Portfolio
Aug 25, 2026- Stock99.92%
- Cash0.08%
Morningstar style box
Aug 25, 2026Current style: Mid Blend
Large
Mid
Small
0%
20%
14%
9%
46%
5%
1%
5%
1%
ValueBlendGrowth
Weight %50+25-4910-240-9
Top Holdings
Aug 25, 2026Top 10 Holdings Weight: 66.6%
| Name/code | Weight | Type | Industry | Style | Price | Change % | Market Cap |
|---|---|---|---|---|---|---|---|
1  Welltower Inc | 13.40% | — | — | — | — | — | — |
2 Prologis Inc | 10.53% | — | — | — | — | — | — |
3 Equinix Inc | 8.24% | — | — | — | — | — | — |
4 American Tower Corp | 6.55% | — | — | — | — | — | — |
5 Simon Property Group Inc | 5.60% | — | — | — | — | — | — |
6 State Street Real Estate Sel SectSPDRETF | 4.99% | — | — | — | — | — | — |
7 Digital Realty Trust Inc | 4.86% | — | — | — | — | — | — |
8 Realty Income Corp | 4.61% | — | — | — | — | — | — |
9 Public Storage | 4.06% | — | — | — | — | — | — |
10 AvalonBay Communities Inc | 3.78% | — | — | — | — | — | — |