Portfolio
Jul 31, 2026- Stock98.87%
- Cash0.77%
- Other0.36%
Morningstar style box
Jul 31, 2026Current style: Mid Blend
Large
Mid
Small
0%
14%
10%
9%
37%
4%
7%
17%
2%
ValueBlendGrowth
Weight %50+25-4910-240-9
Top Holdings
Jul 31, 2026Top 10 Holdings Weight: 54.6%
| Name/code | Weight | Type | Industry | Style | Price | Change % | Market Cap |
|---|---|---|---|---|---|---|---|
1  Vanguard Real Estate II Index | 14.41% | — | — | — | — | — | — |
2 Welltower Inc | 8.46% | — | — | — | — | — | — |
3 Prologis Inc | 6.97% | — | — | — | — | — | — |
4 Equinix Inc | 5.20% | — | — | — | — | — | — |
5 American Tower Corp | 4.18% | — | — | — | — | — | — |
6 Simon Property Group Inc | 3.85% | — | — | — | — | — | — |
7 Digital Realty Trust Inc | 3.35% | — | — | — | — | — | — |
8 Realty Income Corp | 3.06% | — | — | — | — | — | — |
9 Public Storage | 2.81% | — | — | — | — | — | — |
10 Ventas Inc | 2.30% | — | — | — | — | — | — |