Portfolio
Aug 14, 2026- Stock71.03%
- Cash18.43%
- Other10.53%
Morningstar style box
Aug 14, 2026Current style: Mid Blend
Large
Mid
Small
0%
16%
11%
11%
48%
6%
1%
5%
1%
ValueBlendGrowth
Weight %50+25-4910-240-9
Top Holdings
Aug 14, 2026Top 10 Holdings Weight: 47.0%
| Name/code | Weight | Type | Industry | Style | Price | Change % | Market Cap |
|---|---|---|---|---|---|---|---|
1  ProShares GENIUS Money Market ETF | 8.59% | — | — | — | — | — | — |
2 Welltower Inc | 7.56% | — | — | — | — | — | — |
3 Prologis Inc | 6.07% | — | — | — | — | — | — |
4 Equinix Inc | 4.94% | — | — | — | — | — | — |
5 American Tower Corp | 3.71% | — | — | — | — | — | — |
6 Digital Realty Trust Inc | 3.52% | — | — | — | — | — | — |
7 Simon Property Group Inc | 3.24% | — | — | — | — | — | — |
8 Public Storage | 3.22% | — | — | — | — | — | — |
| 3.07% | Equity | Real Estate | Large Blend | — | — | — | |
10 Ventas Inc | 3.05% | — | — | — | — | — | — |
