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Portfolio
Oct 22, 2026- Stock66.49%
- Cash28.15%
- Other5.36%
- Stock
- 66.49%
- Cash
- 28.15%
- Other
- 5.36%
Morningstar style box
Oct 22, 2026Current style: Mid Blend
Large
Mid
Small
8%
6%
12%
17%
39%
0%
1%
16%
2%
ValueBlendGrowth
Weight %50+25-4910-240-9
Top Holdings
Oct 22, 2026Top 10 Holdings Weight: 54.4%
| Name/code | Weight | Type | Industry | Style | Price | Change % | Market Cap |
|---|---|---|---|---|---|---|---|
1 ![]() ProShares GENIUS Money Market ETF | 14.80% | — | — | — | — | — | — |
2 ![]() Welltower Inc | 8.40% | — | — | — | — | — | — |
3 ![]() Prologis Inc | 5.91% | — | — | — | — | — | — |
4 ![]() Equinix Inc | 4.62% | — | — | — | — | — | — |
5 ![]() American Tower Corp | 4.16% | — | — | — | — | — | — |
6 ![]() Public Storage | 3.47% | — | — | — | — | — | — |
7 ![]() Simon Property Group Inc | 3.43% | — | — | — | — | — | — |
8 ![]() Vivmark Residential | 3.27% | — | — | — | — | — | — |
9 ![]() Ventas Inc | 3.22% | — | — | — | — | — | — |
10 ![]() Realty Income Corp | 3.14% | — | — | — | — | — | — |

