Portfolio
Sep 17, 2026- Stock99.10%
- Cash0.90%
Morningstar style box
Sep 18, 2026Current style: Mid Blend
Large
Mid
Small
10%
5%
11%
3%
28%
4%
12%
27%
0%
ValueBlendGrowth
Weight %50+25-4910-240-9
Top Holdings
Sep 17, 2026Top 10 Holdings Weight: 53.4%
| Name/code | Weight | Type | Industry | Style | Price | Change % | Market Cap |
|---|---|---|---|---|---|---|---|
1  Welltower Inc | 10.33% | — | — | — | — | — | — |
2 Prologis Inc | 9.87% | — | — | — | — | — | — |
3 Equinix Inc | 4.54% | — | — | — | — | — | — |
4 Vivmark Residential | 4.48% | — | — | — | — | — | — |
5 Digital Realty Trust Inc | 4.38% | — | — | — | — | — | — |
6 Simon Property Group Inc | 4.29% | — | — | — | — | — | — |
7 Ventas Inc | 4.21% | — | — | — | — | — | — |
8 Realty Income Corp | 4.20% | — | — | — | — | — | — |
9 Public Storage | 4.18% | — | — | — | — | — | — |
10 Extra Space Storage Inc | 2.89% | — | — | — | — | — | — |