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Portfolio
Aug 31, 2026- Stock99.07%
- Cash0.69%
- Other0.24%
- Stock
- 99.07%
- Cash
- 0.69%
- Other
- 0.24%
Morningstar style box
Aug 31, 2026Current style: Mid Blend
Large
Mid
Small
8%
6%
10%
7%
31%
6%
10%
19%
2%
ValueBlendGrowth
Weight %50+25-4910-240-9
Top Holdings
Aug 31, 2026Top 10 Holdings Weight: 55.4%
| Name/code | Weight | Type | Industry | Style | Price | Change % | Market Cap |
|---|---|---|---|---|---|---|---|
1 ![]() Vanguard Real Estate II Index | 14.53% | — | — | — | — | — | — |
2 ![]() Welltower Inc | 8.72% | — | — | — | — | — | — |
3 ![]() Prologis Inc | 6.89% | — | — | — | — | — | — |
4 ![]() Equinix Inc | 5.45% | — | — | — | — | — | — |
5 ![]() American Tower Corp | 4.33% | — | — | — | — | — | — |
6 ![]() Simon Property Group Inc | 3.64% | — | — | — | — | — | — |
7 ![]() Digital Realty Trust Inc | 3.63% | — | — | — | — | — | — |
8 ![]() Realty Income Corp | 3.00% | — | — | — | — | — | — |
9 ![]() Public Storage | 2.72% | — | — | — | — | — | — |
10 ![]() Vivmark Residential | 2.46% | — | — | — | — | — | — |

