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Portfolio
Oct 29, 2026- Stock99.57%
- Other0.32%
- Cash0.12%
- Stock
- 99.57%
- Other
- 0.32%
- Cash
- 0.12%
Morningstar style box
Oct 29, 2026Current style: Mid Blend
Large
Mid
Small
12%
7%
10%
15%
24%
1%
6%
24%
1%
ValueBlendGrowth
Weight %50+25-4910-240-9
Top Holdings
Oct 29, 2026Top 10 Holdings Weight: 45.6%
| Name/code | Weight | Type | Industry | Style | Price | Change % | Market Cap |
|---|---|---|---|---|---|---|---|
1 ![]() Welltower Inc | 10.19% | — | — | — | — | — | — |
2 ![]() Prologis Inc | 7.38% | — | — | — | — | — | — |
3 ![]() Equinix Inc | 6.20% | — | — | — | — | — | — |
4 ![]() Simon Property Group Inc | 4.23% | — | — | — | — | — | — |
5 ![]() Digital Realty Trust Inc | 3.90% | — | — | — | — | — | — |
6 ![]() Realty Income Corp | 3.28% | — | — | — | — | — | — |
7 ![]() Public Storage | 3.23% | — | — | — | — | — | — |
8 ![]() Vivmark Residential | 2.69% | — | — | — | — | — | — |
9 ![]() Ventas Inc | 2.60% | — | — | — | — | — | — |
10 ![]() Extra Space Storage Inc | 1.92% | — | — | — | — | — | — |

