Portfolio
Aug 20, 2026- Stock70.74%
- Cash22.94%
- Other6.32%
Morningstar style box
Aug 20, 2026Current style: Mid Blend
Large
Mid
Small
0%
16%
11%
11%
48%
6%
1%
5%
1%
ValueBlendGrowth
Weight %50+25-4910-240-9
Top Holdings
Aug 20, 2026Top 10 Holdings Weight: 51.8%
| Name/code | Weight | Type | Industry | Style | Price | Change % | Market Cap |
|---|---|---|---|---|---|---|---|
1  ProShares GENIUS Money Market ETF | 13.01% | — | — | — | — | — | — |
2 Welltower Inc | 7.69% | — | — | — | — | — | — |
3 Prologis Inc | 6.11% | — | — | — | — | — | — |
4 Equinix Inc | 4.90% | — | — | — | — | — | — |
5 American Tower Corp | 3.75% | — | — | — | — | — | — |
6 Digital Realty Trust Inc | 3.45% | — | — | — | — | — | — |
7 Equity Residential | 3.28% | — | — | — | — | — | — |
8 Simon Property Group Inc | 3.27% | — | — | — | — | — | — |
9 Public Storage | 3.22% | — | — | — | — | — | — |
10 Ventas Inc | 3.12% | — | — | — | — | — | — |