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Portfolio
Oct 22, 2026- Stock99.29%
- Cash0.71%
- Stock
- 99.29%
- Cash
- 0.71%
Morningstar style box
Oct 22, 2026Current style: Mid Blend
Large
Mid
Small
10%
4%
10%
7%
24%
0%
8%
35%
1%
ValueBlendGrowth
Weight %50+25-4910-240-9
Top Holdings
Oct 22, 2026Top 10 Holdings Weight: 53.3%
| Name/code | Weight | Type | Industry | Style | Price | Change % | Market Cap |
|---|---|---|---|---|---|---|---|
1 ![]() Welltower Inc | 10.13% | — | — | — | — | — | — |
2 ![]() Prologis Inc | 9.40% | — | — | — | — | — | — |
3 ![]() Public Storage | 4.75% | — | — | — | — | — | — |
4 ![]() Simon Property Group Inc | 4.70% | — | — | — | — | — | — |
5 ![]() Vivmark Residential | 4.43% | — | — | — | — | — | — |
6 ![]() Ventas Inc | 4.40% | — | — | — | — | — | — |
7 ![]() Realty Income Corp | 4.30% | — | — | — | — | — | — |
8 ![]() Equinix Inc | 4.14% | — | — | — | — | — | — |
9 ![]() Digital Realty Trust Inc | 4.10% | — | — | — | — | — | — |
10 ![]() Extra Space Storage Inc | 2.98% | — | — | — | — | — | — |

