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Portfolio
Oct 8, 2026- Stock99.55%
- Other0.31%
- Cash0.14%
- Stock
- 99.55%
- Other
- 0.31%
- Cash
- 0.14%
Morningstar style box
Oct 8, 2026Current style: Mid Blend
Large
Mid
Small
13%
7%
10%
15%
24%
1%
6%
23%
1%
ValueBlendGrowth
Weight %50+25-4910-240-9
Top Holdings
Oct 8, 2026Top 10 Holdings Weight: 45.4%
| Name/code | Weight | Type | Industry | Style | Price | Change % | Market Cap |
|---|---|---|---|---|---|---|---|
1 ![]() Welltower Inc | 10.10% | — | — | — | — | — | — |
2 ![]() Prologis Inc | 7.72% | — | — | — | — | — | — |
3 ![]() Equinix Inc | 6.27% | — | — | — | — | — | — |
4 ![]() Simon Property Group Inc | 4.06% | — | — | — | — | — | — |
5 ![]() Digital Realty Trust Inc | 3.89% | — | — | — | — | — | — |
6 ![]() Realty Income Corp | 3.22% | — | — | — | — | — | — |
7 ![]() Public Storage | 3.02% | — | — | — | — | — | — |
8 ![]() Vivmark Residential | 2.71% | — | — | — | — | — | — |
9 ![]() Ventas Inc | 2.64% | — | — | — | — | — | — |
10 ![]() Extra Space Storage Inc | 1.77% | — | — | — | — | — | — |

