Portfolio
Sep 14, 2026- Stock67.84%
- Cash26.42%
- Other5.74%
Morningstar style box
Sep 14, 2026Current style: Mid Blend
Large
Mid
Small
9%
7%
12%
8%
42%
10%
2%
9%
1%
ValueBlendGrowth
Weight %50+25-4910-240-9
Top Holdings
Sep 14, 2026Top 10 Holdings Weight: 55.2%
| Name/code | Weight | Type | Industry | Style | Price | Change % | Market Cap |
|---|---|---|---|---|---|---|---|
1  ProShares GENIUS Money Market ETF | 14.29% | — | — | — | — | — | — |
2 Welltower Inc | 8.33% | — | — | — | — | — | — |
3 Prologis Inc | 6.45% | — | — | — | — | — | — |
4 Equinix Inc | 4.96% | — | — | — | — | — | — |
5 American Tower Corp | 4.15% | — | — | — | — | — | — |
6 Vivmark Residential | 3.67% | — | — | — | — | — | — |
7 Digital Realty Trust Inc | 3.49% | — | — | — | — | — | — |
8 Simon Property Group Inc | 3.35% | — | — | — | — | — | — |
9 Ventas Inc | 3.29% | — | — | — | — | — | — |
10 Public Storage | 3.24% | — | — | — | — | — | — |