Portfolio
Aug 24, 2026- Stock99.58%
- Other0.33%
- Cash0.09%
Morningstar style box
Aug 24, 2026Current style: Mid Blend
Large
Mid
Small
3%
16%
10%
11%
34%
3%
6%
17%
1%
ValueBlendGrowth
Weight %50+25-4910-240-9
Top Holdings
Aug 24, 2026Top 10 Holdings Weight: 45.2%
| Name/code | Weight | Type | Industry | Style | Price | Change % | Market Cap |
|---|---|---|---|---|---|---|---|
1  Welltower Inc | 9.74% | — | — | — | — | — | — |
2 Prologis Inc | 7.81% | — | — | — | — | — | — |
3 Equinix Inc | 5.99% | — | — | — | — | — | — |
4 Simon Property Group Inc | 4.12% | — | — | — | — | — | — |
5 Digital Realty Trust Inc | 3.77% | — | — | — | — | — | — |
6 Realty Income Corp | 3.39% | — | — | — | — | — | — |
7 Public Storage | 3.14% | — | — | — | — | — | — |
8 AvalonBay Communities Inc | 2.87% | — | — | — | — | — | — |
9 Ventas Inc | 2.61% | — | — | — | — | — | — |
10 Extra Space Storage Inc | 1.78% | — | — | — | — | — | — |