CIK: 0001798736
申告総資産額
$2.2億
| # | ティッカー | 発行体 | 資産子分類 | 比率 | 比率変動 | 持株数変化 | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | WPC | Wp Carey INC | 株式-不動産 | 2.91% | — | -2.68% | |
| 2 | AMZN | Amazon.com INC | 株式-一般消費財 | 2.70% | -0.03% | -2.08% | |
| 3 | BND | Vanguard Total Bond Market | ETF-その他 | 2.63% | +0.09% | — | |
| 4 | S76 | Store Capital CORP | 株式-その他 | 2.62% | — | -11.12% | |
| 5 | VER | Vereit INC | 株式-その他 | 2.52% | — | — | |
| 6 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 2.38% | — | +2.60% | |
| 7 | RITM | Rithm Capital CORP | 株式-不動産 | 2.36% | -0.47% | +6.29% | |
| 8 | BSV | Vanguard Short-term Bond ETF | ETF-その他 | 2.22% | — | — | |
| 9 | HD | Home Depot INC | 株式-一般消費財 | 2.17% | — | +0.97% | |
| 10 | IRM | Iron Mountain INC | 株式-不動産 | 2.17% | — | +12.03% | |
| 11 | LADR | Ladder Capital Corp-reit | 株式-その他 | 2.06% | — | -1.56% | |
| 12 | MO | Altria Group INC | 株式-生活必需品 | 2.05% | +0.14% | -0.80% | |
| 13 | AAPL | Apple INC | 株式-IT | 2.00% | — | +3.42% | |
| 14 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-大型株・グロース | 2.00% | — | -6.43% | |
| 15 | DLR | Digital Realty Trust INC | 株式-不動産 | 1.74% | — | +39.69% | |
| 16 | LARK | Landmark Bancorp, Inc. | 株式-その他 | 1.62% | — | -1.43% | |
| 17 | NLYEUR | Annaly Capital Management In | 株式-その他 | 1.54% | — | +8.94% | |
| 18 | WFC | Wells Fargo & Co | 株式-金融 | 1.46% | — | +0.28% | |
| 19 | AVB | Avalonbay Communities INC | 株式-不動産 | 1.35% | — | +12.24% | |
| 20 | MFAUSD | Mfa Financial INC | 株式-その他 | 1.34% | — | -10.63% | |
| 21 | BRX | Brixmor Property Group INC | 株式-不動産 | 1.31% | — | -7.67% | |
| 22 | FDX | Fedex CORP | 株式-資本財 | 1.23% | — | — | |
| 23 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 1.10% | — | +0.28% | |
| 24 | APTSUSD | Preferred Apartment Communit | 株式-その他 | 1.07% | — | -13.31% | |
| 25 | VBR | Vanguard Small-cap Value ETF | ETF-その他 | 1.06% | — | +20.77% | |
| 26 | AMT | American Tower CORP | 株式-不動産 | 1.05% | — | — | |
| 27 | JPM | Jpmorgan Chase & Co | 株式-金融 | 1.01% | — | +22.17% | |
| 28 | NSC | Norfolk Southern CORP | 株式-資本財 | 1.01% | — | +0.02% | |
| 29 | NNN | Nnn Reit INC | 株式-不動産 | 0.99% | — | — | |
| 30 | AIRCUSD | Apartment Income Reit Co | 株式-その他 | 0.98% | — | — | |
| 31 | T | At&t INC | 株式-通信サービス | 0.94% | — | -10.32% | |
| 32 | OHI | Omega Healthcare Investors | 株式-不動産 | 0.94% | — | -4.83% | |
| 33 | VOE | Vanguard Mid-cap Value ETF | ETF-その他 | 0.93% | — | +21.59% | |
| 34 | CCL1EUR | Carnival CORP LTD | 株式-一般消費財 | 0.91% | -0.26% | EXIT | |
| 35 | LOW | Lowe's Cos INC | 株式-一般消費財 | 0.89% | — | — | |
| 36 | CTT1USD | Catchmark Timber Trust Inc-a | 株式-その他 | 0.88% | — | -6.64% | |
| 37 | SO | Southern Co/the | 株式-公益事業 | 0.88% | — | -0.80% | |
| 38 | PFE | Pfizer INC | 株式-ヘルスケア | 0.84% | — | +7.84% | |
| 39 | INTC | Intel CORP | 株式-IT | 0.84% | — | +237.64% | |
| 40 | XLF | Ss Financial Select Sector | ETF-その他 | 0.83% | — | +18.52% | |
| 41 | VTR | Ventas INC | 株式-不動産 | 0.82% | — | -9.64% | |
| 42 | IVW | Ishares S&p 500 Growth ETF | ETF-大型株・グロース | 0.81% | +0.14% | +300.00% | |
| 43 | VUG | Vanguard Growth ETF | ETF-その他 | 0.80% | — | — | |
| 44 | SNR1USD | New Senior Investment Group | 株式-その他 | 0.73% | — | -5.33% | |
| 45 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 0.73% | — | -3.35% | |
| 46 | IJT | Ishares S&p Small-cap 600 Gr | ETF-その他 | 0.71% | +0.25% | +100.00% | |
| 47 | ETN | Eaton Corporation plc | 株式-資本財 | 0.70% | -0.60% | EXIT | |
| 48 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.68% | — | -1.16% | |
| 49 | IWP | Ishares Russell Mid-cap Grow | ETF-その他 | 0.65% | — | +100.00% | |
| 50 | DUK | Duke Energy CORP | 株式-公益事業 | 0.65% | — | +20.74% |