Portfolio
Aug 20, 2026- Stock100.08%
- Cash0.00%
Morningstar style box
Aug 20, 2026Current style: Mid Blend
Large
Mid
Small
0%
7%
4%
16%
44%
7%
3%
16%
3%
ValueBlendGrowth
Weight %50+25-4910-240-9
Top Holdings
Aug 20, 2026Top 10 Holdings Weight: 35.8%
| Name/code | Weight | Type | Industry | Style | Price | Change % | Market Cap |
|---|---|---|---|---|---|---|---|
| 3.82% | Equity | Real Estate | Large Blend | — | — | — | |
2  Welltower Inc | 3.79% | — | — | — | — | — | — |
3 Ventas Inc | 3.70% | — | — | — | — | — | — |
4 Digital Realty Trust Inc | 3.62% | — | — | — | — | — | — |
5 Equinix Inc | 3.51% | — | — | — | — | — | — |
6 Healthpeak Properties Inc | 3.49% | — | — | — | — | — | — |
7 BXP Inc | 3.49% | — | — | — | — | — | — |
8 Simon Property Group Inc | 3.48% | — | — | — | — | — | — |
9 Weyerhaeuser Co | 3.44% | — | — | — | — | — | — |
10 Invitation Homes Inc | 3.43% | — | — | — | — | — | — |
