Portfolio
Aug 14, 2026- Stock99.18%
- Cash0.82%
Morningstar style box
Aug 17, 2026Current style: Mid Blend
Large
Mid
Small
0%
15%
10%
6%
33%
4%
8%
24%
0%
ValueBlendGrowth
Weight %50+25-4910-240-9
Top Holdings
Aug 14, 2026Top 10 Holdings Weight: 53.7%
| Name/code | Weight | Type | Industry | Style | Price | Change % | Market Cap |
|---|---|---|---|---|---|---|---|
1  Welltower Inc | 10.08% | — | — | — | — | — | — |
2 Prologis Inc | 9.77% | — | — | — | — | — | — |
3 Equinix Inc | 4.64% | — | — | — | — | — | — |
4 Digital Realty Trust Inc | 4.52% | — | — | — | — | — | — |
5 Simon Property Group Inc | 4.40% | — | — | — | — | — | — |
6 Equity Residential | 4.40% | — | — | — | — | — | — |
7 Realty Income Corp | 4.39% | — | — | — | — | — | — |
8 Public Storage | 4.35% | — | — | — | — | — | — |
9 Ventas Inc | 4.20% | — | — | — | — | — | — |
10 Extra Space Storage Inc | 2.94% | — | — | — | — | — | — |