Holdings
Strategic Allocation: Aggressive Fund
As of Jul 31, 2026, Strategic Allocation: Aggressive Fund reported 665 positions worth US$218M. Largest: Nvidia Corporation, Microsoft Corp. and Welltower Inc. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Nvidia Corporation | 20,738 | US$4.16M | +639 | Jul 31, 2026 |
| Microsoft Corp. | 7,591 | US$3.53M | +134 | Jul 31, 2026 |
| Welltower Inc. | 14,324 | US$3.36M | +54 | Jul 31, 2026 |
| Alphabet Inc (google) Class C | 8,933 | US$3.18M | −255 | Jul 31, 2026 |
| Apple Inc | 8,642 | US$2.67M | +242 | Jul 31, 2026 |
| Taiwan Semiconductor Manufacturing Co., Ltd. | 33,062 | US$2.34M | +1,634 | Jul 31, 2026 |
| Prologis, Inc. | 15,214 | US$2.2M | −2,998 | Jul 31, 2026 |
| Amazon.com, Inc. | 7,260 | US$1.97M | +105 | Jul 31, 2026 |
| Equinix, Inc. | 1,724 | US$1.76M | −275 | Jul 31, 2026 |
| Broadcom Inc. | 4,472 | US$1.74M | +69 | Jul 31, 2026 |