 ![]() Digital Realty Trust Inc | 3.66% | — | — | — | — | — | — |
6 ![]() Realty Income Corp | 3.04% | — | — | — | — | — | — |
7 ![]() Public Storage | 2.98% | — | — | — | — | — | — |
8 ![]() Vivmark Residential | 2.74% | — | — | — | — | — | — |
9 ![]() Ventas Inc | 2.54% | — | — | — | — | — | — |
10 ![]() Goodman Group | 2.03% | — | — | — | — | — | — |

